Client service Jobs

Client Services Manager

Global Trade Solutions Department (GTS) is where HSBC began in 1865, when we fin...

Location

Poland , Krakow

Salary:

Not provided

HSBC

Expiration Date

February 13, 2026

Requirements

Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore
Monitor client experience, client feedback & service quality.

Job Responsibility

Deliver Krakow’s GTS strategy and operating model, aligned with the global GTS target operating model
Contribute to achieving the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTS service performance and increased clients’ usage of self-serve solutions
Handle, own and resolve clients’ transactional queries, issues and complaints
Coordinate with Transaction Services staff, GSD, BDMs, RMs and other internal/external staff for service performance and issues
Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore

What we offer

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Nursery discounts

Fulltime

Client Services Assistant

Are you ready to embark on an exciting career in the investment management indus...

Location

United Kingdom , London

Salary:

30000.00 - 36000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

University degree or equivalent
proactive approach with a willingness to learn and adapt
collaborative spirit
dependability and a commitment to delivering top-notch service
previous experience in financial services is a plus but not essential

Job Responsibility

Client Onboarding: Streamline the onboarding process for new clients, ensuring accuracy and efficiency
AML & KYC: Conduct essential compliance checks to uphold regulatory standards
Data Entry: Maintain and update client information across internal systems with precision
Enquiry Management: Handle client queries professionally, ensuring timely responses aligned with our industry-leading SLAs
Cash Management: Process client payments and assist with bank reconciliation tasks
Administrative Support: Contribute to various ad-hoc projects and operational improvements as needed

What we offer

Structured Training: You'll receive comprehensive training to enhance your understanding of our products and processes
Growth Opportunities: Regular one-on-one meetings will help you track your progress and development
Dynamic Environment: Be part of a small but impactful team that values your contributions

Fulltime

Client Services Associate

The Client Service Associate (CSA) role is part of the team that is responsible ...

Location

Australia , Sydney

Salary:

Not provided

Lorica Partners

Expiration Date

Until further notice

Requirements

Loves building trusted relationships with clients
Communicates clearly and confidently, both written and verbal
Is organised, detail-oriented, and takes pride in doing things properly
Has positive energy and keeps things moving without needing a push
Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.

Job Responsibility

Providing a broad range of high-quality services to existing and prospective clients

New

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

New

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Vp Client Services

We are looking for a VP Client Services (US) to lead client relationships, drive...

Location

United States

Salary:

150000.00 - 230000.00 USD / Year

Digital Voices

Expiration Date

Until further notice

Requirements

8+ years of experience leading client services or account management in influencer, creative, or digital marketing agencies
Proven record of managing large-scale client portfolios and achieving retention and growth goals
Deep understanding of the US influencer and creator marketing ecosystem
Exceptional relationship-building and presentation skills with senior-level stakeholders, particularly CMOs
Strong commercial acumen and comfort navigating complex contracts and client negotiations
Experience managing and mentoring high-performing, cross-functional teams
Confident working with performance data and insights to drive strategy and demonstrate ROI

Job Responsibility

Own revenue retention and growth across key US clients, ensuring renewals and long-term success
Serve as a senior strategic partner — understanding client business goals and translating them into creative, data-driven influencer marketing strategies
Actively pitch and develop opportunities for upsell, cross-sell, and innovation across accounts
Spend time in-person with key clients and ensure quarterly meetings happen across the team
Represent Digital Voices as a trusted, proactive partner that consistently delivers measurable value
Translate client ambitions into actionable strategies that drive growth, brand impact, and long-term partnership value
Act as a senior point of escalation for the Accounts team, resolving challenges quickly and confidently
Lead, coach, and inspire the US Client Services and Account teams to deliver best-in-class client experiences
Partner closely with Campaign Production, Strategy, and Client Growth to ensure seamless execution and strategic alignment
Lead with a commercial mindset, ensuring all campaigns and strategies deliver measurable business results that ladder directly to client objectives and retain or scale client revenue

What we offer

15% performance bonus

Client service

Randstad

Location:
Singapore , Singapore River

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 23, 2025

Expiration:
January 08, 2026

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Location:Singapore , Singapore River

Category:Banking

Contract Type:Not provided

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Job Description:

Job Responsibility:

Requirements:

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Job Posted:December 23, 2025

Expiration:January 08, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Vp Client Services

Location:
Singapore , Singapore River

Category:
Banking

Contract Type:
Not provided

Job Posted:
December 23, 2025

Expiration:
January 08, 2026