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Financial Client Services Associate Jobs (NOW HIRING)

Triumph Financial

Client Services Associate

Durango, CO · 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 ...

TBK Bank, SSB

Client Services Associate

Pueblo, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven ... Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ...

Axelon

Client Services Associate

Jacksonville, FL · On-site

$43/hr

Client Services Associate Global Financial Firm located in Jacksonville, FL has an immediate contract opportunity for an experienced Client Services Associate. Work Mode: Hybrid. Pay rate range: $43 ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to ... Basic financial and payment processing knowledge preferred * Experience in travel, hospitality ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to ... Basic financial and payment processing knowledge preferred * Experience in travel, hospitality ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to ... Basic financial and payment processing knowledge preferred * Experience in travel, hospitality ...

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Financial Client Services Associate information

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$13

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$67

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

As of Aug 10, 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 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.
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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 August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Client Services Associate

Triumph Financial

Durango, CO • On-site

$16.54 - $22.67/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

Join TBK Bank!

At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Triumph Financial, Inc. (NASDAQ: TFIN),is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Summary

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

Job Description

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Team Culture

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're "Helping People Triumph."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

  • Profile new and existing customers, suggesting tailored products/services.

  • Provide exceptional customer service, exceeding expectations.

  • Open new accounts, ensuring accuracy and timely documentation.

  • Assist with Stop Payments, Debit Card Orders, and more.

  • Take initiative to resolve customer issues and provide prompt feedback.

  • Help maintain customer goodwill and contribute to branch goals.

  • Professionally refer customers to various bank departments.

  • Safeguard customer info, adhere to regulations, and maintain security.

  • Process transactions while maintaining accurate records.

  • Contribute to local community and bank-sponsored events.

Education & Experience Requirements

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Apply nowand seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Compensation Range

Hourly: $16.54 - $22.67

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!

Apply