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Financial Client Services Associate Jobs (NOW HIRING)

TBK Bank, SSB

Client Services Associate

Durango, 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 ...

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

Yuma, 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

Yuma, 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

Savanna, 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

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

Pueblo, 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

Grants, NM · On-site

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 ...

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 ...

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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 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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What cities are hiring for Financial Client Services Associate jobs? Cities with the most Financial Client Services Associate job openings:
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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

Hueman PE Talent Solutions

Chadds Ford, PA

Full-time

Posted 17 days ago

Job description

Lympha Press, a leader in home compression therapy, is offering an exciting opportunity to become part of our dynamic team as Client Services Associate.

As a Client Services Associate, you will be responsible for coordinating all aspects of patient case development and equipment order preparation for durable medical equipment. This Client Services Associate will support our Client Service Specialists. This position will be in-office.

Lympha Press is an industry-leading and award-winning organization specializing in home compression therapy products. For over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life.
Key Responsibilities:  

  • Collaborate closely with the Client Services Specialist to streamline and support the order processing workflow. 
  • Assist with follow-up tasks, including patient engagement calls and coordinating with prescribers to obtain outstanding paperwork.
  • Perform patient intake, ensuring accurate and timely documentation of medical necessity information in the system. 
  • Request, review, and document pertinent medical records from physician offices to ensure all necessary information is collected. 
  • Maintain clear and effective communication with internal team members to ensure smooth operations and resolution of any issues. 
  • Participate in traditional and e-learning program.
  • Work effectively with other company employees, managers, and departments.
  • Perform all job functions with Company Mission, Vision, and Goal Statements in mind. 
  • Perform other duties as assigned.
     


Job Qualifications:  

  • High school diploma or general education degree (GED). 
  • Must possess excellent verbal communication skills with a strong emphasis on being polite, friendly, helpful and courteous with all internal and external stakeholders.   
  • Must have the ability to demonstrate effective time management skills while working independently with minimal supervision. 
  • Must demonstrate proficient ability and practical knowledge of computers, software, and other office equipment
  • Knowledge of insurance guidelines; DME (Durable Medical Equipment) experience is a plus.  
  • Additionally, the applicant is expected to demonstrate the ability to quickly acquire knowledge of departmental program structure (Mission, Vision, and Goal Statements) and department policies and procedures
  • Must demonstrate proficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results. 

Lympha Press is always looking for hard-working, honest people who are motivated to succeed and willing to learn. Lympha Press is honored to be a certified Great Place to Work and recognized as a top employer by Philly Top Workplaces and Fortune Magazine.


Lympha Press has partnered with Hueman for its recruitment needs. If you are interested in learning more about a career with Lympha Press as a Client Services Associate, apply today!  
 

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