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Client Services Jobs (On-site work)

121 Job Offers

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Client Services Administrator
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United States , Chattanooga
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Not provided
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Robert Half
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Client Services Representative
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United States , Tulsa
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19.00 - 20.00 USD / Hour
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Robert Half
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Client Service Associate
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United States , Muncie
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Raymond James
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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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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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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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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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Salary
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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About the Client Services role

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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