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Financial Client Service Associate Jobs in Derry, NH

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

Morgan Stanley

Client Service Associate

Middleton, MA · On-site

$16.75 - $23/hr

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... We currently have an opportunity for a Client Services Associate to join our Commercial Lines team ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... We currently have an opportunity for a Client Services Associate to join our Commercial Lines team ...

HUB

Client Service Associate

Wilmington, MA · Hybrid

$15.75 - $21.75/hr

We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our ... We currently have an opportunity for a Client Services Associate to join our Commercial Lines team ...

HUB International

Client Service Associate

Wilmington, MA · On-site

$15.75 - $21.75/hr

As you become more proficient, you will be given the opportunity to manage certain client and advisor relationships. As you actively service existing accounts, you will trained on how to develop new ...

Squaremouth

Client Service Associate

Wilmington, MA · On-site

$15.75 - $21.75/hr

As you become more proficient, you will be given the opportunity to manage certain client and advisor relationships. As you actively service existing accounts, you will trained on how to develop new ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Derry, NH

Financial Client Service Associate information

See Derry, NH salary details

$14

$32

$68

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 Derry, NH is $32.24, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.66 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 near Derry, NH are hiring for Financial Client Service Associate jobs?

Cities near Derry, NH 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 Derry, NH as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $67,060 per year, or $32.2 per hour.

Client Service Associate - Wealth Management

Bedford, NH • On-site

Raven Ridge
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Raven Ridgeexternal

Other

Re-posted 18 days ago

Job description

Client Service Associate - Wealth Management
Are you someone who takes pride in delivering an exceptional client experience? Do you enjoy building relationships, solving problems, and being part of a collaborative team that genuinely cares about its clients and each other?
We're seeking a Client Service Associate to join our growing wealth management practice. Whether you're already licensed or looking to grow your career in financial services, this is an opportunity to join a firm that invests in its people through mentorship, continuing education, and professional development.
If you're looking for more than "just another job" and want to build a long-term career where your contributions make a meaningful difference, we'd love to meet you.
What You'll Do
As a trusted member of our client service team, you'll help create an exceptional experience for our clients while supporting our financial advisors and operations team.
Responsibilities include:
  • Serve as a primary point of contact for clients, delivering responsive, professional, and personalized service.
  • Build strong relationships with clients while anticipating their needs and providing proactive support.
  • Process account openings, transfers, money movements, and account maintenance accurately and efficiently.
  • Coordinate client meetings and assist with preparing reports, presentations, and meeting materials.
  • Work closely with advisors to ensure timely follow-up on client requests and financial planning initiatives.
  • Maintain accurate client records and documentation while adhering to industry regulations and compliance standards.
  • Collaborate with teammates to improve processes and contribute to an outstanding client experience.
  • Continue learning about financial planning, investment services, and industry best practices.
What We're Looking For
We're looking for someone who is curious, motivated, and committed to delivering outstanding service.
Qualifications include:
  • Experience in financial services, wealth management, banking, or a professional client service environment preferred.
  • FINRA licenses (Series 7 and/or 66) are a plus but not required. We're happy to consider candidates eager to earn their licenses and continue growing their careers.
  • Exceptional communication and relationship-building skills.
  • Strong organizational skills with excellent attention to detail.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Positive, collaborative attitude and willingness to support teammates.
  • Proficiency with Microsoft Office; experience with wealth management or CRM platforms is a plus.

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