Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Experience in legal services, financial services, claims administration, or other regulated ... plus) Growth Path Associate Project Managers are expected to grow into increased ownership ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make a Difference: Join a team dedicated to protecting families and children ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership. Don't miss out on ...
Client Services Specialist - Financial Services - Kansas
Topeka, KS · On-site +1
$29K - $54K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Client Services Specialist - Financial Services - Kansas
Topeka, KS · On-site +1
$29K - $54K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Client Services Specialist - Financial Services - Kansas
Topeka, KS · Remote
$29K - $54K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Client Services Specialist - Financial Services - Kansas
Topeka, KS · Remote
$29K - $54K/yr
Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The ...
Client Services Manager
Overland Park, KS · On-site
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of -- and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
Quick apply
Client Services Manager
Overland Park, KS · On-site
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of -- and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
Client Services Manager
Overland Park, KS · On-site
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
Client Services Manager
Overland Park, KS · On-site
$65K - $72K/yr
CLIENT SERVICES MANAGER | FINANCIAL PLANNING PRACTICE Help great clients feel taken care of - and help a growing financial planning practice run like clockwork. Synergy Wealth Solutions is posting ...
Client Service Associate
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Quick apply
Client Service Associate
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Service Associate
Wichita, KS · On-site
$50K - $60K/yr
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related ...
Client Services Director
Coffeyville, KS · On-site
$90 - $120/hr
... with financial security and career satisfactionWe are the perfect fit if you:* are seeking a ... The Client Service Director(Manager) oversees the day-to-day functions of department(s) and/or ...
Client Services Director
Coffeyville, KS · On-site
$90 - $120/hr
... with financial security and career satisfactionWe are the perfect fit if you:* are seeking a ... The Client Service Director(Manager) oversees the day-to-day functions of department(s) and/or ...
Financial Client Services Associate information
What is a financial client services associate?
What are the key skills and qualifications needed to thrive as a financial client services associate?
What is the difference between Financial Client Services Associate vs Financial Advisor?
| Aspect | Financial Client Services Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferred | Requires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher |
| Work Environment | Banking or financial services firms; client support and administrative roles | Independent or firm-based; client consultation and investment planning |
| Employer & Industry Usage | Common in banks, brokerages, and financial institutions | Used 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?

Epiq Systems rating
7.2
Based on 37 frontline employees who took The Breakroom Quiz
135th of 223 rated it services
Job description
At Epiq, your work contributes to complex, global legal outcomes. You'll join a valuesdriven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprisewide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that's recognized externally. Enabled by modern platforms and AI, you'll do the most meaningful work of your career and see your impact at scale.
Job Description:
Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a deadlinedriven, regulated environment.
You'll work closely with Project Managers, internal teams, and client stakeholders to keep matters organized, accurate, and moving forward. This role is designed for someone who wants to build strong execution fundamentals and grow into a full Project Manager role over time.
What You'll Do
Support Senior Project Managers on active settlement and claims administration matters
Coordinate daily project tasks and track progress against courtdriven deadlines
Translate client and court requirements into clear operational work requests
Assist with client communications, status updates, and routine inquiries
Review, prepare, and manage client data for intake, reporting, and deliverables
Perform quality checks to ensure accuracy and completeness
Maintain project documentation, trackers, and status reports
Proactively escalate risks or issues and support resolution
Contribute to process improvements and crossteam collaboration
What We're Looking For
Bachelor's degree or equivalent experience
2-4 years of experience in project coordination, client services, operations, or professional services
Strong organizational skills and attention to detail
Ability to manage multiple tasks in a structured, deadlinedriven environment
Clear, professional written and verbal communication skills
Preferred
Experience in legal services, financial services, claims administration, or other regulated environments
Comfort working with data, spreadsheets, and reports (Excel experience a plus)
Growth Path Associate Project Managers are expected to grow into increased ownership over time. As you develop, you'll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution-with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.
Why This Role This is a handson opportunity to learn complex, clientfacing project delivery while building the skills needed for longterm growth in project management and client services.
The Compensation range for this role is 65,000 - 80,000 USD annually and may be eligible for an annual bonus.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
Must be authorized to work in the United States for any employer.
#LI-MM2 #LI-Remote
Your specific salary will be determined based on several factors:
Location-based market ratefor the role
Your abilitiesin relation to the job specification
Performanceduring screening and interview
Pay paritywith the wider team in the considered location
Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.
Click here to learn about Epiq's Benefits.
Epiq Leadership Compass
Fosters Relationships & Collaboration
Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.
Build trust-based partnerships
Nurture long-term relationships
Remove collaboration barriers
Celebrate cross-team success
Engages & Influences
Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.
Use storytelling to build buy-in
Align communication with organizational goals
Guild alignment through strong engagement
Maximizes Performance
Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq's goals.
Use data to identify improvement opportunities
Make informed decisions
Align team goals with boarder strategy
Empower teams to manage their own goals
Translate vision into clear priorities
Prepare for disruptions with strong change management
Achieves Operational Success
Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.
Improve workflows for team efficiency
Use clear documentation and expectations
Resolve issues quickly using data and feedback
It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
What Epiq Systems employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Epiq Systems
Sourced by ZipRecruiter
Industry
Law firms
Company size
5,001 - 10,000 Employees
Headquarters location
New York, NY, US