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Financial Client Services Associate Jobs (NOW HIRING)

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Client Services Associate

Manhattan, NY · On-site

$150K - $200K/yr

The Opportunity We're looking for a mid-level Financial Advisor / Senior Client Service Associate to join our client-facing team. This is a hybrid role: you'll spend meaningful time on the detailed ...

SPS North America

Client Services Associate

El Paso, TX · On-site

Client Services Associate Location: El Paso, Texas Work Schedule: 7:00 AM - 3:00 PM Working Days: Monday - Saturday Work Arrangement: On-site SPS Global is seeking a professional and service-driven ...

Sojourn Wealth Management

Be Seen First

Client Services Associate

Knoxville, TN · On-site

$50K - $60K/yr

The Client Service Associate is responsible for delivering exceptional client service, supporting ... Company Description Sojourn Wealth Management is a financial advising and investment management ...

Market Value

Client Services Associate

Manhattan, NY · On-site

$52K - $64K/yr

About the Role We're looking for a professional and organized Client Services Associate to support day-to-day client communication and account needs. In this role, you'll serve as a primary point of ...

New

Addison Group

Client Services Associate

Charlotte, NC · On-site

$22 - $24/hr

Client Services Associate Location: Charlotte, NC Industry: Insurance / Professional Services Pay: $22/hr.-$24/hr. Benefits: This position is eligible for Medical, Dental, Vision, and 401K. 40-Hour ...

TBK Bank, SSB

Client Services Associate

Firestone, CO

$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

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

Firestone, 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

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 ...

TBK Bank, SSB

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 ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

IV Nutrition

Client Services Associate

Scottsdale, AZ · On-site

$17 - $20/hr

Client Services Associate - IV Nutrition Scottsdale Do you thrive on providing exceptional customer service and have a passion for health and wellness? IV Nutrition Scottsdale is searching for a ...

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Financial Client Services Associate information

See salary details

$13

$31

$67

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

As of Sep 6, 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.

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.

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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, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Client Services Associate

Hurley & Associates

Sioux Falls, SD • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Join Our Team at Hurley & Associates!

Are you passionate about agriculture and customer service? Do you thrive in a collaborative environment where your contributions make a direct impact? Hurley & Associates is seeking a dynamic Marketing Associate to join our team and help us empower farmers to achieve financial stability and success through tailored commodity risk management solutions.
About Us

At Hurley & Associates, we partner with farm families to build a lasting legacy. Our tailored marketing plans manage market risks and strengthen financial, emotional, and relational foundations.

Our culture celebrates teamwork, lifelong learning, family values, and work-life balance. We are committed to supporting our employees' growth and well-being.
Why Join Hurley & Associates?

  • Comprehensive Training: Partner with a mentor for 13 months, receiving personalized coaching and training for success in this role. Additional education includes preparation for the Series 3 exam and communication skill enhancement.
  • Benefits of Being a Hurley Team Member: Enjoy health care, dental, vision, Health Savings Account, life and voluntary life insurance, disability insurance, paid time off, retirement savings, and professional development opportunities.
  • Positive Work Environment: Collaborate with a supportive team that values integrity, innovation, and excellence.
  • Student Opportunities: We’re proud to offer scholarships and internships for students.

Position Overview
Status: Full Time, Exempt

  • 40+ Hour work week

Reports to: Support Team -Team Leader

Direct Reports: None
As a Client Relations Specialist, you will provide exceptional customer service and administrative support to help our Ag Risk-Marketing Consultants maximize their impact. Your role will involve assisting with commodity risk-management tasks, client financial assessments, data entry, and more. Success in this position requires strong communication skills, attention to detail, professionalism, integrity, and confidentiality.
Client Relations Specialist Key Responsibilities

Administration

  • Organize calendars and ensure Consultants stay on track with upcoming tasks.

  • Serve as the primary contact for clients, handling inquiries and providing timely information.

  • Assist with prospecting efforts, preparing letters, and creating supportive materials.

  • Backup other office staff as needed and assist with training new employees.

Marketing

  • Maintain and update client data in our proprietary systems.

  • Review client positions, assist with margin calls, and communicate with lenders.

  • Collaborate with grain buyers to sell cash grain and monitor market trends.

  • Support Consultants with placing futures and options orders and creating reports.

  • Plan and coordinate events, presentations, and client meetings.

Client Documentation

  • Prepare and update client reports, brokerage accounts, and financial records.

  • Manage grain inventory and provide year-end tax projections when necessary.

Communication

  • Demonstrate professional and customer-friendly phone etiquette in all client interactions.

  • Effectively handle inbound and outbound calls, providing prompt and courteous assistance.

  • Communicate complex information clearly and confidently to clients and team members.

Required Knowledge, Skills, & Abilities

Administration

  • Strong interpersonal skills and a friendly, professional demeanor.
  • Exceptional attention to detail and organizational skills.
  • Takes initiative and works independently. 
  • Ability to manage multiple tasks efficiently.

Technical Skills

  • Proficiency in Microsoft Office Suite
  • Phone etiquette

Education & Experience

  • High school diploma required; associate or bachelor’s degree preferred.

  • At least one year of related experience is a plus.

Ready to Apply?

Join a company where your contributions make a difference! At Hurley & Associates Agri-Marketing Centers, you’ll enjoy a meaningful career with opportunities to grow and thrive. Apply today to become part of our mission-driven team.

Hurley & Associates Agri-Marketing Centers is an equal opportunity employer. We welcome applicants from all backgrounds and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.