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Fp Client Service Associate Jobs (NOW HIRING)

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

Lumina Agency INC

Client Service Associate

Rochester, NY · On-site

$45K - $49K/yr

Client Service Associate Lumina Agency Inc is a forward-thinking organization dedicated to delivering structured, efficient, and high-quality project solutions for our clients. We value precision ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Red Shift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

redShift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Mariner

Client Service Associate

Omaha, NE · On-site

$13.75 - $19.25/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 ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/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 ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/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 ...

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 ...

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Fp Client Service Associate information

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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

Houston, TX • On-site

Boutique Recruiting
Recruiting and Staffing Services • 51 - 200 employees
Learn more about Boutique Recruitingexternal

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description

Position Title: Client Service Associate
Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance
A growing boutique wealth management firm is seeking an experienced Client Service Associate to deliver high-touch service to high-net-worth families while managing critical account operations from start to finish. This role will oversee account openings and transfers, support client relationships, maintain CRM records, schedule meetings, coordinate with custodians, and ensure every request is completed accurately and promptly. As part of a close-knit eight-person firm, the Client Service Associate will also provide front-office and administrative support, including answering phones, preparing conference rooms, coordinating lunches, and maintaining office supplies. The ideal candidate has 5-10 years of client service experience within an RIA, deep operational knowledge of Schwab, and an exceptional command of detail. They are polished, proactive, intellectually curious, and relentless about solving problems while remaining positive and professional with clients, colleagues, and custodians.
Client Service Associate Responsibilities:
  • Provide responsive, high-touch service and relationship support to high-net-worth individuals and families
  • Support approximately half of the firm's primary client families in partnership with the advisors and senior Client Service Associate
  • Build genuine relationships with clients and provide thoughtful support during major life events, including births, deaths, and family transitions
  • Open new accounts and manage account transfers through Schwab, LPL, and other applicable custodians
  • Follow up persistently with custodians to resolve paperwork, account transfer, and money-movement issues
  • Track every request, document, and outstanding item through completion
  • Prepare and review account paperwork with exceptional attention to accuracy
  • Maintain complete, current, and accurate client information within the firm's CRM
  • Schedule client meetings and coordinate calendars
  • Prepare conference rooms for client meetings, including confirming that technology is functioning and presentations are ready for display
  • Serve as the first point of contact for incoming phone calls, averaging approximately 10-15 calls per day
  • Welcome clients and visitors with warmth, professionalism, and discretion
  • Order team lunches, office supplies, and other necessary materials
  • Receive packages and help maintain organized, client-ready conference rooms and common areas
  • Support the broader team wherever needed in a small, collaborative firm where every employee contributes
  • Remain flexible when early meetings or time-sensitive client needs require additional preparation or follow-through

Client Service Associate Requirements:
  • 5-10 years of client service experience within wealth management or financial services
  • Direct experience performing Client Service Associate responsibilities within a registered investment advisory firm
  • Deep operational knowledge of Schwab and hands-on experience using Schwab as a custodian
  • Experience with account openings, transfers, money movement, and custodian follow-up
  • Strong proficiency with Microsoft Office, including the ability to use formulas in Excel
  • High level of technical aptitude and the ability to learn new platforms quickly
  • Exceptional attention to detail, particularly when preparing and reviewing financial account paperwork
  • Strong follow-through and the tenacity to resolve complicated or delayed requests
  • Polished written and verbal communication skills
  • Professional judgment, discretion, and emotional intelligence when supporting high-net-worth clients
  • Proactive approach with the ability to identify what needs to be done without waiting for direction
  • Intellectual curiosity and a genuine desire to research unique client situations and solve complex problems
  • Positive, friendly, and service-oriented personality
  • Willingness to handle administrative and front-office responsibilities without viewing any task as beneath the role
  • Ability to see both the larger client objective and the details required to execute it correctly
  • Bachelor's degree preferred
  • Ability to pass a financial services background check
  • Commitment to working onsite five days per week

Benefits:
  • Annual discretionary bonus estimated at 5%-15% of base salary, based on individual and firm performance
  • Medical coverage through a Blue Cross Blue Shield PPO, with the firm contributing $600 per month toward the premium beginning the first day of the month after 60 days
  • Employee-paid dental and vision coverage
  • SIMPLE IRA with a 100% employer match on contributions up to 3% after 30 days
  • Unlimited paid time off, provided responsibilities are fully managed
  • Paid market holidays
  • Optional employee-paid life and disability insurance
  • Annual performance reviews and salary increases

If you are an experienced RIA Client Service Associate who knows Schwab, takes ownership of every detail, and genuinely cares about the families you serve, apply today to join a firm where exceptional work is recognized and rewarded!
#LI-SB1 #LI-LO1
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

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