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Client Services United States Jobs

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Client Services Representative
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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...
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United States , Greenville
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Robert Half
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Client Accounting Services Senior
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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...
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United States , Houston
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abip CPAs & Advisors
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Client Accounting Services Senior
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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...
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United States , San Antonio
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abip CPAs & Advisors
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Client Accounting Services Manager
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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...
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United States , Houston
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abip CPAs & Advisors
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Client Accounting Services Manager
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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...
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United States , San Antonio
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abip CPAs & Advisors
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Associate, Client Services
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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...
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United States , St. Joseph
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80000.00 - 100000.00 USD / Year
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College of Saint Benedict and Saint John’s University
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Client Service Associate
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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...
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United States , Bloomington; Arden Hills
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60000.00 - 70000.00 USD / Year
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Boyum Barenscheer
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Client Services Associate
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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...
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United States , Del Mar
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Robert Half
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Client Services Coordinator
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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...
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United States , San Diego
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Robert Half
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Client Services Representative
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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...
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United States , San Francisco
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Robert Half
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Client Service Specialist
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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...
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United States , Bozeman
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59000.00 - 75000.00 USD / Year
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XY Planning Network
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Client Service Manager
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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.
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United States , Bozeman
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80000.00 - 108000.00 USD / Year
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XY Planning Network
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Client Services Associate
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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...
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United States , Philadelphia
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Robert Half
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Director, Client Solutions (Professional Services)
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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...
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United States , Atlanta
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SpryPoint
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Remote Client Services Coordinator
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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 ...
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United States
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Traveling with Tasha
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Remote Client Services Coordinator
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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...
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United States
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Traveling with Tasha
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Client Services Associate, Oncology
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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...
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United States , Union City
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88912.00 USD / Year
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BillionToOne
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Client Services Associate, Prenatal
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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...
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United States , Union City
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Salary
88912.00 USD / Year
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BillionToOne
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Client Service Specialist
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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...
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United States , Charlotte
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Not provided
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Robert Half
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Senior Client Service Associate
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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...
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United States , San Francisco
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Salary
Not provided
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Robert Half
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Until further notice
Explore a world of opportunity in Client Services jobs, where professionals act as the vital bridge between an organization and its most important asset: its clients. This dynamic career path is centered on building, maintaining, and enhancing client relationships to ensure satisfaction, drive retention, and contribute directly to business growth. Individuals in client services roles are strategic partners, advocates, and problem-solvers who work to deeply understand client needs and align them with their company's offerings and capabilities. Typically, responsibilities in client services jobs span a spectrum from strategic oversight to hands-on account management. Common duties include developing and executing client relationship strategies, serving as the primary point of contact for key accounts, and ensuring the seamless delivery of products or services. Professionals in this field are often responsible for monitoring client satisfaction through feedback programs, analyzing account performance metrics, and identifying opportunities for upselling or cross-selling. A significant part of the role involves internal collaboration, acting as the client's voice within the company to coordinate across departments like sales, marketing, product development, and technical support to resolve issues and improve the overall client experience. For those in leadership positions, such as Head or Director of Client Services, responsibilities expand to include setting the strategic direction for the department, managing a team, overseeing budgets and P&L, and championing a company-wide culture of client-centricity. The skills required for success in client services jobs are a blend of interpersonal, analytical, and managerial talents. Exemplary communication and active listening skills are non-negotiable, as is the ability to build trust and rapport with diverse stakeholders. Strong project management and organizational abilities are crucial for juggling multiple client priorities and internal initiatives. Professionals must be adept at problem-solving, negotiation, and conflict resolution. Analytically, they need to interpret client data, track performance against goals, and derive actionable insights. A customer-service ethic, resilience, and a proactive attitude are key personal attributes. While requirements vary, a bachelor’s degree is commonly expected, along with several years of experience in account management, customer success, or a related field, often within professional services, technology, or financial industries. Proficiency with CRM platforms like Salesforce and standard office software is typically essential. Ultimately, client services jobs are for relationship architects and strategic thinkers who thrive on fostering long-term partnerships. It is a profession that directly impacts client loyalty and revenue, offering a rewarding career at the heart of business operations. If you are passionate about driving client success and acting as a trusted advisor, exploring client services jobs could be your next career move.

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