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Client service Jobs

387 Job Offers

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Client Service Associate
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United States , Fort Wayne
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Raymond James
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Senior Client Service Associate
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United States , Seattle
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45000.00 - 85000.03 USD / Year
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Raymond James
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Senior Registered Client Service Associate
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United States , Saint Petersburg
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Raymond James
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Client Service Associate
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United States , Gaylord, Michigan
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Raymond James
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Senior Registered Client Service Associate
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United States , Rochester
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45000.00 - 90000.00 USD / Year
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Raymond James
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Client Service Associate
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United States , Auburn Hills, Michigan
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Raymond James
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Registered Client Service Associate
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United States , Holland, Michigan
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Raymond James
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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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Managed Services Client Service Desk Administrator
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Join our Managed Services team in Jakarta as a Client Service Desk Administrator. Provide vital administrative support, handle service requests, and ensure efficient incident resolution in a 24/7 shift environment. Ideal candidates have call center experience, strong communication skills, and a m...
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Indonesia , Jakarta Pusat
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NTT DATA
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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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Prime Services Technology Client Integration Team Lead
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Lead the client-facing technology integration team for Citi's Prime Services in London. Manage critical onboarding projects and drive process excellence across Equity, Fixed Income, and OTC products. This role requires strong Prime Services knowledge, client-facing experience, and skills in SQL, ...
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United Kingdom , London
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Citi
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Event Services Client Operations Support Manager
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Seeking an Event Services Client Operations Support Manager in Union City. Lead day-to-day administrative operations, including event management, scheduling, and client relations. This role requires strong organizational, problem-solving, and leadership skills. We offer a competitive benefits pac...
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United States , Union City
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80000.00 - 85000.00 USD / Year
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Allied Universal®
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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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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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