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Client Advisory Services Jobs (NOW HIRING)

PathStone

Associate, Client Advisory

Providence, RI · On-site

Associate, Client Advisory Providence, RI Pathstone is a growing wealth management firm serving ... Our services include investment advisory, as well as integrated planning and coordination across ...

Pivotal

Client Advisory Manager

Auburn, AL

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

Forrest Johnson

Client Advisory Manager

Auburn, AL

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

Forrest Johnson

Client Advisory Manager

Auburn, AL · On-site

Headquartered in Auburn, AL, and extending our services to clients nationwide, we specialize in ... As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ...

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Client Advisory Services information

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How much do client advisory services jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client advisory services in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

What is the difference between Client Advisory Services vs Financial Advisor?

AspectClient Advisory ServicesFinancial Advisor
CredentialsCertifications like CFP, CFA, or CPA often preferredCFP, CFA, or similar certifications common
Work EnvironmentConsulting firms, financial institutions, or independentBanking, advisory firms, or independent practice
Employer & IndustryFinancial services, consulting, or wealth managementFinancial planning, investment management, wealth advisory
Search & Comparison IntentUnderstanding advisory roles, client consultingPersonal financial planning, investment advice

Client Advisory Services and Financial Advisors both work within the financial industry, often holding similar certifications and working in related environments. However, Client Advisory Services typically focus on providing strategic consulting to clients on a broad range of financial matters, while Financial Advisors primarily offer personalized investment and financial planning advice. The roles overlap but differ in scope and client engagement approach.

What are the key skills and qualifications needed to thrive in Client Advisory Services, and why are they important?

To excel in Client Advisory Services, professionals need strong analytical skills, financial acumen, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software, CRM systems, and certifications like CFP or CPA is often required. Exceptional communication, relationship-building, and problem-solving abilities help advisors earn client trust and deliver tailored solutions. These skills are critical for providing high-quality advice, maintaining client satisfaction, and driving business growth.

What are some typical challenges faced by professionals in Client Advisory Services, and how can they be managed?

Professionals in Client Advisory Services often encounter challenges such as balancing multiple client relationships, adapting to diverse client needs, and staying current with industry regulations. Effective time management and strong communication skills are essential to address these challenges. Additionally, leveraging collaborative tools and working closely with team members from other departments can help provide holistic solutions to clients. Continuous professional development and regular training also ensure advisors remain knowledgeable and adaptable in a dynamic environment.

What are Client Advisory Services?

Client Advisory Services refer to a range of professional services offered to clients, often by accounting, consulting, or financial firms, that go beyond traditional compliance work. These services include strategic business advice, financial planning, process improvement, technology integration, and business analytics. The goal is to help clients make informed decisions, solve complex problems, and achieve their business objectives through expert guidance. Client Advisory Services are typically tailored to each client's unique needs, making them highly valuable for business growth and efficiency.

Is client advisor an entry-level job?

A client advisor role is not necessarily entry-level; it often requires relevant experience, strong communication skills, and sometimes industry-specific certifications. Entry-level positions may exist, but many client advisor roles are suited for candidates with some prior experience in customer service, sales, or financial advising.
More about Client Advisory Services jobs
What states have the most Client Advisory Services jobs? States with the most job openings for Client Advisory Services jobs include:
What job categories do people searching Client Advisory Services jobs look for? The top searched job categories for Client Advisory Services jobs are:
Infographic showing various Client Advisory Services job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 69% In-person, 8% Hybrid, and 23% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Senior Accountant - Client Advisory Services

JCCS, P.C.

Bozeman, MT • On-site

$77K - $96K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

JCCS, P.C.
Experienced Client Advisory Services Accountant
Build a career you're proud of-while living somewhere incredible.
Overview
JCCS Certified Public Accountants is seeking a Senior Accountant to join our growing Client Accounting & Advisory Services (CAS) team in Missoula, Montana. This role is ideal for an experienced accounting professional who enjoys working directly with business clients, improving accounting processes, and helping companies make smarter financial decisions.
At JCCS, our CAS team goes beyond traditional bookkeeping-we partner with business owners across Montana to provide financial clarity, strategic insight, and reliable accounting support.
Why Work at JCCS
  • 401(k) with safe-harbor and profit-sharing employer contributions
  • Health, dental, vision and HSA contributions
  • Early Friday afternoons off (May - December)
  • PTO and paid holidays
  • Paid CPA licensing and continuing education
  • Career growth and advancement opportunities
  • Supportive and collaborative team environment
  • Opportunity to live and work in beautiful Montana

A Day in the Life
In this role, you'll work closely with a variety of business clients, helping them stay on top of their financial information and make informed decisions. A typical day might include meeting with a business owner to review monthly financial reports, helping a client streamline their accounting processes or improve their QuickBooks setup, and preparing financial statements or reconciliations for several clients. You may collaborate with JCCS tax professionals to support planning opportunities, analyze financial data to help clients better understand their business performance, and identify ways to improve reporting accuracy and efficiency. Throughout the day, you'll serve as a trusted resource for clients, providing insight and guidance that helps them confidently run and grow their businesses.
Responsibilities:
  • Prepare and review financial statements for business clients
  • Manage monthly and quarterly accounting processes
  • Maintain and reconcile general ledger accounts
  • Support payroll processing and related reporting
  • Assist clients with accounting system setup and improvements
  • Analyze financial data and provide insights to support business decisions
  • Collaborate with tax and advisory teams to provide comprehensive client support
  • Identify opportunities to improve accounting processes and reporting
  • Performs other duties, responsibilities and activities as assigned.

Qualifications:
Required:
  • 5+ years of accounting experience (public accounting preferred)
  • 3+ years of payroll processing experience
  • Strong knowledge of GAAP and financial reporting
  • Experience with accounting software such as QuickBooks or similar platforms
  • Strong analytical and problem-solving abilities
  • Excellent communication and client service skills
  • Must have strong organizational and time management skills.

Preferred:
  • Bachelor's degree in Accounting or related field
  • 3+ years of financial statement preparation
  • Experience working with multiple clients or in public accounting
  • Experience with cloud-based accounting platforms.

Skills for Success:
  • Proficiency in applying applicable accounting and payroll standards.
  • Proficiency with technology, AI tools and research.
  • Ability to problem-solve and think critically.
  • Attention to detail, time management, and organizational skills.
  • Embraces teamwork with and between service lines.
  • Growth mindset (both internally and client-focused).
  • Ability to effectively delegate and mentor team members.

About JCCS
JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 70 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.
Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.
Apply
If you're looking for a career where you can build strong client relationships, grow professionally, and enjoy the Montana lifestyle, we encourage you to apply.
Even if you don't meet every qualification, we welcome your application.
This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.
Candidate must successfully pass a background check.
JCCS is firmly committed to affording equal opportunity to all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Apply