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Client Service Finance Jobs (NOW HIRING)

Mariner Finance

Client Service Associate

Ankeny, IA · Hybrid

$13.50 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Des Moines, IA · Hybrid

$14.25 - $19.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Joliet, IL · On-site

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Altoona, IA · Hybrid

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Elgin, IL · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Urbandale, IA · Hybrid

$13.75 - $19/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Indianola, IA · Hybrid

$13.75 - $18.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

West Des Moines, IA · Hybrid

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Chicago, IL · On-site

$14.50 - $20/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Waukee, IA · Hybrid

$14 - $19.25/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

Mariner Finance

Client Service Associate

Oakbrook Terrace, IL · On-site

$14.50 - $20/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

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How much do client service finance jobs pay per hour?

As of May 30, 2026, the average hourly pay for client service finance in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Service Finance professional, and why are they important?

To thrive as a Client Service Finance professional, you need a solid understanding of financial products, account management, and client relationship management, often supported by a degree in finance, business, or a related field. Familiarity with financial software platforms, CRM systems, and industry regulations such as FINRA or SEC compliance is typically required. Strong interpersonal skills, problem-solving abilities, and attention to detail help professionals excel in servicing clients and building trust. These skills are crucial for delivering high-quality financial solutions, ensuring regulatory compliance, and maintaining long-term client relationships.

What are some common challenges faced by professionals in Client Service Finance, and how can they be addressed?

Professionals in Client Service Finance often face the challenge of balancing multiple client accounts while ensuring accuracy and compliance with financial regulations. Managing tight deadlines and adapting to clients’ evolving needs can also create pressure. To address these challenges, strong organizational skills, effective communication, and proactive problem-solving are vital. Regular training and staying updated on industry standards can help professionals deliver consistent and high-quality service, improving both client satisfaction and job performance.

What is Client Service Finance?

Client Service Finance refers to professionals who act as a bridge between financial institutions and their clients, ensuring that clients receive tailored financial solutions and top-notch service. These specialists assist clients with account management, investment advice, transaction support, and resolving financial inquiries. Their goal is to maintain strong client relationships and help clients achieve their financial objectives while adhering to compliance and regulatory standards. Typically, they work in banks, investment firms, or financial advisory companies.

What is the difference between Client Service Finance vs Client Relationship Manager?

AspectClient Service FinanceClient Relationship Manager
Required CredentialsFinance or business degree, certifications like CFA or CFP often preferredBusiness or marketing degree, certifications like CRM or related customer service training
Work EnvironmentFinancial institutions, corporate finance departments, client accountsSales, customer service, client engagement teams
Employer & Industry UsageBanking, investment firms, financial servicesBanking, insurance, consulting, and service industries
Comparison Search IntentUnderstanding finance-specific client support rolesManaging client relationships and satisfaction

While both roles involve client interaction, Client Service Finance focuses on financial account management, analysis, and supporting financial products. Client Relationship Managers primarily focus on building and maintaining strong client relationships to ensure satisfaction and retention. The roles often overlap in client communication but differ in their core functions and industry focus.

More about Client Service Finance jobs
What states have the most Client Service Finance jobs? States with the most job openings for Client Service Finance jobs include:
What job categories do people searching Client Service Finance jobs look for? The top searched job categories for Client Service Finance jobs are:
Client Service Finance jobs near you
Infographic showing various Client Service Finance job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Client Service Associate

Client Service Associate

Ameriprise Financial

Grapevine, TX • On-site

$47K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

38th of 138 rated financial services

Job description

Client Service Associate
Location: Grapevine, TX
Full-Time | In-Office
Position Overview
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparation, follow-up, and ongoing client service needs. This role plays an important part in ensuring a seamless client experience by helping advisors and team members stay organized and prepared for client interactions.
This position is ideal for a highly organized, detail-oriented professional who enjoys working with people and wants to build a career within the financial services industry. The role offers the opportunity to grow within the firm and develop additional responsibilities over time.
Key Responsibilities
  • Prepare materials and documentation for upcoming client meetings
  • Coordinate follow-up tasks and action items after client meetings
  • Maintain accurate client records and update information in the CRM system
  • Assist with data gathering and documentation needed for client planning conversations
  • Support advisors and team members with operational and administrative tasks
  • Communicate with clients regarding follow-up items and service requests
  • Assist with managing meeting workflows, ensuring tasks are completed in a timely manner
  • Contribute to a team-based environment supporting multiple advisors and client relationships

Qualifications
  • Bachelor's degree preferred
  • Experience in client service, financial services, banking, insurance, real estate, or a related professional services industry preferred
  • Strong organizational, attention to detail, and time management skills
  • Excellent written and verbal communication skills, including comfort speaking with clients by phone
  • Ability to manage multiple priorities and work in a fast-paced environment
  • Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Experience with CRM systems preferred; Salesforce experience is a plus

Professional Growth Opportunity
This role is designed for individuals interested in building a long-term career in wealth management. As you develop within the firm, opportunities may include expanded responsibilities in financial planning support, advanced client service functions, and potential future licensing and career progression within the practice.
Compensation and Benefits
  • Competitive base salary, commensurate with experience and demonstrated expertise in wealth management operations, with a range of $47,000 - $65,000 annually - exempt.
  • 50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
  • Paid time off and paid holidays
  • Simple IRA with employer match
  • Group term life insurance
  • Opportunities for professional development and growth

About Our Practice
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, built for people who want to do meaningful work in an environment where character, contribution, and collaboration truly matter. Our team believes in:
  • Ownership which means we take responsibility for outcomes instead of waiting for someone else to step in.
  • Integrity in Action guides everything we do. We honor commitments, deliver to standard, and show up consistently for our clients and for one another. People are at the heart of our practice.
  • A genuine Heart for People shapes how we serve, celebrate, and support the individuals who trust us with their financial lives.
  • We strive to create Psychological Safety so everyone on the team has space to share ideas, ask questions, grow, and lead. Wins and effort are not overlooked here.
  • We Celebrate and Recognize progress because it fuels momentum and reinforces the impact of great work.
  • We bring a Positive Work Ethic to each day with a belief that energy creates opportunity.
  • We operate as One Team, choosing collaboration over silos and ensuring clients experience seamless, high-quality care.
  • With Positive Intent, we listen first, seek to understand, and assume the best of one another which helps us communicate openly and solve challenges quickly.
  • Our team values Value Over Activity. We focus on meaningful work, intentional actions, and outcomes that matter rather than simply staying busy.
  • We pursue Relentless Improvement, always looking for ways to refine our craft, elevate our service, and grow personally and professionally.
  • And we approach every challenge with a Solutions First mindset so clients and teammates always feel supported, informed, and empowered to move forward.

This is a place for people who want to build something special, contribute to a team that truly works together, and grow within a culture that balances excellence with heart. If that resonates, you'll feel right at home at LifeBranch.
Please submit your résumé and a brief cover letter outlining your experience in financial services operations.
Equal Opportunity Employer
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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