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Financial Client Services Associate Jobs (NOW HIRING)

The TCW Group

Client Services Associate

Los Angeles, CA · Hybrid

$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 ...

TBK Bank, SSB

Client Services Associate

Milan, IL

$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 ...

LHH US

Client Services Associate

Cambridge, MD · On-site

$50K - $68K/yr

Client Services Associate LHH is seeking a motivated Client Services Associate who recognizes the ... This position offers significant interaction with clients, financial professionals, and leadership ...

LHH US

Client Services Associate

Cambridge, MD

$50K - $68K/yr

Client Services Associate LHH is seeking a motivated Client Services Associate who recognizes the ... This position offers significant interaction with clients, financial professionals, and leadership ...

TBK Bank, SSB

Client Services Associate

Firestone, CO · 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 ...

Triumph Financial

Client Services Associate

Severance, CO

$16.54 - $22.67/hr

As a Client Services Associate, you'll have the opportunity to build professional relationships and ... You will use your knowledge and skills to help clients meet their financial goals through daily ...

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 ...

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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 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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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

Client Services Associate

the Masters Wealth Management Group, LLC

Oriental, NC • On-site

Full-time

Posted 21 days ago

Job description

Company Description
Want to build your career in the financial services industry?
With over 40 years of knowledge in the financial industry, the Masters Wealth Management Group, led by Gary Mastrodonato continues to help individuals and families prepare for retirement. Gary Mastrodonato hosts weekly on the syndicated radio show, Mastering Your Money. His firm focuses on retirement income strategies, and wealth solutions through longevity. Serving hundreds of clients in the local Eastern North Carolina community.
Job Description
Title: Client Services Associate
Type: Full Time
Salary: Competitive Compensation Commensurate with Experience
Experience: 1 - 3 years of Customer Service & Administrative Experience is required
Reports To: Principle of Practice
Masters Wealth is looking for a Client Services Associate to join our firm.
In this role, you'll be responsible for delivering world class service to our clients by providing administrative support in all client processes. You'll have the opportunity to build and maintain strong client relationships. You excel at working in a fast-paced environment.
You'll have between one and three years experience serving clients within the financial services industry, preferably in the fields of managed money and fixed insurance products. You are accustomed to working with insurance carriers and custodians. You understand the financial services language and can navigate through the process with ease. You are customer focused, administratively sound and computer literate. You can recommend new processes and can effectively and professionally implement new processes within your department.
Duties and Responsibilities include, but not limited to:
  • Responsible for supporting the Client Relationship Management (CRM) process within the agency.
  • Manage Account Proposals & Prepare New Business documents before and after client meetings
  • Review account update documents and obtain client signatures as well as the rep signatures
  • Handle client inquiries directed to Rep, (received via phone calls, fax, e-mail and office visits), take appropriate course of action (i.e., answer question directly, discuss with rep, prepare documents needed, etc). Review details with rep as FYI.
  • Handle existing client-initiated requests.
  • Proactively contact clients when changes are occurring with their accounts.
  • Documenting client contact in CRM tool and appropriate Files

Qualifications
  • Position requires one to three years experience in an administrative role and managing administrative functions; strong communication, writing, and sense of professionalism.
  • Insurance & Financial background is required; specifically in Annuities, Life Insurance and Managed Money
  • Must provide stellar customer service to clients and co-workers.
  • Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook) - and the cloud based equivalent.
  • Communicate effectively, both verbally and in writing to agents, clients, and third parties via e-mail and/or phone.
  • Prioritize list of outstanding issues to effectively handle urgent matters.
  • Ensure adequate follow-up and closure on daily tasks and projects.
  • Provide management with prompt, timely, and accurate information and escalate issues when appropriate.
  • Handle confidential information in a discrete and professional manner.

Additional Information
All your information will be kept confidential according to EEO guidelines.
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