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Client Service United States Jobs

211 Job Offers

Manager, Client Service
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85000.00 - 110000.00 USD / Year
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Kantar
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Until further notice
Associate, Client Service, Brand
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59900.00 - 99800.00 USD / Year
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Kantar
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Client Service Associate
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70000.00 - 100000.00 USD / Year
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Robert Half
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Client Service Associate
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Join a lean, collaborative team as a Client Service Associate in Mill Valley. Utilize your 3-7+ years of wealth management experience to provide exceptional operational and administrative support. You will manage client accounts, ensure compliance, and handle critical money movements. This role o...
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Robert Half
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Client Service Associate
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Join a growing RIA firm in San Jose as a Client Service Associate. Utilize your 5+ years of financial services experience to provide high-touch support to sophisticated clients. You'll gain hands-on training with tools like FactSet and Bloomberg in a collaborative, mentorship-focused environment ...
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Robert Half
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Senior Client Service Associate
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Join a growing wealth management firm as a Senior Client Service Associate in Walnut Creek. Partner with a Senior Financial Advisor to deliver a high-touch client experience, handling onboarding, meetings, and financial planning support. This onsite role requires a Series 65 license and offers a ...
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90000.00 - 120000.00 USD / Year
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Robert Half
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Client Service Associate
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Join a boutique wealth management firm as a Client Service Associate in Mill Valley. Deliver white-glove service by managing accounts, client onboarding, and operational support. Requires 3-7+ years of financial advisory experience and exceptional organizational skills. Enjoy comprehensive benefi...
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Robert Half
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Relationship Manager / Client Service Associate
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Join our Orinda team as a Relationship Manager/Client Service Associate. Utilize your Series 65 license and financial services experience to onboard clients and manage accounts. Enjoy a people-focused environment with comprehensive benefits, including a strong retirement plan and generous PTO. Bu...
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Robert Half
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Client Service Specialist
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Join our team in Oshkosh, WI, as a Client Service Specialist supporting financial advisors. This contract role requires financial services experience, proficiency in Microsoft Office, and exceptional organizational skills. You will prepare meeting materials, manage client accounts, and ensure sea...
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Robert Half
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Client Service Intern
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Join FM, a global leader in property insurance, as a Client Service Intern in Alpharetta. Gain hands-on experience by shadowing engineers, conducting site assessments, and delivering technical projects. This full-time summer role requires a bachelor's degree in progress, strong communication skil...
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23.00 - 28.00 USD / Hour
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FM
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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 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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80000.00 - 150000.00 USD / Year
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Robert Half
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Until further notice

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.