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Financial Client Service Associate Jobs (NOW HIRING)

Red Shift

Client Service Associate

Manhattan, NY

$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 ...

Ameriprise Financial

Client Service Associate

Duluth, GA · On-site

$13.25 - $18.50/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Lexington, SC · On-site

$12.50 - $17/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Grapevine, TX · On-site

$47K - $65K/yr

Client Service Associate Location: Grapevine, TX Full-Time | In-Office Position Overview LifeBranch ... Experience in client service, financial services, banking, insurance, real estate, or a related ...

Ameriprise Financial

Client Service Associate

Atlanta, GA · On-site

$14 - $19.25/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... Role Summary The Client Service Associate supports Financial Advisors by delivering proactive, high ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

Mariner

Client Service Associate

Bloomfield Hills, MI

$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 ...

The Right Click, Inc.

Client Service Associate

Darien, CT

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail ... financial support role * Strong organizational skills with the ability to manage multiple ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing ...

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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.
Client Service Associate

Client Service Associate

redShift Recruiting

Manhattan, NY

$22 - $25/hr

Full-time

Posted 19 hours ago

Job description

Client Service Associate

Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: 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 support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.


The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.


Key Responsibilities

  • Provide administrative and client service support to wealth management professionals
  • Greet clients and visitors in a professional, welcoming manner
  • Prepare, review, and process documentation with a high level of accuracy
  • Manage emails, scheduling, and internal coordination for assigned teams
  • Support data entry, reporting, and document management using financial systems
  • Assist with ongoing client service requests and follow-up activities
  • Learn and utilize financial software platforms; training provided
  • Support day-to-day office operations as needed

Qualifications

  • Highly organized, detail-oriented, and professional demeanor
  • Strong numerical aptitude with excellent accuracy
  • Prior administrative or client support experience preferred
  • Proficiency with Microsoft Office, especially Excel and PDF tools
  • Ability to learn financial services software and processes
  • Bachelor's degree preferred but not required
  • Financial services experience or investment licenses are a plus
  • Stable work history and strong reliability required
  • Willingness to work onsite in a New York City office daily

To see a full listing of all our open positions, please visit:
https://www.redshiftrecruiting.com/jobs-hiring-near-me

redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.