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Financial Client Services Associate Jobs (NOW HIRING)

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... Finance, or Administration is preferred Bachelor's degree in Finance or related field preferred ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through ... Finance or related field preferred, not required TECHNICAL SKILLS To be successful in this role ...

TBK Bank, SSB

Client Services Associate

Mount Carroll, 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

Brighton, 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

Fairplay, 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 ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · Remote

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

TeamCivX

Client Services Associate

Orinda, CA · On-site

$40/hr

Client Services Associate (CSA) The primary focus of TeamCivX Client Services Associate is to support the Client Service Team: creating client and public-facing materials, ensuring they are on ...

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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 Jul 20, 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.
More about Financial Client Services Associate jobs
What cities are hiring for Financial Client Services Associate jobs? Cities with the most Financial Client Services Associate job openings:
What states have the most Financial Client Services Associate jobs? States with the most job openings for Financial Client Services Associate jobs include:
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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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.
Client Services Associate

Client Services Associate

Equity Trust

Fort Myers, FL • Hybrid

Full-time

Re-posted 25 days ago

Job description

*This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.

JOB OVERVIEW
The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.

RESPONSIBILITIES & DUTIES
Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team
Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participation in Client Service chats
Take the lead on owning follow-up verbal calls initiated through the CS chat groups
As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments
Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds
Follow processes and procedures to ensure communication with clients and third parties is efficient and current
Special projects assigned as needed
Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs
Perform other duties as assigned

QUALIFICATIONS
1-3 years of experience in a service-oriented or sales assistant role
Experience in Accounting, Finance, or Administration is preferred
Bachelor's degree in Finance or related field preferred, not required

TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
Proficient in Microsoft Office Suite

CORE VALUES
Our core values are our foundation and the guiding principles we embody to support Equity's mission. Together, our values spellEPIC- because that's what we strive to be for our clients and stakeholders every day.
Excellence- Our standard
Passion- In everything we do
Integrity- Without compromise
Collaboration- Stronger together
We are looking for team members who embody these values in their daily work and interactions.

PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

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