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Financial Client Service Associate Jobs (NOW HIRING)

Mariner Finance

Client Service Associate

Troy, MI · On-site

$13.75 - $19/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

Sylvan Lake, MI · On-site

$14.25 - $19.75/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

Orlando, FL · 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

Birmingham, MI · On-site

$13.75 - $19/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

Azalea Park, FL · 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

Edgewood, FL · On-site

$13 - $17.75/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

Galena Park, TX · On-site

$12.25 - $17/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

Spring Valley, TX · On-site

$12.50 - $17.25/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

Franklin, MI · On-site

$13.25 - $18.25/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

Hilshire Village, TX · On-site

$12.50 - $17.25/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

Jacinto City, TX · On-site

$13.50 - $18.50/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

Orlando, FL · On-site

$13.25 - $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

Pine Castle, FL · On-site

$13.50 - $18.75/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

Pine Hills, FL · On-site

$13.50 - $18.75/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

Keego Harbor, MI · 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

Houston, TX · On-site

$13.75 - $19/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

Bingham Farms, MI · On-site

$13.25 - $18.50/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

Bloomfield Hills, MI · On-site

$13.75 - $19/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 ...

Revolt Financial

Client Service Associate

Melville, NY · Hybrid

$80K - $95K/yr

Client Service Associate, Insurance & Wealth Management Support Location: Melville, NY | In Office ... a collaborative financial services firm and be part of a team that takes a coordinated ...

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Financial Client Service Associate information

See salary details

$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.
Client Service Associate

Client Service Associate

Mariner Finance

Troy, MI • On-site

$13.75 - $19/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Mariner Finance rating

7.6

Company rating: 7.6 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned
Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus
Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment
#LI-NW1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice .
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