CrawlJobs Logo
Briefcase Icon
Category Icon

Client service United States Jobs

98 Job Offers

Filters
Client Services Representative
Save Icon
Join our team in Greenville, SC, as a Client Services Representative. You will deliver exceptional client experiences by managing financial transactions and building strong relationships. Ideal candidates have financial sector experience, CRM proficiency, and superb communication skills. We offer...
Location Icon
Location
United States , Greenville
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Client Accounting Services Senior
Save Icon
Join ABIP's Houston office as a Client Accounting Services Senior. Manage full client engagements, deliver assurance services, and prepare financial statements. Requires 5+ years of public accounting experience and proficiency in QuickBooks or Xero. Lead client relationships and oversee complex a...
Location Icon
Location
United States , Houston
Salary Icon
Salary
Not provided
abipcpa.com Logo
abip CPAs & Advisors
Expiration Date
Until further notice
Client Accounting Services Senior
Save Icon
Join our San Antonio office as a Client Accounting Services Senior. Manage client engagements, deliver assurance services, and prepare financial statements. Requires 5+ years of public accounting experience and proficiency in QuickBooks or Xero. Lead client relationships and oversee month-end pro...
Location Icon
Location
United States , San Antonio
Salary Icon
Salary
Not provided
abipcpa.com Logo
abip CPAs & Advisors
Expiration Date
Until further notice
Client Accounting Services Manager
Save Icon
Lead client accounting engagements in Houston, leveraging 8+ years of public accounting experience. Manage financial statements, reconciliations, billing, and advisory services using QuickBooks/Xero. This supervisory role requires strong GAAP knowledge, Excel skills, and client communication. CPA...
Location Icon
Location
United States , Houston
Salary Icon
Salary
Not provided
abipcpa.com Logo
abip CPAs & Advisors
Expiration Date
Until further notice
Client Accounting Services Manager
Save Icon
Lead client accounting engagements for a diverse portfolio in San Antonio. This managerial role requires 8+ years of public accounting experience, expertise in financial statements, reconciliations, and software like QuickBooks. You will provide high-quality advisory services, manage billing, and...
Location Icon
Location
United States , San Antonio
Salary Icon
Salary
Not provided
abipcpa.com Logo
abip CPAs & Advisors
Expiration Date
Until further notice
Associate, Client Services
Save Icon
Join our Client Services team in St. Joseph as an Associate. You will own end-to-end expert engagement projects, driving strategic outcomes for clients in a fast-paced, front-line role. We seek a proactive communicator with 6-18 months of experience, strong business instincts, and U.S. work autho...
Location Icon
Location
United States , St. Joseph
Salary Icon
Salary
80000.00 - 100000.00 USD / Year
csbsju.edu Logo
College of Saint Benedict and Saint John’s University
Expiration Date
Until further notice
Client Service Associate
Save Icon
Join our team as a Client Service Associate in Bloomington/Arden Hills. Support financial advisors with operational excellence, client communications, and CRM maintenance. Requires 2+ years in financial services, proficiency in MS Office, and familiarity with Charles Schwab. Strong organizational...
Location Icon
Location
United States , Bloomington; Arden Hills
Salary Icon
Salary
60000.00 - 70000.00 USD / Year
myboyum.com Logo
Boyum Barenscheer
Expiration Date
Until further notice
Client Services Associate
Save Icon
Join our financial management team in Del Mar as a Client Services Associate. You will be the primary contact for clients, supporting advisors with onboarding and account maintenance. We seek a detail-oriented professional with strong communication skills and financial services experience. This r...
Location Icon
Location
United States , Del Mar
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Client Services Coordinator
Save Icon
Join our team in San Diego as a Client Services Coordinator. This contract-to-perm role supports our fast-paced insurance operations, managing applications and agent inquiries in Salesforce. We seek an organized professional with 1+ years in customer service, strong data entry, and call managemen...
Location Icon
Location
United States , San Diego
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Client Services Representative
Save Icon
Join a leading financial team in San Francisco as a Client Services Representative. Utilize your CRM and financial process expertise to manage client accounts and build strong relationships. This role offers a comprehensive benefits package including medical, dental, and a 401(k) plan for a dedic...
Location Icon
Location
United States , San Francisco
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Client Service Specialist
Save Icon
Join our team in Bozeman as a Client Service Specialist, providing high-quality operational support to financial advisors on TAMP and Sapphire platforms. This role requires 1+ years in financial services, exceptional attention to detail, and strong communication skills. We offer an excellent ESOP...
Location Icon
Location
United States , Bozeman
Salary Icon
Salary
59000.00 - 75000.00 USD / Year
xyplanningnetwork.com Logo
XY Planning Network
Expiration Date
Until further notice
Client Service Manager
Save Icon
Lead client service operations for a financial services firm in Bozeman. This hands-on manager role requires 4+ years of experience, Schwab/Orion knowledge, and people management skills. Enjoy top benefits like an ESOP, unlimited vacation, and a 401(k) match.
Location Icon
Location
United States , Bozeman
Salary Icon
Salary
80000.00 - 108000.00 USD / Year
xyplanningnetwork.com Logo
XY Planning Network
Expiration Date
Until further notice
Client Services Associate
Save Icon
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...
Location Icon
Location
United States , Philadelphia
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Director, Client Solutions (Professional Services)
Save Icon
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...
Location Icon
Location
United States , Atlanta
Salary Icon
Salary
Not provided
sprypoint.com Logo
SpryPoint
Expiration Date
Until further notice
Remote Client Services Coordinator
Save Icon
Join our team as a Remote Client Services Coordinator, supporting clients across the United States. You will manage travel bookings, provide exceptional customer service, and ensure a seamless experience from inquiry to completion. This flexible, remote role offers commission-based pay, industry ...
Location Icon
Location
United States
Salary Icon
Salary
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Remote Client Services Coordinator
Save Icon
Join our team as a Remote Client Services Coordinator, supporting clients across the United States. You will manage travel inquiries, coordinate bookings, and ensure a seamless experience from planning to completion. This role requires excellent communication, strong organization, and a detail-or...
Location Icon
Location
United States
Salary Icon
Salary
Not provided
travelingwithtasha.com Logo
Traveling with Tasha
Expiration Date
Until further notice
Client Services Associate, Oncology
Save Icon
Join BillionToOne as a Client Services Associate in Oncology, based onsite in Union City. Provide exceptional support to physicians, clinics, and patients in a fast-paced diagnostic environment. This pivotal role requires 1+ years of client-facing experience, strong organizational skills, and a p...
Location Icon
Location
United States , Union City
Salary Icon
Salary
88912.00 USD / Year
billiontoone.com Logo
BillionToOne
Expiration Date
Until further notice
Client Services Associate, Prenatal
Save Icon
Join BillionToOne as a Client Services Associate in Prenatal/Women's Health. Provide exceptional support to physicians, clinics, and patients in a fast-paced, onsite role in Union City. Utilize your client-facing skills and passion for healthcare to deliver a seamless customer experience and impa...
Location Icon
Location
United States , Union City
Salary Icon
Salary
88912.00 USD / Year
billiontoone.com Logo
BillionToOne
Expiration Date
Until further notice
Client Service Specialist
Save Icon
Join our Charlotte team as a Client Service Specialist, providing vital support to Financial Advisors. You will prepare financial materials, process accounts, and ensure an exceptional client experience. This role requires strong organizational skills, relevant experience, and a commitment to pur...
Location Icon
Location
United States , Charlotte
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Senior Client Service Associate
Save Icon
Join a premier wealth management firm in San Francisco as a Senior Client Service Associate. Support high-net-worth clients and work directly alongside the founder. Ideal candidates have 3+ years of RIA experience, exceptional communication skills, and Schwab proficiency is a plus. Enjoy competit...
Location Icon
Location
United States , San Francisco
Salary Icon
Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
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.

Filters

×
Countries
Category
Location
Work Mode
Salary