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Financial Client Services Associate Jobs in Kentucky

K2services

Lead Office Services Associate

Lexington, KY · On-site

Lead execution of event and meeting room setups based on client specifications and service standards. * Monitor and respond to service and resource request systems, ensuring timely fulfillment of all ...

Thrive

Client Services Specialist

Louisville, KY

$15.50 - $20.50/hr

We are currently seeking an Account Specialist to join our Client Services team at our Blankenbaker ... Monitor accounts receivable (AR) and support financial tracking. * Act as a responsive point of ...

NVA

Client Services Representative

Elizabethtown, KY · On-site

$14.75 - $20/hr

... clients • Client education & services Qualifications: • Experience providing superb ... National Veterinary Associates is a leading global pet care organization united in the love of ...

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Financial Client Services Associate information

What is a financial client services associate?

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?

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.

What are popular job titles related to Financial Client Services Associate jobs in Kentucky?

For Financial Client Services Associate jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Financial Client Services Associate jobs in Kentucky look for?

The top searched job categories for Financial Client Services Associate jobs in Kentucky are:

What cities in Kentucky are hiring for Financial Client Services Associate jobs?

Cities in Kentucky with the most Financial Client Services Associate job openings:

Financial Client Services Associate jobs near you
Infographic showing various Financial Client Services Associate job openings in Kentucky as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 93% In-person, and 7% Hybrid job distribution.

Member Services Associate

YMCA of Greater Louisville

Louisville, KY

$11/hr

Part-time

Re-posted 13 days ago

Job description

Are you a people person who loves a great mission and looking for a fulfilling job where you can build your leadership, communication, problem-solving and teamwork skills? Join our team today as a Member Services Associate and be a POSITIVE CHANGE MAKER in your community!

The Y is the leading nonprofit organization committed to strengthening community by connecting all people to their potential, purpose and each other. Every day, our team members - of all ages, backgrounds and life experiences – work together to empower young people, improve individuals’ health and well-being, and inspire action in and across communities. Character is what counts at the Y, where our values – caring, honesty, respect and responsibility – shape our culture. The Y is a diverse community where your colleagues quickly become your friends.

Responsibilities:

  • Create welcoming environment and build genuine relationships
  • Answer phones, complete program registrations, membership sales and proficiently perform all membership functions in the membership software system.
  • Using good listening skills, deliver member-focused tours to potential new members and provide excellent service to active members.
  • Strong organizational, computer, communication and interpersonal skills desired.
  • The ability and willingness to learn, multi-task with good problem solving skills, along with excellent
  • customer service/sales skills are essential.

Position Requirement

  • High school diploma or equivalent,
  • Preferred minimum Age 21+

The YMCA of Greater Louisville is an equal-opportunity employer committed to diversity and inclusion. We encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender, gender identification, sexual orientation, age, or disability status.

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