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125 Job Offers

Client Service Associate
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United States , Greenwood
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Raymond James
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Registered Client Service Associate
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United States , Winston Salem
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Raymond James
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Registered Client Service Associate
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Join our Melbourne team as a Registered Client Service Associate. You will provide crucial support to Financial Advisors, serving as the first point of contact for client inquiries via phone, email, and in-person. This role requires Series 7 & 63/65/66 licenses and expertise in CRM software and s...
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United States , Melbourne
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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 Louisville, KY. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced securities environment. The role requires strong organizational skills, knowledge of financial markets, and proficiency in CRM software. ...
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United States , Louisville, Kentucky
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Raymond James
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Registered Client Service Associate
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Join our Princeton team as a Registered Client Service Associate. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. This role requires Series 7 & 63/65/66 licenses and strong CRM skills. Be a key problem-solver ensuring compliance and excelle...
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United States , Princeton
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45000.00 - 75000.00 USD / Year
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Raymond James
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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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45000.00 - 80000.00 USD / Year
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Raymond James
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Client Service Associate
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Join our Tucson team as a Client Service Associate, providing crucial support to Financial Advisors and ensuring exceptional client service. You will utilize your securities industry knowledge and CRM skills to manage client interactions and process financial transactions. This role offers a dyna...
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United States , Tucson
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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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55000.00 - 70000.00 USD / Year
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Raymond James
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Client Service Associate
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Join our team as a Client Service Associate in Land o Lakes. Utilize your 3-6 years of experience, CRM proficiency, and exceptional communication skills to manage client relationships and ensure operational efficiency. This role offers competitive compensation, professional development, and a pat...
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United States , Land o Lakes
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Raymond James
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Client Service Associate
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Join Collins and Krank as a Client Service Associate in Fargo, ND. Utilize your bachelor's degree and 1-3 years' experience to support financial advisors and service client accounts. This role requires CRM and Microsoft Office skills, plus knowledge of investment concepts and regulations. Be part...
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United States , Fargo, North Dakota
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Raymond James
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Client Service Associate
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Join Grande Financial Services as a Client Service Associate in Oakhurst. Provide exceptional, client-facing support to advisors and clients, managing inquiries, accounts, and CRM software. This role requires financial industry knowledge, proficiency in Microsoft Office, and superb organizational...
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United States , Oakhurst
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45000.00 - 60000.00 USD / Year
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Raymond James
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Registered Client Service Associate
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Join our Atlanta team as a Registered Client Service Associate. You will provide crucial support to Financial Advisors, serving as the first point of contact for client inquiries and account management. This role requires Series 7 & 63/65/66 licenses and proficiency in CRM software. You'll thrive...
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United States , Atlanta
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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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45000.00 - 68000.00 USD / Year
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Raymond James
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Senior Registered Client Service Associate
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Join our team as a Senior Registered Client Service Associate in Cottonwood Heights. This pivotal role supports Financial Advisors by servicing clients and managing detailed tasks in a fast-paced environment. Requires Series 7, 63/65/66 licenses and 5+ years of financial services experience. You ...
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United States , Cottonwood Heights
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Raymond James
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Client Service Associate
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Join our Lakewood Ranch team as a Client Service Associate. You will provide crucial support to Financial Advisors, servicing client inquiries and processing transactions. The role requires securities industry knowledge, CRM skills, and strong communication abilities. This is an excellent opportu...
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United States , Lakewood Ranch
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Raymond James
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Client Service Associate
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Join our growing Raymond James team in Denver as a Client Service Associate. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The ideal candidate has securities industry knowledge, CRM skills, and excels at multitasking. This role offers a d...
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United States , Denver
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45000.00 - 65000.00 USD / Year
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Raymond James
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Client Service Associate
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Join Raymond James, a leader in Financial Services, as a Client Service Associate in Oklahoma City. Provide high-touch administrative support to Financial Advisors and clients, handling banking products and transactions. Ideal candidates have securities industry knowledge, CRM skills, and excel i...
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United States , Oklahoma City
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Raymond James
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Registered Client Service Associate
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Join our growing Raymond James team in Grand Rapids as a Registered Client Service Associate. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. This role requires Series 7 & 63/65/66 licenses, securities industry knowledge, and excellent orga...
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United States , Grand Rapids
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Raymond James
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Senior Registered Client Service Associate
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Join our Boca Raton team as a Senior Registered Client Service Associate. This pivotal role supports Financial Advisors by servicing high-volume client interactions and managing detailed tasks in a fast-paced environment. The position requires Series 7 & 63/65/66 licenses and 5+ years of financia...
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United States , Boca Raton
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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 Cincinnati. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced securities environment. Ideal candidates are detail-oriented problem solvers with CRM skills and knowledge of financial markets. Grow your ca...
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United States , Cincinnati
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Salary
45000.00 - 55000.00 USD / Year
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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.