ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Amherst, NH

Digital FCU

Client Services Associate II

Chelmsford, MA · On-site

$27.50 - $33/hr

Description The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service ...

next page

Showing results 1-20

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Amherst, NH

Financial Client Services Associate information

See Amherst, NH salary details

$14

$32

$69

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

As of Aug 19, 2026, the average hourly pay for financial client services associate in Amherst, NH is $32.82, according to ZipRecruiter salary data. Most workers in this role earn between $21.25 and $35.29 per hour, depending on experience, location, and employer.

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 job categories do people searching Financial Client Services Associate jobs in Amherst, NH look for?

The top searched job categories for Financial Client Services Associate jobs in Amherst, NH are:

Financial Client Services Associate jobs near you

Client Services Associate II

Digital FCU

Chelmsford, MA • On-site

$27.50 - $33/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

Description

The Client Services Associate IIsupports the Financial Advisor(s) in the prospecting, marketing, sales and service of investment productswhile consistently meeting a high level of service and client engagement.

Here's what you can expect from the job and what you need to be successful:

What You'll Do:

  • Oversee and manage new client onboarding process.
  • Prepare key documents and presentations for client meetings.
  • Fulfill client requests and resolve service-related issues ensuring all interactions are updated in CRM.
  • Utilize workflows to coordinate service activities and delegate appropriate tasks to team members.
  • Maintain and organize client files and records to comply with the requirements of all Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators.
  • Generate and manage Client Experience Plan via TouchPoint Management.
  • Communicate regularly via telephone, mail, email, social media, etc. to facilitate regular review meetings, webinars, social media content curation, email drip campaigns, and other client reach out efforts in alignment with Client Experience Plan.
  • Organize and attend all appreciation and education events.
  • Support Financial Advisors activities to provide education and appreciation to Experience Center partners.
  • Track and contact new leads from referrals or educational opportunities.
  • Execute administrative & operational tasks, as assigned.

Essential Skills:

  • Minimum 1 year experience in investment support or administration, or similar experience in a client facing support role with an investment/wealth management company.
  • Experience completing work/tasks in accordance with specific processes and procedures.
  • Effectively manage internal and external relationships, with the ability to use discretion and judgment when working matters of privacy.
  • Exceptional organizational skills with strong attention to detail and the ability to work under tight deadlines.
  • Proven skills and commitment in meeting or exceeding member expectations and requirements.
  • Demonstrated ability to establish credibility and rapport with internal and external stakeholders.
  • Ability to problem-solve effectively, with strong critical thinking skills.
  • Ability to work autonomously with proven decision-making skills and sound judgment.
  • Working knowledge of Microsoft Office Suite.
  • Familiarity with CRM software and financial planning software preferred.
  • Certification/License:SIE + Series 7 preferred and desire to obtain further licensing (SIE + Series 7 + Series 63 or 66, or FINRA equivalent).
  • Minimum Education:Associate's level degree or equivalent relevant work experience required.

Location: Chelmsford Corporate Office | Chelmsford, MA

Target Compensation: $27.50 to $33.00 per hour + quarterly incentive

Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
* Traditional medical, dental, and vision coverage
* Generous 401(k) match
* Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
* Paid federal holidays
* Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.

Apply