Client Service Associate Jobs
Client Service Associate jobs are open across financial services, banking, insurance, and wealth management, from entry-level to senior associate, with specializations in brokerage operations, retail banking, and investment advisory support. Find a role that fits from the openings below and apply directly.
Find Client Service Associate JobsOverview
Showing 5 of 916+ Client Service Associate jobs
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.
This role is a minimum of 4 days a week in the office
Responsibilities:
- Inbound client calls, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with various documentation requirements for new business
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
- Partner with Financial Advisor to strategize on opportunities to meet the needs of clients
- May assist in executing trades for clients as needed to support the Financial Advisor
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- Bachelor’s degree; preferably in Business, Accounting or Finance
- Series 7 and 66 (or Series 63/65) licensed or ability to obtain within 120 days
- 2+ years of experience working with Financial Advisors, Branch and Home Office support teams
- 2+ years brokerage/financial services industry knowledge
- Ability to travel to visit your advisor team on-site if needed. Travel will be minimal and with advance notice.
LI-Onsite
Pay Range:
$27.38-$45.61/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The Registered CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.
This role is a minimum of 4 days a week in the office
Responsibilities:
- Inbound client calls, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with various documentation requirements for new business
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
- Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
- Assume ownership of inquiries and requests; communicate with internal departments to ensure clients’ expectations for timely service delivery are met
- Educate clients on account services, capabilities, and new technology – eSignature, paperless statements, Account View (client portal), etc.
- Partner with Financial Advisor to strategize on opportunities to meet the needs of clients
- May assist in executing trades for clients as needed to support the Financial Advisor
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
- Bachelor’s degree; preferably in Business, Accounting or Finance
- Series 7 and 66 (or Series 63/65) licensed or ability to obtain within 120 days
- 2+ years of experience working with Financial Advisors, Branch and Home Office support teams
- 2+ years brokerage/financial services industry knowledge
- Ability to travel to visit your advisor team on-site if needed. Travel will be minimal and with advance notice.
LI-Onsite
Pay Range:
$27.38-$45.61/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
See All 916+ Client Service Associate Jobs
Jump back to the full list of openings and apply to any client service associate role that fits.
Find Client Service Associate JobsClient Service Associate Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- Morgan Stanley117
- Bank of America111
- JPMorganChase60
- Jackson Hewitt48
- UBS43
Top Industries Hiring
- Banking & Financial Services249
- Investment & Asset Management241
- Accounting & Auditing85
- Consulting & Professional Services82
- Law & Legal Services79
What Employers Look For
The qualifications that appear most often in client service associate jobs.
- Bachelor's degree in finance, business, or a related field
- One to three years of client-facing or financial services experience
- Proficiency with CRM platforms such as Salesforce or Redtail
- FINRA Series 7 or Series 66 license, or willingness to obtain
- Strong written and verbal communication skills for client correspondence
- Experience with brokerage operations, account opening, or account maintenance
Tips for Your Client Service Associate Job Search
Tailor your resume to each opening
Client service associate postings vary significantly between a retail bank and a brokerage firm. Pull the exact language from each job description, whether that's 'client onboarding' or 'account maintenance,' and mirror it in your bullet points so your resume clears automated screening.
Highlight your CRM and platform experience
Hiring managers for this role scan specifically for tools like Salesforce, Fidelity Wealthscape, or Redtail. If you've used any client management or financial planning platform, name it explicitly rather than listing it under a generic 'software skills' line.
Apply early to roles that fit
Migrate Mate lists client service associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers routinely ask you to walk through how you'd handle an upset client or a compliance-sensitive request. Prepare two or three concrete examples from past experience that show you de-escalated a situation and documented the outcome correctly.
Research the firm's service model before applying
A client service associate at a fee-only RIA does different daily work than one at a wirehouse or an insurance agency. Understanding whether the firm uses discretionary or non-discretionary accounts helps you speak to the right skills in your cover letter and first-round interview.
Follow up after your final interview round
Send a brief follow-up email within 24 hours that references one specific topic from your conversation, such as the firm's onboarding workflow or a service challenge they mentioned. It signals attention to detail, a quality that client-facing roles explicitly require.
Client Service Associate Jobs: Frequently Asked Questions
Which companies are hiring the most client service associates?
The companies hiring the most client service associates right now include Morgan Stanley, Bank of America, and JPMorganChase, with the largest share of openings in New York, California, and Florida, based on current listings on Migrate Mate as of June 2026. Demand is highest at wealth management firms, regional banks, and insurance companies expanding their retail client teams.
How many client service associate jobs are remote?
About 13% of client service associate openings are fully remote or hybrid as of June 2026, with remote availability concentrated in roles tied to brokerage operations, back-office account servicing, and digital banking support. Positions that require in-branch client interaction or in-person advisory meetings are far more likely to be fully on-site.
How do you become a client service associate?
Start with a bachelor's degree in finance, business, or communications, then gain experience in any customer-facing or administrative role at a bank, brokerage, or insurance office. Earning a FINRA Series 7 or Series 66 license significantly widens your options at broker-dealers and RIAs. Many firms also hire candidates from retail banking and promote them into associate roles once they demonstrate accuracy and client relationship skills.
Can you get hired as a client service associate with no experience?
Yes, many firms hire client service associates at the entry level, particularly banks and insurance companies that have structured training programs. Emphasize transferable skills from retail, hospitality, or administrative work, specifically your ability to manage client expectations, handle sensitive information carefully, and resolve problems under pressure. A willingness to pursue licensing after hiring is a strong differentiator when your direct experience is limited.
What does the client service associate interview process look like?
Most firms run two to three rounds, starting with a phone screen from HR focused on your background and availability, followed by a video or in-person interview with a team lead or branch manager. That second round typically includes scenario questions about handling difficult clients or compliance-sensitive requests. Some firms add a final round with a senior advisor or department head, particularly for roles with direct client contact or portfolio support responsibilities.
Where can I find and apply to client service associate jobs?
You can find and apply to client service associate jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your background and location preferences, then apply directly to each one. New postings are added regularly, so checking back frequently gives you access to openings as soon as they go live.
See All 916+ Client Service Associate Jobs
Jump back to the full list of openings and apply to any client service associate role that fits.
Find Client Service Associate Jobs