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Client Facing Finance Jobs (NOW HIRING)

LHH US

Branch Manager

Wilmington, DE · On-site +1

$75K - $85K/yr

Account management, nonprofit, data entry, client-facing finance or operations roles Contract / Contract-to-Hire / Direct-Hire: Open to all Industries Preferred: Nonprofit, healthcare, finance ...

LHH US

Branch Manager

Wilmington, DE · On-site +1

$75K - $85K/yr

Account management, nonprofit, data entry, client-facing finance or operations roles Contract / Contract-to-Hire / Direct-Hire: Open to all Industries Preferred: Nonprofit, healthcare, finance ...

SoHo Experiential LLC

Client Finance Manager

Manhattan, NY · On-site

$75K - $90K/yr

... facing financial reporting: o Review relevant general ledger activity and recommend journal entries as needed. o Prepare and analyze reports for internal stakeholders and the client, including ...

SoHo Experiential LLC

Client Finance Manager

New York, NY · Remote

$75K - $90K/yr

... facing financial reporting: o Review relevant general ledger activity and recommend journal entries as needed. o Prepare and analyze reports for internal stakeholders and the client, including ...

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How much do client facing finance jobs pay per year?

As of Jun 7, 2026, the average yearly pay for client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Client Facing Finance position, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What is a Client Facing Finance job?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do Client Facing Finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

More about Client Facing Finance jobs
What cities are hiring for Client Facing Finance jobs? Cities with the most Client Facing Finance job openings:
What are the most commonly searched types of Client Facing Finance jobs? The most popular types of Client Facing Finance jobs are:
What states have the most Client Facing Finance jobs? States with the most job openings for Client Facing Finance jobs include:
What job categories do people searching Client Facing Finance jobs look for? The top searched job categories for Client Facing Finance jobs are:
Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in the United States as of May 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 40% In-person, and 60% Remote job distribution, with an average salary of $69,664 per year, or $33.5 per hour.

Client Facing Financial Specialist

All Financial Freedom

Remote

$60K - $75K/yr

Part-time

Posted 6 days ago

Job description

Position Overview
We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.
The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.
Key Responsibilities
  • Support clients through a standardized financial education and information process
  • Facilitate virtual client meetings and follow-up communications
  • Assist with documentation, scheduling, and client onboarding
  • Provide clear explanations of financial concepts related to protection and long-term planning
  • Maintain accurate records in accordance with company and compliance standards
  • Participate in ongoing training and professional development
Required Qualifications
  • Strong written and verbal communication skills
  • Professional, client-focused demeanor
  • High attention to detail and organizational skills
  • Ability to work independently in a remote setting
  • Willingness to obtain required state licensing (training provided)
  • Ability to pass a background check
Compensation & Work Environment
  • Performance-based compensation structure
  • Fully remote position with flexible scheduling
  • Structured onboarding and ongoing training
  • Advancement opportunities within client services, training, or leadership tracks
  • Collaborative, professional team culture
Career Path
This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
Qualified candidates are encouraged to apply to learn more.

Apply