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Client Services Jobs

387 Job Offers

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Us Private Client Services Director
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Lead US/UK private client tax services for UHNW families in London. This director role requires an Enrolled Agent (EA) with deep expertise in cross-border planning, treaties, and advisory reports. Join a dynamic team offering private medical, pension, and significant career autonomy.
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United Kingdom , London
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BDO UK LLP
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Client Services Associate/Executive Assistant
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Seeking a detail-oriented Client Services Associate/Executive Assistant in Phoenix, Arizona. This permanent role supports financial advisors with client requests, account management, and data analysis. Requires a Bachelor's degree, financial acumen, and proficiency in Microsoft Office. Competitiv...
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United States , Phoenix
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65000.00 - 85000.00 USD / Year
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Tier4 Group
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Client Services Associate
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United Kingdom , London
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Not provided
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GLG
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Client Services Associate
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Ireland , Dublin
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Not provided
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GLG
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Seasonal Client Service Representative
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Join Cottingham and Butler as a Seasonal Client Service Representative in Dubuque. This role from May to August 2025 is ideal for a detail-oriented professional with excellent communication skills. You will directly update client accounts, build relationships, and prepare reports. Make a daily im...
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United States , Dubuque
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Cottingham & Butler
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Client Service Representative
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Join Cottingham & Butler as a Client Service Representative in Dubuque. Utilize your outstanding communication skills to manage client accounts, build relationships, and ensure operational continuity. This role offers a comprehensive benefits package including health insurance, 401(k) match, and ...
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United States , Dubuque
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Cottingham & Butler
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Tax Manager, Private Client Services
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Join Aprio's Tax team as a Tax Manager in Private Client Services. You will review complex individual, trust, and business returns while leading tax planning and consulting engagements. This role requires a CPA/EA, 5+ years of relevant experience, and offers a path to CFP® certification. Enjoy to...
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United States , Atlanta; Appleton; Bellevue; Chicago; Minneapolis; Orange County; Reno; Scottsdale; Westminster; Walnut Creek; Overland Park; Los Angeles; San Francisco; Portland
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98500.00 - 160000.00 USD / Year
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Aprio
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Wealth Client Service Associate
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United States , Overland Park
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80000.00 - 110000.00 USD / Year
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Aprio
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Client Services Officer
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Join our Melbourne team as a Client Services Officer. Utilize your CRM and de-escalation skills in a complex, call-centre environment to deliver exceptional customer experiences. Enjoy a balanced role with no weekends, health insurance discounts, and clear career growth paths within the APM Group.
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Australia , Melbourne
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Assure
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Client Services Officer
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Join our team in Cannington as a Client Services Officer. You will manage client interactions via phone and CRM, schedule assessments, and resolve enquiries with empathy. This role requires proven experience in de-escalation, CRM systems, and a fast-paced environment. Enjoy benefits like work-lif...
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Australia , Cannington
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Assure
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Internship application - client accounting services
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Launch your accounting career with this Client Accounting Services internship at Aprio in Overland Park or Topeka. Ideal for current students or recent graduates eligible to work in the US, with a preference for Spring/Summer. This role is a perfect step for those planning to pursue a CPA license.
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United States , Overland Park; Topeka
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Aprio
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Client Accounting Services Intern
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United States , Overland Park; Topeka
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24.00 - 33.00 USD / Hour
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Aprio
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Client Service Associate, Team Lead
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Lead client service excellence at Aprio as a Team Lead in Overland Park. Mentor associates, drive process improvements, and resolve complex issues to deliver exceptional client experiences. This role requires 5+ years in financial services, proven leadership, and a strong compliance focus. Benefi...
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United States , Overland Park
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Aprio
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Client Services Executive
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Join our Geneva team as a Client Services Executive. You will validate client payments in Avaloq and act as a key liaison, requiring fluency in English and French. This financial services role offers a hybrid model in modern offices, ideal for a detail-oriented professional.
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Switzerland , Geneva
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Barclays
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Senior Associate, Client Services
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Philippines , Clark, Pampanga
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Not provided
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Aprio
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Manager, Client Service
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United States of America , New York
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85000.00 - 110000.00 USD / Year
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Kantar
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Associate, Client Service, Brand
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United States , New York City
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59900.00 - 99800.00 USD / Year
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Kantar
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Vp Client Services
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Lead the post-sales journey for an AI platform as VP of Client Services in Manises. Drive enterprise client success, adoption, and expansion by scaling technical teams. Your expertise in B2B SaaS, NRR growth, and regulated industries will be key.
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Spain , Manises
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Maisa
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Senior Client Service Incident Response
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Lead major incident response and communication for a global bank in Knutsford. Utilize your senior leadership and cross-functional coordination skills to manage high-stakes IT incidents. Enjoy a competitive package including private medical care and pension, while driving strategic improvement.
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United Kingdom , Knutsford
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Barclays
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Client Service Incident Manager
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Join Barclays as a Client Service Incident Manager in Knutsford. You will oversee the communication framework for critical business incidents, ensuring seamless stakeholder updates across teams and time zones. The role requires extensive incident response experience and strong client relationship...
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United Kingdom , Knutsford
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Not provided
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Barclays
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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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