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Client service United States Jobs (Hybrid work)

12 Job Offers

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Registered Client Service Associate
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Join our Chicago team as a Registered Client Service Associate. Deliver wealth management services using your Series 7/63 or 7/66 licenses and 2-5 years' client-facing experience. You will manage deadlines, analyze data, and ensure compliance while supporting banker teams. We offer comprehensive ...
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United States , Chicago
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69130.00 - 96470.00 USD / Year
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Citi
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Until further notice
Client Accounting and Advisory Services Manager
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Seeking a Client Accounting and Advisory Services Manager for a hybrid role in Grand Rapids. This position requires a CPA/EA with 5+ years of industry and 3+ years of public accounting experience. You will provide expert financial advice, prepare statements, analyze KPIs, and lead a team. Ideal c...
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United States , Grand Rapids
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Not provided
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H&S Companies, CPAs & Business Advisors
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Until further notice
Client Services Project Manager
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Seeking a Client Services Project Manager in Westborough to lead diverse projects from conception to completion. You will develop plans, manage budgets, and ensure targets for timing, quality, and ROI are met. This role requires 6+ years of experience, strong analytical skills, and proficiency in...
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United States , Westborough
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Not provided
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SGK
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Until further notice
Summer Associate, Client Service
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Seeking a Summer Associate in Client Service for a frontline internship in New York. You will connect top-tier clients with industry experts, managing multiple projects and communications. This role requires fluent English & Portuguese, strong academics, and offers training with a potential full-...
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United States , New York
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Not provided
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AlphaSights
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Until further notice
Senior Manager, Client Service Teams
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Shape client service excellence in this newly created senior role within a leading firm. You will manage key client relationships and strategic initiatives across multiple high-growth locations. Leverage your 7+ years in professional services to drive impactful programs and collaborate with diver...
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United States , Palo Alto; Boston; Century City; Los Angeles; New York; San Francisco; Seattle
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147050.00 - 220800.00 USD / Year
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Wilson, Sonsini, Goodrich & Rosati
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Until further notice
Client Services Associate
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Join a Philadelphia wealth management team as a Client Services Associate. Provide vital administrative and client service support for high-net-worth clients. This onsite role requires 2+ years of financial services experience and strong organizational skills. Enjoy a competitive benefits package...
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United States , Philadelphia
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Not provided
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Robert Half
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Director, Client Solutions (Professional Services)
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Lead strategic client portfolios and drive utility transformation across North America in this Atlanta-based hybrid role. We seek a Professional Services leader with 8+ years of SaaS experience, a proven track record managing a $15M+ P&L, and expertise in leading large-scale enterprise implementa...
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United States , Atlanta
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Not provided
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SpryPoint
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Until further notice
Client Service Billing Leader
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Lead client billing teams for a medical RCM company in Wyomissing. This role requires 5+ years of healthcare revenue cycle experience, with radiology billing a plus. You will analyze KPIs, drive performance, and serve as the primary client contact. We offer full benefits including medical, dental...
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United States , Wyomissing
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Not provided
Medical Billing and Management Services
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Until further notice
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Client Service Associate
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Serve as the primary contact for UHNW families in this San Francisco multi-family office. Partner with leadership on bespoke wealth strategies, including estate planning and tax-efficient solutions. This hybrid role offers direct senior exposure, career growth, competitive pay, and a comprehensiv...
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United States , San Francisco
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Not provided
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Robert Half
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Group Account Director, Financial Services Clients
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Lead and grow our Financial Services vertical as a senior agency leader in New York. You will own executive client relationships for banks, insurers, and fintechs, driving strategic direction and measurable growth. Requires 10+ years of agency experience in regulated categories and a proven track...
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United States , New York
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Not provided
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Amsive
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Until further notice
Head of Client Executives, Investor Services
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Lead a global Investor Services team in New York, delivering best-in-class client experience and driving strategic growth. This senior leadership role requires extensive financial services sales expertise and managing multi-country teams. You will define the global operating model, achieve key me...
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United States , New York
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250000.00 - 500000.00 USD / Year
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Citi
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Until further notice
New
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 experience, Schwab Advisor Center knowledge, and a client-first mindset. You'll manage onboarding, money movement, and service requests. Enjoy a collaborative environment w...
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United States , Mill Valley
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80000.00 - 150000.00 USD / Year
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Robert Half
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Until further notice
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.

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