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Financial Client Services Jobs (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL

$70K - $85K/yr

Job Title: Financial Client Service Associate Location: Chicago Salary : $70,000 - $85,000 ... Familiarity with financial products and services such as investments. * Excellent communication ...

FHN Financial

FHNF CLIENT SERVICES ANALYST

Memphis, TN · On-site

The Client Services Analyst is a part of the FHN Financial Information Technology Client Services team and works closely with IT infrastructure administrators, among others, to ensure a highly ...

First Horizon

FHNF CLIENT SERVICES ANALYST

Memphis, TN · On-site

The Client Services Analyst is a part of the FHN Financial Information Technology Client Services team and works closely with IT infrastructure administrators, among others, to ensure a highly ...

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$25K

$65.2K

$132K

How much do financial client services jobs pay per year?

As of Jun 6, 2026, the average yearly pay for financial client services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What are Financial Client Services?

Financial Client Services refers to the support and assistance provided to clients of financial institutions or firms, such as banks, investment companies, or advisory firms. Professionals in this role help clients manage their accounts, resolve financial queries, and offer information about financial products and services. They play a key role in building client relationships, ensuring satisfaction, and sometimes assisting with transactions or investment guidance. The position typically requires strong communication skills and a good understanding of financial products and regulations.

What are the key skills and qualifications needed to thrive as a Financial Client Services professional, and why are they important?

To thrive in Financial Client Services, you need strong knowledge of financial products, client relationship management, and attention to detail, often supported by a bachelor’s degree in finance or related fields. Familiarity with CRM software, financial analysis tools, and sometimes FINRA or similar certifications is typically required. Exceptional communication, problem-solving abilities, and a client-focused mindset are standout soft skills for this role. These skills ensure accurate service delivery, build client trust, and contribute to the overall success of financial institutions.

What is the difference between Financial Client Services vs Financial Advisor?

AspectFinancial Client ServicesFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 66
Work EnvironmentClient support, account management, service-orientedFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, brokerage firms, financial institutionsIndependent firms, banks, wealth management

Financial Client Services primarily focuses on supporting clients through account management and service tasks, while Financial Advisors provide personalized financial planning and investment advice. Both roles often require similar certifications and work within the financial industry, but their core functions differ in scope and responsibilities.

What are some common challenges faced in a Financial Client Services role and how can they be managed?

In Financial Client Services, professionals often encounter challenges such as managing multiple client accounts, addressing complex financial inquiries, and meeting tight deadlines. Effective time management, clear communication skills, and a strong understanding of financial products are key to overcoming these hurdles. Collaborating closely with internal teams such as advisors and operations can also help resolve client issues efficiently and maintain high service standards. Continuous learning and staying updated on industry regulations further support success in this dynamic environment.
More about Financial Client Services jobs
What are the most commonly searched types of Financial Client Services jobs? The most popular types of Financial Client Services jobs are:
What states have the most Financial Client Services jobs? States with the most job openings for Financial Client Services jobs include:
What job categories do people searching Financial Client Services jobs look for? The top searched job categories for Financial Client Services jobs are:
Financial Client Services jobs near you
Infographic showing various Financial Client Services job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 76% Full Time, 13% Part Time, 1% Temporary, and 8% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Client Service Associate

CPS

Chicago, IL

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

Job Title: Financial Client Service Associate

Location: Chicago

Salary: $70,000 - $85,000

Employment Type: Full-Time

Position Overview:

The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.

Key Responsibilities:

  • Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete.
  • Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations.
  • Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely responses to client requests and ensure their needs are met efficiently.
  • Operational Support: Support day-to-day operations by managing client account information, maintaining accurate records, and updating client details in the system.
  • Reporting and Documentation: Prepare and maintain reports, track transactions, and ensure proper documentation for regulatory and compliance purposes.
  • Coordination with Advisors: Work closely with financial advisors to ensure that client needs are met and provide administrative support for client meetings, reviews, and other financial services.
  • Compliance and Risk Management: Ensure that all activities are conducted in line with industry regulations and the company’s internal policies. Help maintain the firm’s compliance with all relevant financial laws and guidelines.

Required Qualifications:

  • Bachelor’s degree in Finance, Business, or a related field
  • Experience in a client service role within financial services or a related industry.
  • Familiarity with financial products and services such as investments.
  • Excellent communication skills, both verbal and written.
  • Series 6, 7, 65 or 66 licenses
  • Previous experience working with financial advisors or in client-facing roles within the financial services industry.

Benefits:

  • Health, dental, and vision insurance
  • 401(k) plan with employer match
  • Growth opportunities for career advancement within the company
  • Work life balance, paid time off and holidays

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