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Client Service Associate - Financial Services

Royersford, PA · On-site

$55K - $65K/yr

Our experienced advisory team is seeking a service minded Client Service Associate. This position ... similar financial services environments, such as accounting, banking, investment operations ...

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How much do associate financial services jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for associate financial services in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

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 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 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 are the key skills and qualifications needed to thrive as an Associate in Financial Services, and why are they important?

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 cities are hiring for Associate Financial Services jobs? Cities with the most Associate Financial Services job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Associate Financial Services jobs? States with the most job openings for Associate Financial Services jobs include:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.
Associate Financial Services Representative Hybrid- FlexStaff

Associate Financial Services Representative Hybrid- FlexStaff

FlexStaff

Melville, NY • On-site

$25/hr

Full-time

Posted 22 days ago

Job description

Job Description
This position has a target start date of 7/20/26
Training hours Monday-Friday 9:00am-5:00pm 8-10 weeks - After training it's two days in office 10:00am-6:00pm (Tuesday and Wednesday). Monday Thursday Friday Remote. If call out any of scheduled in-office days will be expected to make up the in-office day on a Thursday or Monday.
The Associate Financial Services Representative will be an exceptionally customer focused individual that will provide information, fulfill customer needs, and tailor our services to create an easy and seamless servicing experience.
Responsibilities:
  • Assists in the verification of insurance benefits for services prior to admission
  • Obtains timely pre-authorization for all outpatient and inpatient services
  • Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes
  • Helps in coordinating inpatient billing
  • Provides support for all finance issues and ensures that activities occur in compliance with appropriate regulations and contractual obligations
  • Assists in patient billing and maintaining pertinent records as required for maintenance of certification
  • Helps in coordinating with nursing staff in planning and organizing program activities
  • Majority of contact is internal and/or customer service oriented
  • Work and tasks are most often routine, structured and transactional in nature; work requires minimal variance from guidelines and procedures
  • Makes routine decisions regarding assigned task within defined parameters, often limited and confined to on-going matters
  • Elevates questions, problems and significant challenges to more senior team members for direction or subject matter expertise
  • Prioritizes basic tasks; priorities typically guided by standard practices or by others
  • Ensures timely and accurate performance of responsibilities for a single area or group of closely related tasks
  • Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.

Qualifications:
  • High School Diploma or equivalent required
  • Associate's Degree or equivalent combination of education and related experience preferred
  • 0-1 years relevant experience preferred.

*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

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