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Fp Client Service Associate Jobs (NOW HIRING)

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 ...

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 ...

$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 ...

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 ...

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 ...

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/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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Fp Client Service Associate information

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$10

$22

$40

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

As of Sep 13, 2026, the average hourly pay for fp 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 does a Fp Client Service Associate do?

A Financial Planning (FP) Client Service Associate provides support to financial advisors by managing client accounts, preparing reports, scheduling meetings, and addressing client inquiries. They often use financial software and must have strong communication skills to ensure client needs are met efficiently.

What cities are hiring for Fp Client Service Associate jobs?

Cities with the most Fp Client Service Associate job openings:

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

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

Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now

Towson, MD • On-site

$75K - $85K/yr

Other

Re-posted yesterday


Job description

About the job Client Service Associate (RIA) $75K-$85K - Towson, MD | Apply Now
Now Hiring: Client Service Associate (RIA) in Towson, MD!Apply now with 24/7 PT.• Responsibilities:- Manage the full client onboarding process including distribution and tracking of intake forms- Open new accounts for new and existing clients including brokerage accounts, 529 plans, and annuities- Verify client information and maintain accurate internal records• Requirements:- 3 to 5 years of RIA or broker-dealer operations and client service experience within financial advisory practice- Familiarity with Wealthscape, Redtail, eMoney, Wealth- com, Precise FP, and Albridge Apply now with 24/7 PT! Compensation:- Competitive pay ($75,000-$85,000/year)