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Financial Client Service Associate Jobs in Kansas

Public Consulting Group

Client Service Associate 1

Topeka, KS · Remote

$13.75 - $18.75/hr

... Client Success Associates and their functional area counterparts across operations and technology. Duties & Responsibilities * Provides excellent customer service to all clients, as measured by ...

UMB

Client Service Specialist Sr. UMBFSI

Leawood, KS · On-site

$16.50 - $22/hr

Private Wealth Management Client Service Associate Type of Role: Individual contributor ... Understanding of financial services client service best practices and a knack for generating "wow ...

defi AUTO LLC

Client Service Executive

Topeka, KS · On-site

$82K - $117K/yr

In this role, you partner cross-functionally with finance, IT, HR, product, and sales to coordinate the delivery, enhancement, and continuous improvement of services. You play a critical role in ...

UMB Bank

Client Service Specialist Sr. UMBFSI

Leawood, KS · On-site

$16.50 - $22/hr

... associates on the team; regularly provides guidance and feedback on client service best practices ... financial results • Perform required Administrative Compliance reviews with clients • Ensure ...

Banfield Pet Hospital

Client Service Coordinator

Olathe, KS · On-site

$17.50 - $22.75/hr

CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the ... Associates. This allowance provides financial assistance to pursue continuing education ...

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Financial Client Service Associate information

See Kansas salary details

$12

$28

$60

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 Kansas is $28.51, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $30.67 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 in Kansas are hiring for Financial Client Service Associate jobs? Cities in Kansas with the most Financial Client Service Associate job openings:
Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Kansas as of June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $59,292 per year, or $28.5 per hour.
Registered Client Service Associate

Registered Client Service Associate

Ameriprise Financial

Leawood, KS • On-site

Full-time

Posted 21 days ago

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
We are seeking a highly motivated and detail oriented Registered Client Service Associate (CSA) to join our growing Ameriprise Financial team. This role is a key part of our client experience and daily operations, with a strong focus on money movement, trading and transaction management, client service support, and advisor team coordination.
The ideal candidate thrives in a fast paced, team oriented environment and enjoys working directly with clients while supporting a sophisticated wealth management and financial planning practice.
Key Responsibilities
Client Service & Relationship Support
  • Serve as a primary point of contact for client service requests via phone, email, and in-person interactions
  • Provide clear, professional, and timely communication to clients with diverse financial needs and backgrounds
  • Support clients with common service needs, including distributions, contributions, account maintenance, and documentation
  • Assist with Required Minimum Distributions (RMDs), including setup, processing, and client education

Money Movement, Trading & Transaction Support
  • Process money movement requests accurately and efficiently, including ACHs, wires, checks, and journal transfers
  • Support trading, rebalancing, and transaction management in coordination with advisors and centralized trading teams
  • Ensure all transactions meet firm policies, regulatory requirements, and internal risk controls
  • Monitor transaction status and follow through to completion

Team & Advisor Support
  • Collaborate closely with advisors, planners, and fellow team members across investment management and financial planning
  • Support a growing and specialized team by managing workflows, priorities, and deadlines
  • Maintain accurate client records and documentation within Ameriprise systems
  • Assist with preparation for client meetings and ongoing service follow-ups

Financial Planning & Education Support
  • Provide basic education and support around financial planning concepts as appropriate
  • Help gather and organize client information to support planning and analysis
  • Adapt communication style to meet the needs of different clients, from simple service requests to more complex planning conversations

Required Qualifications:
  • Bachelors degree or equivalent.
  • 3 - 5 years relevant experience required.
  • Series 7 or ability to obtain within 150 days.
  • State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • Experience working in a client service environment.
  • Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

Preferred Qualifications:
  • State IAR registration (S65 or S66) or ability to obtain within 150 days.
  • Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.

What We Offer
  • Opportunity to be part of a growing, collaborative Ameriprise practice
  • Meaningful client interaction and long-term relationship building
  • Exposure to investment management, financial planning, and advanced service needs
  • Supportive team culture with opportunities for professional development
  • Competitive compensation and benefits, aligned with experience
  • Participation in team revenue cut-ins, allowing compensation to grow alongside the practice

Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Employees in this role work in the office five (5) days per week.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Benefits

Hours and flexibility

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Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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