The average salary for a Client Services Associate at Mercer Advisors is $58,958.
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$55k - $69k
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Job Description for Client Services Associate
The client services associate position may be found in a number of work environments. For example, many financial services firms hire client services associates, but employers can range from early childhood education institutes to wholesale and retail companies. As such, the job description can vary somewhat, but the primary goal is generally the same: ensure excellent service to the company’s clients. Because the work environment can vary substantially, many aspects of the job of a client serv…Read more
Client Services Associate Tasks
- Coordinate information flow from client through the organization and back to the client.
- Create, develop, and maintain client files and ensure questions are routed to the appropriate team member.
- Assist with meeting and event planning for established and new clients.
- Assemble documentation like services offered, policy or product summaries, presentations, etc. for clients and internal teams.
Popular Employer Salaries for Client Services Associate
The top respondents for the job title Client Services Associate are from the companies Morgan Stanley, Merrill Lynch & Co Inc and Wells Fargo Advisors Financial Network, LLC. Reported salaries are highest at J.P. Morgan Chase & Co. (JPMCC) where the average pay is $61,463. Other companies that offer high salaries for this role include Morgan Stanley and UBS, earning around $50,897 and $49,988, respectively. Merrill Lynch & Co Inc pays the lowest at around $40,974. Wells Fargo Advisors Financial Network, LLC and Raymond James & Associates, Inc. also pay on the lower end of the scale, paying $41,113 and $41,876, respectively.
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Popular Skills for Client Services Associate
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