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Client Service Finance Jobs (NOW HIRING)

Mariner Finance

Client Service Associate

Naperville, 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

Chicago, IL · On-site

$14.75 - $20.25/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

Johnston, 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

Aurora, IL · On-site

$14.50 - $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

Cicero, 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

Clive, 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 ...

Ronald Blue Trust

Client Service Associate

Brentwood, TN · On-site

$13.75 - $19/hr

... of client service, financial planning, investment management, office administration and/or ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

Blue Trust Inc

Client Service Associate

Brentwood, TN

$13.75 - $19/hr

... of client service, financial planning, investment management, office administration and/or ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

MIO Partners

Client Service Specialist (NY)

New York, NY

$18.50 - $24.50/hr

Work with the finance team and administrators to ensure transactions are processed efficiently for ... High service-orientation with a client-first approach * Strong organizational and project ...

Blue Trust

Client Service Associate

Brentwood, TN

$13.75 - $19/hr

... of client service, financial planning, investment management, office administration and/or ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

Ronald Blue & Co

Client Service Associate

Brentwood, TN

$13.75 - $19/hr

... of client service, financial planning, investment management, office administration and/or ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

Saxobank

$15.75 - $21.50/hr

Our vision is to enable people to fulfil their financial aspirations to make an impact. That is why ... Our Client Service team consists of 200+ employees spread across nine locations servicing all ...

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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

Mariner Finance

Naperville, IL • On-site

$14.50 - $20/hr

Full-time

Posted 23 days ago

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
#LI-NW1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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