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Client Services Jobs

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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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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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Senior Client Service Associate
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Join Raymond James, a premier financial services firm, as a Senior Client Service Associate in Edina. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires 3+ years of industry experience, proficiency in CRM software, and except...
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United States , Edina
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45000.00 - 68000.00 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 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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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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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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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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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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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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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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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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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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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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Raymond James
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Client Service Leader - Transportation
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Lead and expand Barge's Florida transportation market presence. This senior role requires 10+ years of AEC business development experience and a proven network with FDOT and public agencies. You will drive strategic growth, cultivate key client partnerships, and lead high-value pursuits from our ...
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United States , Miramar Beach; Jacksonville; Orlando; Miami; Greenacres; Panama City Beach
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Barge Design Solutions
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Client Services Representative
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Join our team in Sanford, Maine as a Client Services Representative. You will be the primary customer liaison, managing quotes, orders, and issue resolution. We seek a skilled communicator with strong organizational and analytical abilities. This role offers a full benefits package including medi...
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United States , Sanford
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Robert Half
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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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