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Financial Service Associate Jobs (NOW HIRING)

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

The Service Associate - Client Support is responsible for providing exceptional administrative support to the financial advisory team and ensuring a seamless client experience. This role will focus ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

About Allworth Financial Allworth Financial (www.allworthfinancial.com) is an independent ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Riverwoods, IL · On-site

$60K - $70K/yr

About Allworth Financial Allworth Financial (www.allworthfinancial.com) is an independent ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Cincinnati, OH · On-site

$15 - $20.25/hr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... The Service Associate - Client Support is responsible for providing exceptional administrative ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

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Financial Service Associate information

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$13

$31

$67

How much do financial service associate jobs pay per hour?

As of Sep 11, 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 do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

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:

Who are the top companies hiring for Financial Service Associate jobs?

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What states have the most Financial Service Associate jobs?

States with the most job openings for Financial Service Associate jobs include:

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Financial Service Associate jobs near you
Infographic showing various Financial 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

Raleigh, NC • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$14 - $19.50/hr

Full-time

Re-posted 22 days ago

Key responsibilities

  • Assist in client meeting preparation and follow-up, including assembling paperwork, report generation, appointment scheduling, and post-meeting documentation

  • Manage client needs related to processing, service, and problem resolution while ensuring documentation and record keeping adhere to compliance standards

  • Process, submit, and service all account paperwork and requests, following through to completion using paperless procedures where available

Job description

Who We are:

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 play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory
  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and/or Experience

    • Bachelor’s degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, Registration

    • Series 7 and 65/66 preferred (or ability to obtain)