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Financial Client Service Associate Jobs (NOW HIRING)

Redwood Family Wealth

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Financial Client Service Associate

Addison, TX · On-site

$60K - $80K/yr

Role Description This is a full-time, on-site, client facing role based in Addison, Texas, for a Sr Client Service Associate (CSA) position. We are a team-oriented group of Independent Financial ...

Kestra Holdings

Client Service Specialist II

Austin, TX · Hybrid

$16.75 - $22.25/hr

Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals--including traditional and hybrid RIAs--to grow ...

Mariner Finance

Client Service Associate

Bellaire, TX · On-site

$13 - $18/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

Sioux Falls, SD · 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 ...

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Financial Client Service Associate information

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$13

$31

$67

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

As of Jun 18, 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.

Is $50,000 enough to work with a financial advisor?

For a Financial Client Service Associate, a $50,000 salary can be sufficient depending on the location, cost of living, and experience level. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be considered below average for the profession. Additional certifications or skills can influence salary expectations and job responsibilities.

How much does a finance associate earn?

A financial client service associate typically earns between $40,000 and $65,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced associates or those with specialized skills can earn higher salaries, often supplemented with bonuses or commissions.

What is the role of a financial service associate?

A financial client service associate supports clients by providing account information, processing transactions, and addressing inquiries related to financial products and services. They often assist with account maintenance, ensure compliance with regulations, and use financial software to manage client data. Strong communication skills and knowledge of financial regulations are essential for this role.

What does a 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 with account management, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and financial knowledge 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 June 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.
Financial Client Service Associate

Financial Client Service Associate

Redwood Family Wealth

Addison, TX • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

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Job description

Redwood Family Wealth is dedicated to providing exceptional financial planning and wealth management services to clients across various life stages. With a focus on personalized strategies, the company ensures clients achieve their financial objectives and long-term stability. Located in Addison TX, Redwood Family Wealth values trust, integrity, and strong client relationships. By tailoring solutions to the unique goals of its clients, the firm delivers a seamless and client-centered approach to financial well-being. We are an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Role Description
This is a full-time, on-site, client facing role based in Addison, Texas, for a Sr Client Service Associate (CSA) position. We are a team-oriented group of Independent Financial Advisors looking for a full-time administrative professional to support our team. You would be working directly with the owners of the firm and our clients. Must have a "Happy to help" attitude, be a problem solver, self-starter, and be able to multi-task effectively. Our industry is everchanging and you must be able to adapt. We have a great, diverse group of clients and a team that is focused on working smarter, together. Please note, this is NOT a remote position and will require you to be in the office Monday through Friday.

Duties and Responsibilities:
• Work in tandem with the Director of Operations in all aspects of office and administrative responsibilities
• Support 2 Financial Advisors and their clients as needed
• Must be able to work with a diverse group of people

Qualifications
• Proficiency in Client Services and Support
• Strong Communication skills, including both verbal and written communication
• Experience with the ability to support financial processes and transactions a must.
• Excellent organizational and multi-tasking abilities
• Strong interpersonal skills with a client-focused mindset
• Proficiency in relevant software tools and applications (O365 required)
• Relevant experience in finance, business, or related field is a plus
• Ability to maintain confidentiality and handle sensitive information is required.
• Ability to work independently and manage multiple tasks simultaneously.
• Spanish is a plus, but not required

Company Description

Redwood Family Wealth is dedicated to providing exceptional financial planning and wealth management services to clients across various life stages. With a focus on personalized strategies, the company ensures clients achieve their financial objectives and long-term stability. Located in Addison TX, Redwood Family Wealth values trust, integrity, and strong client relationships. By tailoring solutions to the unique goals of its clients, the firm delivers a seamless and client-centered approach to financial well-being. We are an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need