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Financial Industry Client Service Associate Jobs

GP Fund Solutions

Client Service Associate

Latham, NY · On-site

$45K - $60K/yr

What You'll Do: * Enter and maintain non-financial data accurately, sourced from original ... Upload and manage documents, as well as create campaigns within industry-specific online portals ...

GP Fund Solutions

Client Service Associate

Latham, NY · Hybrid

$45K - $60K/yr

What You'll Do: * Enter and maintain non-financial data accurately, sourced from original ... Upload and manage documents, as well as create campaigns within industry-specific online portals ...

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail ... financial support role * Strong organizational skills with the ability to manage multiple ...

Ceritypartners

Client Service Associate

San Francisco, CA · On-site

$90K - $120K/yr

The Client Service Associate provides operational support to our Wealth Advisors and/or Partners ... Required Qualifications: * 2-3 years of experience in the Financial Services industry, preferably ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible ... Financial services experience or applicable internship experience * Wealth management experience a ...

NFP Corp

Client Service Associate

Windsor, CT · Hybrid

$14.50 - $20/hr

The Client Service Associate role is a valuable part of the overall level of service and ... Financial Industry Experience * Proficiency in Microsoft Suite * Broad investment knowledge ...

Mariner Holdings

Client Service Associate

Houston, TX · On-site

$47K - $78K/yr

Mariner is a privately held national financial services firm equipped with the experience to meet ... With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 ...

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Financial Industry Client Service Associate information

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How much do financial industry client service associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for financial industry client service 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.

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For Financial Industry Client Service Associate jobs, the most frequently searched job titles are:

Infographic showing various Financial Industry Client Service Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Client Service Associate

Latham, NY • On-site

GP Fund Solutions
See more jobs at GP Fund Solutionsexternal

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

Client Service Associate- GP Fund Solutions
As an Client Service Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investor relationships.
Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future.
What You'll Do:
  • Enter and maintain non-financial data accurately, sourced from original documentation.
  • Process updates and revisions to investor and investment non-financial information as needed.
  • Coordinate and/or prepare monthly reconciliations to ensure data accuracy and consistency.
  • Communicate proactively with clients and GPFS team members to resolve open items, clarify requests, and provide timely status updates.
  • Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion.
  • Support and review projects related to client requests or internal operational goals.
  • Develop, organize, and maintain initial CRM data based on original documentation.
  • Extract and input data into standardized templates and internal systems with a focus on accuracy, efficiency, and completeness.

What We're Looking For:
  • Bachelor's degree in business or related field.
  • 0+ years of administrative or other related experience.
  • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).

Why GPFS?
  • Strong training plans and materials provided.
  • Competitive Medical, Dental & Vision Insurance.
  • Company-Paid Life Insurance & 401(k).
  • Generous PTO, Sick Time & Paid Holidays.
  • Hybrid Scheduling after probation period.
  • Inclusive, team-oriented culture where people come first.

At GPFS, every voice matters and every win is shared. We're raising the bar in our industry-come grow with us!
#LI-GP1

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