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Client Service United States Jobs

107 Job Offers

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Client Service Associate
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Join a prestigious wealth management firm in Palo Alto as a Client Service Associate, supporting high-net-worth clients with sophisticated financial planning and investment management. Ideal for candidates with 1–3+ years in an RIA or family office, plus experience with Fidelity, Schwab, or Sales...
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United States , Palo Alto
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Not provided
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Robert Half
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Senior Client Service Associate
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Senior Client Service Associate role in Walnut Creek, CA, supporting high-net-worth clients within a collaborative wealth advisory team. Ideal for candidates with 3–5+ years in wealth management, strong CRM skills, and a Series 65 license. Responsibilities include client onboarding, financial pla...
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United States , Walnut Creek
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Robert Half
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Client Service Coordinator - Associate
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We are seeking a detail-oriented **Client Service Coordinator - Associate** in **Redwood City, CA** to provide essential administrative support in a fast-paced environment. This entry-level role requires strong organizational skills, proficiency in **Microsoft Office Suite**, and the ability to m...
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United States , Redwood City
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Salary
21.00 USD / Hour
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Robert Half
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Client Service Associate
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Client Service Associate role at a top wealth management firm in Palo Alto, serving high-net-worth clients. You’ll manage onboarding, support advisors, and collaborate on complex financial plans. Requires 2–4+ years of RIA experience, strong tech skills, and a proactive mindset. Benefits include ...
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United States , Palo Alto
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Robert Half
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Summer Associate, Client Service
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United States , New York
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AlphaSights
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Summer Associate, Client Service
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United States , San Francisco
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AlphaSights
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Client Service Specialist
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Join a dynamic team as a Client Service Specialist in Las Vegas. This contract-to-hire role blends client communication, administrative coordination, and policy support. Ideal for recent grads with customer service experience, strong MS Office skills, and CRM proficiency. Enjoy medical, dental, v...
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United States , Las Vegas
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Robert Half
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Senior IT Client Service Specialist
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Senior IT Client Service Specialist role in Santa Clara, USA. Drive operational delivery of centralized IT services, manage escalations, and align service delivery with business strategy. Requires ITIL V4, advanced analytical skills, and stakeholder engagement expertise. Benefits include medical,...
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United States of America , Santa Clara
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Salary
99000.00 - 183000.00 USD / Year
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NTT DATA
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Senior Client Service Associate — Wealth Management
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United States , Woodland Hills
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85000.00 - 110000.00 USD / Year
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Strategic Employment Partners
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Senior Client Service Associate
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United States , Sunol
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Robert Half
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Client Service Representative - Outreach - Bilingual in Spanish
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United States , Oakland
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20.00 USD / Hour
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MMC Group LP
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Client Service Representative - Outreach - Bilingual in Spanish
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United States , Oakland
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20.00 USD / Hour
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MMC Group LP
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Manager, Client Service
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United States , Boston; Chicago; Norwalk; New York City; Detroit; Atlanta
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75400.00 - 125600.00 USD / Year
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Kantar
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Client Service Associate
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United States , Chicago
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Robert Half
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Team Lead, Managed Services Client Service Desk
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United States of America
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Not provided
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NTT DATA
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Client Service Associate
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United States , Walnut Creek
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Robert Half
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Senior Client Service Associate
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United States , Sunol
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Client Service Associate - Retirement Plans
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Join Alera Group as a Client Service Associate – Retirement Plans in Chicago (hybrid). Support 401(k) and 403(b) plan sponsors and participants, ensuring ERISA and IRS compliance. Ideal for candidates with financial services experience, strong organizational skills, and proficiency in Excel. Enjo...
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United States , Chicago
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60000.00 - 80000.00 USD / Year
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Alera Group
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Client Service Associate
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Join our San Diego team as a Client Service Associate, providing exceptional support to clients and agents in the insurance sector. Utilize your customer service skills to handle policy inquiries, process changes, and maintain accurate records. This role offers a comprehensive benefits package fo...
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United States , San Diego
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Robert Half
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Client Service & Operations Associate
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Join our San Francisco financial services team as a Client Service & Operations Associate. You will provide crucial operational and administrative support, preparing client materials and managing complex calendars. The ideal candidate is proactive, detail-oriented, and proficient in Microsoft Off...
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United States , San Francisco
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Salary
94000.00 - 96000.00 USD / Year
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Beacon Hill
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About the Client Service role

Explore a world of opportunity in client service jobs, a dynamic profession centered on building and nurturing the vital relationships between an organization and its customers or clients. Professionals in this field act as the primary liaison, strategic partner, and advocate, ensuring client satisfaction, driving retention, and contributing directly to business growth. Whether titled Client Service Manager, Account Director, or Customer Success Lead, the core mission is consistent: to understand client needs deeply and orchestrate internal resources to deliver exceptional value and service.

Individuals in client service roles typically manage a portfolio of client accounts or oversee service delivery for a broader segment. Their day-to-day responsibilities are multifaceted, blending strategic thinking with hands-on execution. Common duties include developing and implementing client engagement strategies, setting and tracking performance goals, and conducting regular business reviews. They analyze client feedback and market data to identify opportunities for expanded service or to address challenges proactively. A significant part of the role involves internal collaboration, acting as the client's voice within their own organization to ensure seamless delivery from various departments like sales, operations, and technical teams. Furthermore, they are often responsible for monitoring key metrics, managing budgets or P&Ls for their accounts, and reporting on client health and revenue performance to leadership.

To thrive in client service jobs, a specific set of skills and attributes is essential. Exemplary communication and interpersonal skills are paramount, as the role requires constant interaction, negotiation, and presentation to both clients and internal stakeholders. Strong emotional intelligence and relationship-building capabilities allow these professionals to establish trust and become a trusted advisor. Analytical and problem-solving skills are crucial for interpreting data and crafting tailored solutions. Project management proficiency is also a common requirement, given the need to juggle multiple client priorities and complex deliverables simultaneously. Typically, employers seek candidates with a bachelor’s degree and several years of experience in customer-facing roles, often within professional services, financial services, technology, or similar industries. A proactive, client-centric mindset, keen attention to detail, and the ability to work autonomously as well as part of a cross-functional team are the hallmarks of a successful client service professional.

Pursuing client service jobs means entering a career that is both challenging and rewarding, offering a direct impact on client success and business outcomes. It is ideal for those who are passionate about service, strategy, and fostering long-term partnerships.