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Fintech Client Service Associate Jobs (NOW HIRING)

Wealth Management Practice

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Client Service & Operations Associate

San Francisco, CA · Remote

$90K - $110K/yr

The ideal candidate is adaptable, comfortable using financial technology (FinTech) and CRMs, and committed to delivering exceptional client service. Client Services Associate Duties and ...

LPL Financial

Client Service Associate

$23.52 - $39.17/hr

The Client Service Associate provides administrative and operational support to advisors and ... The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

Client Service Associate The Client Service Associate plays a crucial role in supporting financial ... The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools ...

Global Channel Management

Client Service Assoc

Chicago, IL · On-site

$15 - $20.50/hr

About the job Client Service Assoc Client Service Assoc needs 4+ years experience Client Service Assoc requires: * Customer service * Client service rep * CRM Client Service Assoc duties: * Assist in ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

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 ...

ShortList Recruitment Limited

$14.75 - $20.50/hr

\n \n \n \n Client Service Associate, Investment Services \n \n USA Remote \n \n Up to $140,000 \n \n \n \n \n ShortList is recruiting for a Client Service Associate for a specialist investment ...

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-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

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How much do fintech client service associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for fintech client service associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

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

Infographic showing various Fintech 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 $46,598 per year, or $22.4 per hour.

Client Service & Operations Associate

San Francisco, CA • Remote

Wealth Management Practice
See more jobs at Wealth Management Practiceexternal

$90K - $110K/yr

Full-time

Posted 25 days ago

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Job description

Client Services Associate Job Summary

We are seeking an organized, proactive, and licensed Client Services Associate to support two experienced financial advisors within our wealth management practice. Supporting professionals with complementary working styles—one focused on technology and automation, and the other on personalized relationship management—this role bridges high-touch client service and operational efficiency. In this primarily remote position based in the Bay Area, you will serve as the primary point of contact for client inquiries, manage new account onboarding, coordinate meeting prep and follow-ups, and execute custodial workflows. The ideal candidate is adaptable, comfortable using financial technology (FinTech) and CRMs, and committed to delivering exceptional client service.

Client Services Associate Duties and Responsibilities


  • Serve as the main point of contact for client service requests, account inquiries, and day-to-day communications.
  • Prepare, submit, and process new account documentation, transfers (ACATs), beneficiary updates, and money movement requests (ACH, wires, checks).
  • Coordinate advisor calendars, schedule client review meetings, prepare presentation materials, and record detailed meeting notes and action items.
  • Create new accounts, establish portal access, and maintain client portfolios and records across custodial platforms and CRM systems.
  • Monitor compliance requirements, audit trails, and operational workflows to ensure regulatory adherence and risk mitigation.
  • Identify process bottlenecks and leverage technology, automation, and CRM tools to streamline administrative operations.
  • Perform essential administrative, clerical, and scheduling duties to allow advisors to focus on financial planning and business growth.

Client Services Associate Requirements and Qualifications


  • High school diploma or equivalent; Bachelor’s degree in Finance, Business Administration, Economics, or a related field strongly preferred.
  • Active FINRA Series 7 and Series 66 (or Series 63/65) licenses required.
  • 2+ years of experience as a Client Service Associate (CSA), Registered Client Associate, or Operations Specialist in wealth management, financial planning, or RIA/broker-dealer operations.
  • Direct experience navigating major custodial platforms (e.g., Charles Schwab, Fidelity, Pershing) and financial CRM software (e.g., Wealthbox, Redtail, Salesforce).
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and a high aptitude for learning new FinTech tools.
  • Exceptional written and verbal communication skills, high emotional intelligence, and rigorous attention to detail.
  • Ability to work independently in a remote environment, prioritize tasks, and handle sensitive financial data with discretion.

Company Description

We are an established independent wealth management practice serving successful individuals, families, and business owners throughout the Bay Area and beyond. We pride ourselves on delivering exceptional client service while combining thoughtful financial planning with efficient, technology-driven operations.