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Fintech Client Service Associate Jobs (NOW HIRING)

Mariner

Client Service Associate

Omaha, NE · On-site

$58K - $67K/yr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

GG Media

Client Service Associate

Charlotte, NC · On-site

$37K - $41K/yr

Client Service Associate At GG Media, we believe great teams are built through strong leadership, collaboration, and continuous development. We are committed to creating a positive and results-driven ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

Tang+Company

Client Service Associate

Martinez, CA · On-site

$18/hr

Client Services Associate OSCA, a division of Tang & Company which provides instructor-led and computer based safety training, has an excellent opportunity for a full-time Client Services Associate.

Mariner

Client Service Associate

Houston, TX · On-site

$60K - $80K/yr

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect ...

New

Trust Point Inc.

Client Service Associate

Minneapolis, MN · On-site

$15.25 - $21/hr

Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department.

Elevare Branding

Client Service Associate

Fayetteville, NC · On-site

$48K - $52K/yr

Client Service Associate At Elevare Branding, we believe in building powerful brand identities through strategic communication, integrity, and creativity. Our team collaborates with forward-thinking ...

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Lorygen

Client Service Associate

Los Angeles, CA · On-site

$15.50 - $21.50/hr

About the job Client Service Associate About Lorygen Group Lorygen Group is committed to helping businesses build strong relationships through professional customer service, engagement, and business ...

New

Trust Point Inc.

Client Service Associate

La Crosse, WI · On-site

$14.25 - $19.75/hr

Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time ...

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

Client Service Associate We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join ...

H Cap Connect, LLC.

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

Client Service Associate - Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done ...

Cerity Partners

Client Service Associate

San Francisco, CA · On-site

$17 - $23.50/hr

The Client Service Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the client and the custodian. Primary ...

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Fintech Client Service Associate information

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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.

What are popular job titles related to Fintech Client Service Associate jobs?

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 Associate

Omaha, NE • On-site

Mariner
See more jobs at Marinerexternal

$58K - $67K/yr

Full-time

Re-posted 13 days ago

Job description

The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive experience that exceeds their expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of client service.
Responsibilities
  • Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary
  • Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
  • Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
  • Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide
  • Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
  • Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
  • Perform other duties as assigned

Qualifications
  • High school diploma required; bachelor's degree preferred
  • Financial services experience or applicable internship experience
  • Wealth management experience a plus

Skills and Knowledge
  • Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
  • Experience with eMoney a plus
  • Positive attitude toward client relations to provide exceptional, proactive client service
  • Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail
  • Strong verbal and written communication skills are essential to effective client relationships
  • Highly organized with strong analytical skills
  • Able to work in a team environment

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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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