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Fp Client Service Associate Jobs (NOW HIRING)

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.

Client Service Associate

Houston, TX ยท 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

Client Service Associate

Minneapolis, MN ยท 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.

Client Service Associate

Fayetteville, NC ยท 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 ...

Client Service Associate

La Crosse, WI ยท 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 ...

Client Service Associate

Los Angeles, CA ยท 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

Client Service Associate

La Crosse, WI ยท 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 ...

Client Service Associate

San Jose, CA ยท 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 ...

Client Service Associate

Pepper Pike, OH ยท 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 ...

Client Service Associate

San Francisco, CA ยท 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 ...

Client Service Associate

Pepper Pike, OH ยท 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 ...

Client Service Associate

Potomac, MD ยท On-site

$15 - $20.75/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Client Service Associate

Nashville, TN ยท On-site

$14 - $19.25/hr

The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for ...

Client Service Associate

Pittsburgh, PA ยท On-site

$14 - $19.50/hr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Client Service Associate

Auburn, IN ยท On-site

$13.50 - $18.75/hr

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. The Client Service ...

Client Service Associate

Pittsburgh, PA ยท On-site

$14 - $19.50/hr

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing ...

Showing results 41-60

Fp Client Service Associate information

See salary details

$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

Martinez, CA โ€ข On-site

Tang+Company
Health Care and Social Assistanceย โ€ขย 501 - 1,000 employees

$18/hr

Other

Posted 9 days ago


Job description

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. The ideal candidate is enthusiastic, organized, detail-oriented, with a professional and respectful attitude, efficient and able to prioritize tasks.

Pay Rate: $18/hr

Schedule: Mon - Fri, 7:00am - 4:00pm Essential Duties and Responsibilities

  • Heavy customer interface by telephone, electronically or face to face
  • Respond promptly to customer inquiries
  • Handle and resolve customer complaints
  • Obtain and evaluate all relevant information to handle inquiries and complaints
  • Provide prompt, courteous service to all external and internal customers
  • Assist with special projects as assigned
  • Direct requests and unresolved issues to the designated resource
  • Manage customers' accounts
  • Keep records of customer inquiries, comments and complaints and actions taken
  • Communicate and coordinate with internal departments
  • Follow up on customer interactions

The Client Service Associate will also possess strong customer service and problem-solving skills, technical knowledge or technical aptitude, strong listening and oral communication skills as well as team orientation organizational skills.

  • IT knowledge and ability
  • Excellent communication skills, verbal and written
  • Attention to detail and accuracy
  • Accountability
  • Organizational Skills
  • Motivated and results driven
  • Strong interpersonal skills
  • Commitment to continuous improvement
  • Maintain a positive mental attitude and professional work ethic
  • Confidentiality