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Financial Client Services Associate Jobs in Kentucky

Silvercrest Asset Management Group LLC

$80 - $100/hr

Experience: 3 years' experience with a financial advisory firm preferable, but not required * Required Skills: Understanding of a broad range of investment products, experience with client service ...

Cox Insurance Associates, Inc.

$100 - $125/hr

Director of Client Services Full Time Falcon Heights, MN, US 3 days ago Requisition ID: 1010 Salary ... Associate of the Year awards, Dry cleaning service, Wellness amenities, Team meals and events Equal ...

Boeckermann Grafstrom & Mayer

$60 - $80/hr

Client Service & Relationship Support * Welcome and assist clients in person and by phone ... Three to five years of financial services, banking, trust administration, wealth management, or ...

Cerity Partners

$100 - $125/hr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications:*** 2-3 years of experience in the Financial Services industry, preferably ...

Mariner Wealth Advisors

$60 - $80/hr

The senior client service associate is a critical part of the Mariner team, responsible for ... financial services industry * Wealth management experience preferred Skills and Knowledge

Focus Partners Wealth

$60 - $80/hr

The Client Service Associate role is an exciting opportunity to work with a team that takes a ... Focus Partners is part of Focus, a leading financial services firm comprised of wealth management ...

GeoWealth Management, LLC

$80 - $100/hr

ABOUT THE ROLE The Senior Enterprise Services Associate will develop an in-depth knowledge of our ... Minimum of 5 years of experience in a client-facing and/or client support role in financial ...

AutoStore System, Inc

$60 - $80/hr

As a Professional Services Associate, you will serve as a trusted technical advisor to our strategic partners, helping them maximize the value of highly advanced automated storage and retrieval ...

IQVIA LLC

$150 - $200/hr

The VP, Client Services ('VP') is responsible for managing client relationships, delivering ... Ensure timely communication with Finance of phasing reports. Adhere to all standard operating ...

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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.

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 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.

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 September 2026, with employment types broken down into 2% As Needed, 76% Full Time, 18% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Client Associate - Richmond, Virginia

On-site

Silvercrest Asset Management Group LLC
51 - 200 employees
Learn more about Silvercrest Asset Management Group LLCexternal

$80 - $100/hr

Other

Posted 5 days ago

Job description

Education:

Bachelor’s degree or significant industry experience

Required Skills: Company Overview:

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $37 billion in assets and serves a distinguished clientele, including families, endowments, foundations, and other institutional investors. Silvercrest’s commitment to a client-centric approach ensures personalized solutions emphasizing fiduciary responsibility and value creation. The firm combines proprietary research with institutional rigor, supporting clients with expertise across public and private markets, alternative investments, and family office services.

Job Description:

Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be professional and personable in relating to clients and co-workers.

Qualifications:
  • Experience: 3 years’ experience with a financial advisory firm preferable, but not required
  • Required Skills: Understanding of a broad range of investment products, experience with client service, MS Office proficiency including excellent Excel and Word skills
  • Desired Qualifications: Knowledge of Schwab Advisor Center or other custodial platforms, DocuSign, Advent APX
Responsibilities Include:
  • Provide support to portfolio management team including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
  • Communicate with portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client-related matters.
  • Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
  • Interface with client custodians, accountants, attorneys, and third-party investment managers.
  • Maintain accurate client information on internal and third-party systems.
  • Work closely with custodians and internal operations to ensure accuracy of security set-up, cost basis, holdings, and other account information.
  • Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.
  • Assist in the preparation of meeting materials for current and prospective clients.
  • Prepare paperwork for client signature, including Silvercrest advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.
  • Act as a liaison to Silvercrest’s family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.
  • Additional duties and projects as required to support clients and the team.

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

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