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Financial Client Services Associate Jobs (NOW HIRING)

Care Options for Kids

Client Services Associate

Dallas, TX · On-site

$45K - $50K/yr

We are looking for a critical thinker and proactive Client Service Associate in our Dallas, TX office that shares our dedication to quality and our genuine concern for the comfort and dignity of our ...

Rubicon

Client Services Associate

Atlanta, GA · Remote

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Rubicon Global

Client Services Associate

Atlanta, GA · On-site

$20/hr

Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt Compensation: Starting at $20/hour (Actual ...

Titan

Client Services Associate

New York, NY · On-site

... financial precision. Every person here is a calibrated bet on what we're building next. Our mission ... This Role The Client Services Associate sits at the intersection of Operations, Transfers, Client ...

SPS-North America

Client Services Associate

Seattle, WA · On-site

$22.64/hr

Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"--you are the engine that keeps our ...

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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 Jul 21, 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 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

MV Financial Group, MV Capital Management Inc.

Washington, DC • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 12 days ago

Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.