Client Service Associate (Fully Remote)

Independent Financial Planning and Investment Management Fir...

Remote (US) · Posted November 4, 2026

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Pay compared with the market

This listing does not state pay. Across 84 open client service associate listings that state pay, the middle half runs $47,500 to $70,000 and the median is $56,500.

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About the job

...Independent financial planning firm seeks a permanently remote Client Service Associate. You'll deliver outstanding client experiences and work with a team that values professional excellence. Responsibilities: Process trade orders, account openings, transfers, and custodial...