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Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

  • Medical

  • Retirement

  • PTO

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service ... Experience in wealth management, financial planning, banking, insurance, or investment services ...

Berkshire Bank

Investment Sales Associate

Providence, RI · On-site

$52K - $90K/yr

Investment Services Reports to: Director of Investments Status: Exempt Grade: 9E Pay Range: $52,000 ... The Investment Sales Associate supports financial advisors in delivering exceptional client service ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... This role blends technical investment work with client-service responsibilities and offers strong ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... This role blends technical investment work with client-service responsibilities and offers strong ...

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... The ideal candidate will possess a strong understanding of alternative investments, excellent ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Client Services Associate The Client Services Associate is responsible for providing exceptional ... The ideal candidate will possess a strong understanding of alternative investments, excellent ...

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Investment Services Associate information

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$22K

$97.1K

$213.5K

How much do investment services associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment services associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.
What cities are hiring for Investment Services Associate jobs? Cities with the most Investment Services Associate job openings:
What are the most commonly searched types of Investment Services jobs? The most popular types of Investment Services jobs are:
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What job categories do people searching Investment Services Associate jobs look for? The top searched job categories for Investment Services Associate jobs are:
Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,073 per year, or $46.7 per hour.

Client Services Associate, Private Markets

Oliver James

Manhattan, NY • On-site

Other

Posted 3 days ago

New

Job description

Client Services Associate, Private Markets
A growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary channels.
Responsibilities
  • Support new fund launches and onboard distribution partners.
  • Coordinate with wealth platforms, fund administrators, transfer agents, and custodians.
  • Act as an operational contact for clients and external service providers.
  • Resolve onboarding and servicing issues across multiple stakeholders.
  • Maintain operational trackers and produce reporting using Excel and PowerPoint.
  • Help improve client service and onboarding processes.
Ideal Background
  • 1+ years of experience in fund administration, investor services, transfer agency, fund operations, or alternative investments.
  • Exposure to private equity, private credit, real estate, or other private market products.
  • Strong client service, communication, and organizational skills.
  • Comfortable working in a fast-paced, deadline-driven environment.
  • Intermediate Excel skills and strong attention to detail.

Contact me directly on [email protected]

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