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Financial Client Services Associate Jobs (NOW HIRING)

Atlantic Group

Client Services Associate

Boston, MA · On-site

$65K - $80K/yr

Client Service Associate - Investment Operations & Client Services Location: Boston, MA (Hybrid ... operations, financial services, wealth management, fund administration, or client service ...

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 ...

TBK Bank, SSB

Client Services Associate

Davenport, IA · On-site

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... Client Services Associate Are you a customer-focused professional with a passion for facilitating ...

Robert Half

Client Services Associate

Roanoke, VA · On-site

$80K - $100K/yr

We are looking for a Client Services Associate to support a high-quality client experience. This ... The ideal candidate brings strong financial planning knowledge or exposure to that environment ...

Dexian

Client Services Associate

Dallas, TX · On-site

Our client, a growing wealth management firm, is seeking a Client Services Associate to support the ... executive support, wealth management, financial services, or a related field. * Strong ...

TBK Bank, SSB

Client Services Associate

Savanna, IL · On-site

$16.54 - $22.67/hr

TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services. The Client Services Associate is responsible for ...

The TCW Group

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 ... Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on ...

Redwood Family Wealth

Be Seen First

Financial Client Service Associate

Addison, TX · On-site

$60K - $80K/yr

... services to clients across various life stages. With a focus on personalized strategies, the ... Client Service Associate (CSA) position. We are a team-oriented group of Independent Financial ...

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Financial Client Services Associate information

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

As of Jun 29, 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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Financial Client Services Associate jobs near you
Client Services Associate

Client Services Associate

Northwestern Mutual

Tallahassee, FL • On-site

Other

This job post has expired today. Applications are no longer accepted.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

144th of 263 rated insurance

Job description

Client Services Associate


Company

True North Advisors is a mission-driven wealth management firm dedicated to empowering clients through education, transparency, and personalized financial planning. We are seeking a professional, organized, and client-focused Client Services Associate to support our growing financial services practice.


Role

This role serves as a key point of contact for clients, vendors, and office guests while providing administrative and operational support to Financial Representatives and firm leadership. The ideal candidate is detail-oriented, dependable, technology savvy, and thrives in a fast-paced, team-oriented environment.


Responsibilities include:

  • Answer and direct incoming calls through the firm’s VoIP phone system
  • Welcome and assist clients, visitors, and office guests in a professional manner
  • Serve as a point of contact for vendors, suppliers, and facility management
  • Maintain Financial Representatives’ calendars, including scheduling client meetings, business meetings, and travel arrangements
  • Maintain accurate and organized client records and case histories
  • Generate client and prospect reports and maintain prospect/new client information
  • Respond to inquiries from existing and prospective clients
  • Coordinate special events, office socials, and client appreciation initiatives
  • Organize and distribute incoming mail and manage office supply inventory
  • Assist with preparation of client presentation materials and miscellaneous office projects
  • Support invoice processing, vendor coordination, and general office administration
  • Maintain a professional reception area and conference room environment
  • Assist with computer and software setup and troubleshooting
  • Perform additional duties and special projects assigned


Qualifications

  • Bachelor’s degree preferred with at least one year of relevant professional experience
  • Strong verbal communication and telephone skills
  • Professional demeanor with excellent customer service skills
  • Ability to work independently and collaboratively within a team environment
  • Strong organizational skills with the ability to prioritize and multitask effectively
  • Excellent attention to detail and follow-through
  • Resourceful, proactive, and adaptable in handling day-to-day responsibilities
  • Technology savvy with proficiency in Microsoft Office, including Word, Excel, and PowerPoint
  • Strong work ethic with sound judgment and high ethical standards
  • Reliable, dependable, and punctual
  • Ability to obtain a Florida 2-15 Life & Health License within six months of employment


What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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