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Digital Client Service Associate Jobs (NOW HIRING)

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep ...

ShortList Recruitment Limited

$14.75 - $20.50/hr

\n \n \n \n Client Service Associate, Investment Services \n \n USA Remote \n \n Up to $140,000 \n \n \n \n \n ShortList is recruiting for a Client Service Associate for a specialist investment ...

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Client Service Associate Salary Range: $60,000-$75,000 / Year, DOE Join a well-established wealth management firm where client service is the standard, not an afterthought . This Client Service ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

... in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the Financial Advisors ... Client Service Associates located in Connecticut receive an annual salary ranging from $35,360 to ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... in digital tools (e.g. MSOnline, eSign, eAuthorization) • Supporting the FAs/PWAs/teams ...

Morgan Stanley

Client Service Associate

Greenwich, CT · On-site

$35K - $61K/yr

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support ... digital tools (e.g. MSOnline, eSign, eAuthorization) Supporting the FAs/PWAs/teams' marketing ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

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Digital Client Service Associate information

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$66

How much do digital client service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for digital client service associate in the United States is $28.71, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $31.25 per hour, depending on experience, location, and employer.

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Cities with the most Digital Client Service Associate job openings:

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Client Service Associate

Raleigh, NC • On-site

Kestra Financial
Finance and Insurance • 201 - 500 employees
Learn more about Kestra Financialexternal

$14 - $19.50/hr

Other

Re-posted 13 days ago

Kestra Financial rating

5.9

Company rating: 5.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory

  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

What Kestra Financial employees say

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