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Client Service United States Jobs (Hybrid work)

38 Job Offers

Manager, Client Service
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Seeking a strategic **Manager, Client Service** to lead client relationships and drive media campaign research in **Boston, Chicago, NYC, or Atlanta**. You will oversee project execution, deliver high-quality insights, and manage timelines using quantitative methodologies. Requires 2+ years in cl...
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United States , Boston; Chicago; Norwalk; New York City; Detroit; Atlanta
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Salary
75400.00 - 125600.00 USD / Year
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Kantar
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Summer Associate, Client Service, Portuguese Speaker
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Join top-tier clients in San Francisco as a Summer Associate, Client Service, Portuguese Speaker. You’ll bridge clients with expert insights, managing multiple projects in a fast-paced, communications-intensive role. We seek a Junior (Class of 2028) with a 3.3+ GPA, fluent Portuguese and English,...
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United States , San Francisco
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Not provided
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AlphaSights
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Summer Associate, Client Service, Mandarin Speaker
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Join a top-tier client service team as a Summer Associate in New York. This communications-intensive role connects investors and strategists with expert insights, requiring fluency in English and Mandarin. Ideal for undergraduates (Class of 2028) with a 3.3+ GPA and strong multitasking skills. Ea...
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United States , New York
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Not provided
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AlphaSights
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Client Service Associate
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Client Service Associate role at a respected wealth management firm in Palo Alto, serving high-net-worth clients. Requires 2–4+ years of RIA experience, strong CRM and tech skills, and a proactive mindset. Responsibilities include client onboarding, advisor support, and complex planning collabora...
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United States , Palo Alto
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Salary
Not provided
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Robert Half
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Client Service Associate
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Client Service Associate sought by a Palo Alto RIA to build trusted client relationships and own the onboarding experience. Ideal candidates bring 2–4+ years of wealth management experience, a detail-driven mindset, and strong tech skills (Microsoft 365, CRM). Partner with advisors on planning an...
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United States , Palo Alto
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Not provided
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Robert Half
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Client Service Associate
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Client Service Associate opportunity in Palo Alto supporting high-net-worth clients within a collaborative RIA environment. Ideal for candidates with 1–3+ years of brokerage or family office experience and proficiency in Fidelity, Schwab, Orion, or Salesforce. Responsibilities include client onbo...
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United States , Palo Alto
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Not provided
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Robert Half
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Summer Associate, Client Service
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Join a global leader connecting Fortune 500 companies with niche experts. As a Summer Associate in Client Service (New York), you’ll recruit experts, manage projects, and drive client success. Ideal for ambitious undergraduates (Class of 2028, GPA 3.3+) with strong communication skills. Enjoy a p...
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United States , New York
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Not provided
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AlphaSights
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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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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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Not provided
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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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Client Service Associate
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United States , Walnut Creek
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Not provided
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Robert Half
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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 – Wealth Management
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Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and advisors with onboarding, account servicing, and financial planning. Ideal candidates have 1-5 years of RIA or brokerage experience and proficiency with platforms like Fi...
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United States , San Carlos
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75000.00 - 115000.00 USD / Year
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Robert Half
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Client Service Associate – Wealth Management
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Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and a collaborative advisory team, utilizing platforms like Fidelity or Schwab. This role offers a path for long-term growth within a successful RIA, plus benefits including ...
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Location
United States , San Carlos
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75000.00 - 115000.00 USD / Year
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Robert Half
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Client Service Associate or Senior CSA
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Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of client service experience in wealth management and expertise with custodial platforms. You will manage account operations, client onboarding, and provide white-glove servic...
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United States , Mill Valley
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Salary
80000.00 - 150000.00 USD / Year
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Robert Half
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Senior Client Service Representative
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United States , Boston
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Not provided
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Robert Half
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Registered Client Service Associate
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Join our growing team at Raymond James as a Registered Client Service Associate in Rockville. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires Series 7 & 63/65/66 licenses, securities industry knowledge, and strong CRM skil...
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United States , Rockville
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Salary
45000.00 - 80000.00 USD / Year
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Raymond James
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Registered Client Service Associate
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Join Raymond James as a Registered Client Service Associate in Oakbrook Terrace. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. This role requires Series 7 & 63/65/66 licenses, industry knowledge, and excellent communication skills. Be a k...
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United States , Oakbrook Terrace
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Salary
55000.00 - 70000.00 USD / Year
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Raymond James
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Senior Client Service Associate
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Join Raymond James, a premier financial services firm, as a Senior Client Service Associate in Edina. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires 3+ years of industry experience, proficiency in CRM software, and except...
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United States , Edina
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Salary
45000.00 - 68000.00 USD / Year
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Raymond James
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Senior Manager, Client Service Teams
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United States , Palo Alto; San Francisco; New York; Century City; Los Angeles
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147050.00 - 220800.00 USD / Year
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Wilson, Sonsini, Goodrich & Rosati
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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.