ZipRecruiter

Log In

1

Financial Service Associate Jobs (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL

$70K - $85K/yr

Financial Client Service Associate Location: Chicago Salary : $70,000 - $85,000 Employment Type : Full-Time Position Overview: The Financial Client Service Associate role involves working closely ...

Kestra Financial

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to ...

Ameriprise Financial

Client Service Associate

Mesa, AZ · On-site

$52K - $60K/yr

Client Service Associate McCrossan & Associates - Mesa, AZ A private wealth advisory practice of Ameriprise Financial Services, LLC McCrossan & Associates is seeking a Client Service Associate to ...

Trilogy Financial

Service Associate

Irvine, CA · On-site

$25 - $28/hr

At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support ... The Service Associate is an entry level, non-registered role that focuses on supporting the day-to ...

Trilogy Financial

Service Associate

Irvine, CA · On-site

$25 - $28/hr

At Trilogy Financial, the Service Department is a newly formed team that is dedicated to support ... The Service Associate is an entry level, non-registered role that focuses on supporting the day-to ...

Allworth Financial

Service Associate

Denton, TX · On-site

$14.75 - $19.75/hr

Our Service Team consistently strives for service excellence. Sr. Service Associates work with our Service team and provide support to our Financial Advisors. Sr. Service Associates play a key role ...

next page

Showing results 1-20

People also search for

All JobsFinancial Service Associate Jobs

Financial Service Associate information

See salary details

$13

$31

$67

How much do financial service associate jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for financial 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.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What cities are hiring for Financial Service Associate jobs? Cities with the most Financial Service Associate job openings:
What are the most commonly searched types of Financial Service jobs? The most popular types of Financial Service jobs are:
What states have the most Financial Service Associate jobs? States with the most job openings for Financial Service Associate jobs include:
Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in the United States as of May 2026, with employment types broken down into 77% Full Time, 19% Part Time, and 4% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $66,482 per year, or $32 per hour.

Financial Client Service Associate

CPS

Chicago, IL

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

Job Title: Financial Client Service Associate

Location: Chicago

Salary: $70,000 - $85,000

Employment Type: Full-Time

Position Overview:

The Financial Client Service Associate role involves working closely with financial advisors to ensure smooth and efficient client onboarding, transaction processing, and operational support.

Key Responsibilities:

  • Onboarding: Assist financial advisors in the onboarding process of new clients, including gathering necessary documents, setting up accounts, and ensuring all client information is accurate and complete.
  • Transaction Support: Manage and process various client transactions, such as fund transfers and investment purchases, ensuring accuracy and compliance with all regulations.
  • Client Communication: Serve as a point of contact for clients regarding their accounts, transactions, and inquiries. Provide timely responses to client requests and ensure their needs are met efficiently.
  • Operational Support: Support day-to-day operations by managing client account information, maintaining accurate records, and updating client details in the system.
  • Reporting and Documentation: Prepare and maintain reports, track transactions, and ensure proper documentation for regulatory and compliance purposes.
  • Coordination with Advisors: Work closely with financial advisors to ensure that client needs are met and provide administrative support for client meetings, reviews, and other financial services.
  • Compliance and Risk Management: Ensure that all activities are conducted in line with industry regulations and the company’s internal policies. Help maintain the firm’s compliance with all relevant financial laws and guidelines.

Required Qualifications:

  • Bachelor’s degree in Finance, Business, or a related field
  • Experience in a client service role within financial services or a related industry.
  • Familiarity with financial products and services such as investments.
  • Excellent communication skills, both verbal and written.
  • Series 6, 7, 65 or 66 licenses
  • Previous experience working with financial advisors or in client-facing roles within the financial services industry.

Benefits:

  • Health, dental, and vision insurance
  • 401(k) plan with employer match
  • Growth opportunities for career advancement within the company
  • Work life balance, paid time off and holidays

#LI-YT1

Apply