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Financial Client Service Associate Jobs (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview: The Financial Client Service Associate role involves working closely with ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

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 ...

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 ... The ideal candidate will have 2+ years of experience in the financial services industry allowing ...

Kestra Financial

Client Service Associate

Trenton, NJ · On-site

$14.50 - $20/hr

Client Service Associate (CSA) Financial Advisor Office / Wealth Management Practice Position Title Client Service Associate (CSA) Position Summary The Client Service Associate is responsible for ...

Triumph Financial

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven ... Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing ...

Red Shift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to ...

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Financial Client Service Associate information

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

As of Aug 25, 2026, the average hourly pay for financial client service associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities are hiring for Financial Client Service Associate jobs?

Cities with the most Financial Client Service Associate job openings:

What states have the most Financial Client Service Associate jobs?

States with the most job openings for Financial Client Service Associate jobs include:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Client Service Associate

Chicago, IL • On-site

CPS
See more jobs at CPSexternal

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 Employment Type: Full-Time Position Overview: The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support. Key Responsibilities: Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete. Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations. Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely responses to client requests and ensure their needs are met efficiently. Operational Support: Support day-to-day operations by managing client account information, maintaining accurate records, and updating client details in the system. Reporting and Documentation: Prepare and maintain reports, track transactions, and ensure proper documentation for regulatory and compliance purposes. Coordination with Advisors: Work closely with financial advisors to ensure that client needs are met and provide administrative support for client meetings, reviews, and other financial services. Compliance and Risk Management: Ensure that all activities are conducted in line with industry regulations and the company’s internal policies. Help maintain the firm’s compliance with all relevant financial laws and guidelines. Required Qualifications: Bachelor’s degree in Finance, Business, or a related field Experience in a client service role within financial services or a related industry. Familiarity with financial products and services such as investments. Excellent communication skills, both verbal and written. Series 6, 7, 65 or 66 licenses Previous experience working with financial advisors or in client-facing roles within the financial services industry. Benefits: Health, dental, and vision insurance 401(k) plan with employer match Growth opportunities for career advancement within the company Work life balance, paid time off and holidays #LI-YT1

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