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Associate Financial Services Jobs in Vermont (NOW HIRING)

Wawa

Customer Service Associate

Burlington, VT

$15.50 - $19.25/hr

As a Customer Service Associate (CSA) you are the friendly face that puts the 'Wow' in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

IMA Financial Group

Financial Strategist

Bennington, VT · On-site

$54K - $67K/yr

... service-oriented mindset. We are looking for someone who is detail-oriented, collaborative, and ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Vermont

Associate Financial Services information

See Vermont salary details

$14

$33

$72

How much do associate financial services jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate financial services in Vermont is $33.98, according to ZipRecruiter salary data. Most workers in this role earn between $21.97 and $36.54 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Vermont?

The most popular types of Financial Services jobs in Vermont are:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Vermont as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, and 5% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $70,687 per year, or $34 per hour.

Member Service Associate

New England Federal Credit Union

Williston, VT • On-site

$16.25 - $21.75/hr

Other

Posted 5 days ago

Job description

The Member Service Associate role is focused on deepening member relationships to drive revenue growth and reduce member attrition by serving members (consumer and business) with their deposit and loan account needs and inquiries. This role delivers a full range of financial services to current and prospective members. Success in this role requires providing excellent member service while also gaining insight into financial needs through active listening and effectively identifying and maximizing opportunities to promote products and services when interacting with members.
Schedule: Monday - Friday, 8:00 am - 5:00 pm, with occasional Saturdays from 9:00 am - 1:00 pm
Primary location: Williston, VT
Specific duties include:

  • The member service associate ensures member satisfaction through their interactions. This requires providing exceptional service to members when transacting and in need of deposit and loan account service for both consumer and business. This includes, but isn't limited to, aiding members with a variety of transaction types, account opening/closing and maintenance, debit and credit card support, fraud, and basic digital banking support. As a member service associate advances in the role, duties include service related to IRAs and fiduciary accounts, consumer lending, as well as managing more complex situations and escalated member scenarios. This role will also provide teller support/aid with teller-related duties when needed to meet business needs and service objectives.
  • By uncovering members' financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships, this role expands members' wallet share with, and loyalty to, the credit union. The member service associate identifies referral opportunities for other member service experts within and outside of Retail, participates in promotional campaigns and product initiatives at the branch level, and may be asked to engage in member outreach. The member service associate may also be called upon to engage with members at the community level.
  • The member service associate is actively involved in the branch's daily operations. This role handles cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s). This role supports team members, resolves internal and external inquiries, and may be called upon to serve as a proxy for member relationship managers, and/or branch leaders if the need arises.
  • The member service associate fosters employee engagement to enhance departmental performance and functions with a team mindset with an intent to achieve organizational goals. Maintains compliance with the credit union's policies and procedures. Models integrity, sets a positive example, and cultivates a respectful, inclusive team environment.
  • While primarily focused on a physical branch location(s), the member service associate is a part of the larger Retail team and works collaboratively to ensure the success of all EastRise locations. This could include project work, collaboration, and additional duties as assigned. The member service associate will spend time at different EastRise branch locations to meet business needs.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Experience:
A minimum of one year up to three years of similar or related experience, including preparatory experience. Previous customer service experience required.
Education/Certifications/Licenses
A high school degree or equivalent.
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
Other Skills
COMPETENCIES: Must be at least 18 years of age. Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required. (Motor Vehicle check dependent on position.) Travel to other branches or locations may be required depending on position.
Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures. Strong organizational, multi-tasking, data and information management, writing and member service skills. Strong written and verbal professional communication skills. Knowledge of Microsoft Office products, financial systems, and digital communication tools. Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.
Physical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled private work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

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