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Client Services Finance Associate Jobs (NOW HIRING)

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus ... Strong analytical and financial skills * Organized/detail-oriented with a high degree of accuracy

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

Aionios LLC

Public Finance Associate

Orlando, FL · On-site

$180K - $210K/yr

Florida (Multiple Offices Available) Experience: 6+ years Our client, an Am Law 200 full-service law firm, is seeking a Real Estate / Public Finance Associate to join its Florida-based practice. This ...

Triumph Financial

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Eden Rose

Fund Finance Associate

Charlotte, NC · On-site

$260K - $420K/yr

New York, NY Salary: from $260,000 to $420,000 Our Client a prestigious law firm is looking for an experienced Fund Finance Associate to join its growing Fund Finance practice in New York. This is an ...

R. M. DAVIS, INC.

FINANCE ASSOCIATE

Portland, ME · On-site

$60K - $80K/yr

We are dedicated to delivering exceptional client service while maintaining a modern, secure, and resilient technology environment. Position Overview: The Finance Associate supports the day-to-day ...

Triumph Financial

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

HHM CPAs

Client Services Associate

Chattanooga, TN · On-site

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus ... financial skillsOrganized/detail-oriented with a high degree of accuracyGood written and verbal ...

Bessemer Trust Inc.

Finance Associate

Manhattan, NY

BI invests primarily in leading businesses across the industrials, business services, and consumer ... The Finance Associate will work closely with the firm's Senior Finance Associate and Chief ...

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Client Services Finance Associate information

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How much do client services finance associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for client services finance associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

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Client Services Associate

Chattanooga, TN • On-site

HHM CPAs
See more jobs at HHM CPAsexternal

Full-time

Posted 9 days ago

Job description

HHM Wealth Advisors is seeking a CSA to join our team.

As a member of the Client Service Team, the Client Service Associate (CSA) responsibilities focus on the daily activities that support our mission of providing excellent client service. Duties and responsibilities will include the support of all partners, advisors and staff members.

This role will be onsite in Chattanooga, TN.

Areas of focus:

  • Deliver superior client service
  • Serve as liaison between advisor and client
  • Manage client information

Duties and Responsibilities:

Trader:

  • Accurately execute trades
  • Verify trades daily
  • Complete trade corrections quickly and efficiently

Client Service:

  • Schedule client review meetings
  • Create portfolio review documentation
  • Maintain CRM with appropriate review schedules with updates as necessary
  • Manage client requests efficiently

New Clients/Account Maintenance

  • Client onboarding
  • Document generation and processing
  • Client file documentation maintenance

Qualifications:

  • Client first attitude
  • A team player, collaborative, able to work with others
  • Desire/ability to work successfully in a small company environment
  • Ability to multitask and prioritize a variety of activities
  • Strong analytical and financial skills
  • Organized/detail-oriented with a high degree of accuracy
  • Good written and verbal communication skills
  • Proficiency in Word, Excel, Outlook
  • Willingness to learn new tasks/programs/software

Apply