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Entry Level Client Facing Finance information

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$13

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$54

How much do entry level client facing finance jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for entry level client facing finance in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Client Facing Finance vs Entry Level Financial Advisor?

AspectEntry Level Client Facing FinanceEntry Level Financial Advisor
CredentialsBasic finance or related degree, possibly certifications like FINRA Series 7Finance degree, certifications like Series 7 or CFP often preferred
Work EnvironmentBank branches, financial firms, client meetingsFinancial planning firms, banks, client consultations
Employer & Industry UsageBanks, investment firms, financial servicesIndependent or firm-based financial planning
Search & Comparison IntentUnderstanding entry-level client-facing finance rolesEntry-level financial advising roles

Entry Level Client Facing Finance roles typically involve supporting financial services, client interactions, and basic financial operations. Entry Level Financial Advisors focus more on providing personalized financial advice and planning. While both roles require similar credentials and work environments, financial advisors often have a stronger emphasis on client-specific financial planning and may pursue additional certifications.

How do you start a career in entry level client facing finance with no experience?

To start a career in entry level client facing finance with no experience, focus on developing basic financial knowledge through online courses or certifications like Excel or financial fundamentals. Gain customer service or communication skills through internships, volunteering, or part-time roles, and apply for entry-level positions that offer on-the-job training to build relevant experience.

What are some entry level client facing finance jobs?

Entry level client-facing finance jobs include roles such as financial advisor assistant, banking associate, or client services representative. These positions typically require strong communication skills, basic financial knowledge, and proficiency with customer relationship management (CRM) tools. They often serve as stepping stones to more advanced finance careers and may require relevant certifications or training.

What is an entry-level position in finance?

An entry-level client-facing finance position is a role suitable for individuals starting their finance careers, often requiring minimal prior experience. These roles typically involve tasks such as assisting clients, processing transactions, and supporting financial advisors, with common tools including Excel and financial software. They often serve as a stepping stone to more advanced finance roles and may require relevant certifications or educational backgrounds in finance or related fields.

What is the best entry level client facing finance job?

An entry-level client-facing finance role typically includes positions such as financial analyst, client services associate, or banking associate. These roles often require strong communication skills, basic financial knowledge, and proficiency with tools like Excel; certifications such as the CFA Level I can also be beneficial for career growth.

What cities are hiring for Entry Level Client Facing Finance jobs?

Cities with the most Entry Level Client Facing Finance job openings:

What are the most commonly searched types of Client Facing Finance jobs?

The most popular types of Client Facing Finance jobs are:

What states have the most Entry Level Client Facing Finance jobs?

States with the most job openings for Entry Level Client Facing Finance jobs include:

Entry Level Client Facing Finance jobs near you

Entry-Level Client Relations Associate

Soni Resources

Manhattan, NY • On-site

$18/hr

Other

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Join a dynamic advisory firm at the forefront of shareholder communication and corporate decision-making. This fast-paced organization helps major companies and investment firms engage with their investors during important votes, mergers, and governance events. With a strong focus on clear communication, market insight, and hands-on teamwork, the firm offers early-career professionals the chance to build valuable skills, gain exposure to high-profile corporate activity, and work alongside experienced advisors who understand how shareholders think and respond. This early-career, contract position is perfect for candidates comfortable in customer service or call-center environments looking to advance their careers into banking or finance roles.
What You'll Do:

  • Make outbound calls to shareholders using prepared scripts
  • Answer inbound questions and provide clear voting information
  • Record call outcomes accurately and follow standard operating procedures
  • Support ongoing proxy campaigns with basic administrative tasks
  • Work onsite daily in a fast-paced, professional environment, with additional remote hours (OT eligible).
What We're Looking For:
  • Strong communication and professional phone presence
  • Comfortable with high-volume calling and structured workflows
  • Reliable, detail-oriented, and able to follow procedures
  • Available for immediate, contract-based work in New York
  • Technical proficiency and access to a device for remote access.
Why Apply:
  • No prior finance experience required but candidates must have an understanding of basic finance principles
  • Hands-on training provided
  • Great early-career opportunity with strong skill-building potential

Compensation: $18/hr
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
#SONINY
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About Soni Resources

Sourced by ZipRecruiter

Soni is a premier staffing & recruitment company that is disrupting the human capital management space. Headquartered in New York, Soni has presence in 23 markets across the United States. We support each professional relationship with a cutting-edge approach, industry-leading insights, and a human touch. We are trusted to help companies and individuals tackle their challenges and capture their greatest opportunities. We are minority-owned, and diversity & inclusion is in our DNA. We are committed to creating environments where people are empowered to be their authentic selves.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

New York, NY, US

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