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Client service Jobs (On-site work)

123 Job Offers

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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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Not provided
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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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Not provided
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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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Not provided
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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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Not provided
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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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Not provided
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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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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 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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45000.00 - 55000.00 USD / Year
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Raymond James
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Client Service Associate
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Join DiSilvio Wealth Management as a Client Service Associate in Garden City. Provide exceptional administrative support, manage client inquiries, and process accounts using CRM software. This client-facing role requires strong organizational skills, financial industry knowledge, and a passion fo...
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United States , Garden City
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45000.00 - 80000.06 USD / Year
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Raymond James
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Client Service Associate
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Join our growing team as a Client Service Associate in Evansville. Provide high-touch administrative support to Financial Advisors and clients, utilizing your securities industry knowledge and CRM skills. This dynamic role requires a detail-oriented problem solver to process transactions and ensu...
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United States , Evansville
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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 Duluth. Provide high-touch administrative support to Financial Advisors and clients. Ideal candidates have securities industry knowledge, CRM skills, and excel in a dynamic team. This role is crucial for delivering exceptional service in a growi...
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United States , Duluth
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45000.00 - 80000.00 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 Winter Haven. This pivotal role supports Financial Advisors by managing client interactions, trading, and onboarding. Requires Series 7, 63/65/66 licenses and 5+ years of financial service experience. Ideal for a skilled, organized ...
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United States , Winter Haven
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Not provided
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Raymond James
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Client Service Associate
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Join our Scottsdale team as a Client Service Associate, providing crucial support to Financial Advisors. You will service client interactions, process transactions, and ensure accurate documentation using CRM and Excel. This role requires knowledge of financial markets and offers a dynamic, team-...
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United States , Scottsdale
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Not provided
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Raymond James
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Senior Registered Client Service Associate
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Join our team in Stuart as a Senior Registered Client Service Associate. This pivotal role supports Financial Advisors by managing client interactions, trading, and account servicing. Requires Series 7, 63/65/66 licenses and 5+ years of financial services experience. Ideal for a highly organized ...
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United States , Stuart
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Not provided
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Raymond James
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Registered Client Service Associate
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Join our team as a Registered Client Service Associate in Coral Gables. 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, bilingual Spanish skills, and securities indus...
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United States , Coral Gables
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Not provided
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Raymond James
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Accountant II - Client Advisory Services
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United States , Missoula
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Not provided
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JCCS
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Senior Client Service Associate
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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 Accounting Services Specialist
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United States , Santa Barbara
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Bartlett, Pringle & Wolf, LLP
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Client Servicing Executive
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India , Chennai
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Infosearch BPO Services Pvt Ltd
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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.

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