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Financial Client Services Associate Jobs (NOW HIRING)

Triumph Financial

Client Services Associate

Savanna, 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 ...

Triumph Financial

Client Services Associate

Savanna, IL

$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 ...

Triumph Financial

Client Services Associate

Milan, IL

$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 ...

Triumph Financial

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

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 ...

Stonebridge Financial Group

Be Seen First

Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

About the Role Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team -- someone who takes pride in ...

Urgent

Stonebridge Financial Group

Be Seen First

Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

About the Role Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team -- someone who takes pride in ...

Urgent

Triumph Financial

Client Services Associate

Milan, 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

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 ...

Norman Alex

Client Services Associate

Miami, FL

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... The CSA works closely with Financial Advisors to ensure a seamless client experience within the ...

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All JobsFinancial Client Services Associate Jobs

Financial Client Services Associate information

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$13

$31

$67

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

As of Jun 9, 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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What cities are hiring for Financial Client Services Associate jobs? Cities with the most Financial Client Services Associate job openings:
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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 May 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Client Services Associate

World Insurance Company Defunct

Westborough, MA

$80K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

Job description

Client Services Associate

We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value teamwork, professionalism, and proactive support for both our clients and financial advisors.

Position Summary

We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.

Key Responsibilities
  • Client & Advisor Support
  • Schedule client meetings and manage advisor calendars
  • Prepare materials, reports, and documentation for client meetings
  • Assist advisors with follow-up action items after meetings
  • Build and maintain strong, trustworthy client relationships by delivering responsive, high-quality service
  • Account Operations
  • Support new client onboarding
  • Open new accounts across multiple custodians
  • Process various types of paperwork, forms, and required documentation
  • Handle account maintenance requests, including beneficiary updates, address changes, and other service items
  • Process money movement requests (transfers, distributions, contributions, etc.)
  • External Communication & Coordination
  • Communicate with custodians and external financial institutions such as annuity and insurance carriers
  • Track and follow up on outstanding paperwork or service requests
  • Maintain accurate client records and ensure compliance with firm and industry standards
Qualifications
  • 2–5 years of experience in financial services, wealth management, or a related client service role (preferred)
  • Strong understanding of investment accounts, custodial platforms, or advisor support operations (preferred)
  • Excellent organizational skills with strong attention to detail
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Strong verbal and written communication skills
  • Proficiency with Microsoft Office; experience with CRM systems is a plus
  • Professional, positive attitude and a commitment to exceptional client service
  • Bachelor's degree (preferred)
What We Offer
  • Competitive salary of $80,000
  • 17 PTO days plus all U.S. stock market holidays
  • Comprehensive health, dental, and vision insurance
  • 401(k) plan with a 4% company match
  • Supportive, collaborative team environment
  • Opportunities for skill development and career growth within the firm

Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

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