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Client Service United States Jobs (On-site work)

56 Job Offers

Senior Client Service Associate
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Senior Client Service Associate role in Sunol, CA, supporting high-net-worth clients within a collaborative wealth advisory team. Requires 3–5+ years in wealth management, strong CRM skills, and a Series 65 license (preferred). Responsibilities include client onboarding, financial planning suppor...
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United States , Sunol
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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 in Norfolk, VA, seeking a detail-oriented professional with 3+ years of client support experience. Build lasting relationships through personalized service, proactive follow-up, and cross-team coordination with Compliance, Operations, and Finance. Enjoy medical, dent...
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United States , Norfolk
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Not provided
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Robert Half
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Bilingual Client Service Representative - Outreach Agent
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Bilingual (English/Spanish) Client Service Representative needed in Stockton, CA. You will conduct face-to-face outreach, present healthcare plan options, and assist with enrollments. Requires a valid CA driver’s license, reliable transportation, and strong public speaking skills. Enjoy medical, ...
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Location
United States , Stockton
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Salary
20.00 USD / Hour
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MMC Group LP
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Senior Registered Client Service Associate
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Senior Registered Client Service Associate needed in Boston to support financial advisors and deliver exceptional client service. This role manages client communications, account servicing, money movement, and new account openings. Requires 3–7 years of financial services experience and FINRA lic...
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United States , Boston
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Salary
85000.00 USD / Year
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Robert Half
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Client Service Representative I - Lab Support
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Join Beebe Healthcare as a Client Service Representative I in Lewes, DE. You’ll support lab operations by liaising with physicians and patients, resolving inquiries via phone and email, and delivering world-class patient experience. Requires 1+ year call center or lab experience, strong communica...
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United States , Lewes
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Salary
16.75 - 25.96 USD / Hour
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beebe healthcare
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Client Service Associate
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Join a high-growth wealth management firm in San Francisco as a Client Service Associate. Support high-net-worth clients, partner with advisors, and manage account operations using Salesforce and wealth platforms. Ideal for 1–3 years of financial services experience with Series 7/66 preferred. En...
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USA , San Francisco
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Not provided
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Robert Half
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Senior Client Service Associate — Wealth Management
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Senior Client Service Associate role with a growing boutique RIA in Woodland Hills. Own end-to-end HNW account operations, mentor junior staff, and leverage Schwab Advisor Services expertise. Requires 3+ years of senior CSA experience, direct client interaction, and a proactive, detail-oriented m...
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United States , Woodland Hills
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Salary
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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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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Not provided
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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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Location
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 Representative - Outreach - Bilingual in Spanish
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United States , Oakland
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Salary
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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Location
United States , Oakland
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Salary
20.00 USD / Hour
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MMC Group LP
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Client Service Associate
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United States , Chicago
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Not provided
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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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Senior Client Service Associate
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United States , Sunol
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Not provided
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Robert Half
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Client Service Associate
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Join our team in Salt Lake City as a Client Service Associate. Provide crucial support to Financial Advisors by servicing client inquiries and processing transactions. The role requires knowledge of financial markets, CRM software, and strong organizational skills. This is an excellent opportunit...
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United States , Salt Lake City
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Not provided
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Raymond James
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Client Service Associate
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Join Raymond James as a Client Service Associate in Pasadena. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced securities environment. The role requires excellent communication skills, CRM proficiency, and knowledge of financial markets. Be a detail-orie...
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United States , Pasadena
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Salary
45000.00 - 65000.00 USD / Year
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Raymond James
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Client Service Associate
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Join our growing team in Sarasota as a Client Service Associate. Provide high-quality administrative support to Financial Advisors and clients in a dynamic environment. Ideal candidates have securities industry knowledge, CRM skills, and excel in client communication. Be a key part of our recogni...
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United States , Sarasota
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Not provided
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Raymond James
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Senior Client Service Associate
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Advance your wealth management career as a Senior Client Service Associate in Framingham. This role offers diverse experience in client service, operations, and compliance support. Requires 2+ years of relevant experience. Benefits include comprehensive insurance and a 401(k) plan.
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United States , Framingham
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Not provided
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Robert Half
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Client Service Associate
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United States , Muncie
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Not provided
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Raymond James
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Client Service Associate
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United States , Fort Wayne
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Not provided
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Raymond James
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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.