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Financial Client Services Associate Jobs (NOW HIRING)

Triumph Financial

Client Services Associate

Moline, IL · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

JGSM

Client Services Associate

Riverview, FL · On-site

$55K - $374K/yr

As a Client Services Associate, you will serve as a direct liaison between our renowned clients and their valued customer bases. Your primary objective in this role will be to ensure client and ...

Triumph Financial

Client Services Associate

Moline, IL · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

JGSM

Client Services Associate

Riverview, FL · On-site

$55K - $374K/yr

As a Client Services Associate, you will serve as a direct liaison between our renowned clients and their valued customer bases. Your primary objective in this role will be to ensure client and ...

Kuethe Wealth Planning | Raymond James

Be Seen First

Financial Client Services Specialist

Anderson, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

Dexian

Client Services Associate

Maryland Heights, MO · On-site

$38 - $45/hr

Client Services Associate [HYBRID] Location : St. Louis, MO/ Jacksonville, FL Pay Range: -$38/hr ... The ideal candidate possesses knowledge of the financial industry, with the ability to identify ...

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Financial Client Services Associate information

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How much do financial client services associate jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for financial client services 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.

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

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

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

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

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, 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 Services Associate

Client Services Associate

Clark Davis Associates

Warren, NJ

Full-time

Re-posted 14 days ago

Job description

Company Description

Leading Financial Services Company

Job Description

Client Service Associate (50K-70K + Disc. Bonus) Warren NJ

Seeking a client service associate with 2+ years of experience to support a senior relationship manager.  This position requires someone with strong technical skills, attention to detail, excellent communication skills and the willingness and ability to learn.  This position will provide significant exposure to running a full service financial services organization and provide the right candidate with the opportunity to learn and grow within a comprehensive wealth management organization.

Duties and Responsibilities:

  • Support senior relationship manager to increase effectiveness by relieving the senior relationship manager of many day-to-day activities.
  • Position involves extensive client contact, individual will be involved in all activities interfacing with clients and prospects
  • Coordinates information flow among internal departments, clients and others as necessary
  • Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas.
  • Keeps others on the team informed of status of account administration, retention and projects.
  • Communicates work in progress with the financial planner and clients.
  • Indentifies and recommends technology/process improvements which may improve overall productivity and client satisfaction
  • Assists with the marketing efforts
  • Competes special projects as assigned by management.

Qualifications

  • Strong communication skills (verbal & written)
  • Ability to exercise good judgment by recognizing urgency and prioritizing tasks accordingly
  • Able to work independently with strong administrative and problem solving skills
  • Team Player - must be able to work across departments and assist in the development and implementation of plans.
  • Must have the ability to multi-task and stay focused in a highly visible, fast-paced and team oriented environment.
  • Detail oriented
  • 2+ years prior experience in a financial service organization
  • Bachelor's degree
Qualifications

 

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Additional Information

50-70K + bonus

Email [email protected]

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