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Client Financial Specialist Jobs (NOW HIRING)

Comtech, LLC

Financial Specialist

Norfolk, VA · On-site

... Specialist will serve as a member of a large project team supporting the ... client's financial improvement and audit readiness goals through a variety of work streams. The ...

Seamar

Financial Specialist

Seattle, WA · On-site

Surpassing client expectations * Demonstrating a high level of integrity * Exhibiting compassion ... Financial Specialists will meet regularly with clients to collect any outstanding balances. Posts ...

Seamar

Financial Specialist

Seattle, WA · On-site

Understanding and empathizing with client needs Surpassing client expectations Demonstrating a high level of integrity Exhibiting compassion and commitment Advocating for social justice Taking pride ...

Seamar

Financial Specialist

Mount Vernon, WA · On-site

Surpassing client expectations * Demonstrating a high level of integrity * Exhibiting compassion ... Financial Specialists will meet regularly with clients to collect any outstanding balances. Posts ...

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Client Financial Specialist information

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$31.5K

$74.5K

$117K

How much do client financial specialist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client financial specialist in the United States is $74,528.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,000.00 and $94,000.00 per year, depending on experience, location, and employer.

What does a client financial specialist do?

A Client Financial Specialist works with clients to assess their financial needs and goals, providing tailored advice on investments, savings, and other financial products. They often help clients develop and implement financial plans, monitor progress, and make adjustments as needed. Additionally, Client Financial Specialists may assist with account management, budgeting, and ensuring clients understand their financial options. Their role requires strong analytical, communication, and customer service skills to build trust and provide effective guidance.

What are the key skills and qualifications needed to thrive as a client financial specialist, and why are they important?

To thrive as a Client Financial Specialist, you need strong analytical abilities, financial acumen, and a background in finance or accounting, often supported by a relevant degree or professional certification. Familiarity with financial planning software, CRM systems, and spreadsheet tools like Excel is typically required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly set top performers apart. These skills are crucial for accurately managing client portfolios, building trust, and delivering tailored financial solutions.

How does a client financial specialist typically collaborate with other departments within a financial services firm?

As a Client Financial Specialist, you will frequently partner with teams such as investment advisors, compliance, and operations to ensure seamless service for clients. You may coordinate with advisors to prepare financial plans, work with compliance to adhere to regulatory requirements, and communicate with operations to facilitate account transactions. This collaborative environment ensures clients receive accurate, timely, and holistic financial support, making strong communication and teamwork skills essential for success in this role.

What is the difference between Client Financial Specialist vs Client Account Manager?

AspectClient Financial SpecialistClient Account Manager
Primary RoleFocuses on financial analysis, billing, and payment processing for clientsManages client relationships, sales, and account retention
Required CredentialsFinancial certifications or relevant experience often preferredCustomer service or sales experience typically required
Work EnvironmentFinance or accounting departments within organizationsSales, customer service, or client relations teams
Industry UsageCommon in financial services, banking, and insuranceCommon in consulting, marketing, and service industries

The main difference is that a Client Financial Specialist handles financial transactions and analysis, while a Client Account Manager focuses on maintaining client relationships and account growth. Both roles require strong communication skills, but their core responsibilities and daily tasks differ significantly.

What are popular job titles related to Client Financial Specialist jobs?

For Client Financial Specialist jobs, the most frequently searched job titles are:

Client Financial Specialist jobs near you

Client Financial Specialist

Saint Louis, MO • On-site

Benchmark Human Services
Individual, Family and Community Social Assistance • 1 - 5K employees
Learn more about Benchmark Human Servicesexternal

$20 - $22/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Benchmark Human Services rating

4.8

Company rating: 4.8 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Job Type
Full-time
Description
Since 1960, Benchmark has been connecting people and potential. We are committed to empowering those we serve to live as independently as possible, be included in their communities, and reach their full potential. This mission extends to our employees, who bring our mission to life each day. We actively strive to be a workplace that honors the unique experiences, perspectives, and strengths of our employees. We believe we are stronger, better, and more effective in our pursuits when we create space for everyone to be their authentic selves.
Benchmark Human Services has grown to become one of the most respected leaders in the country in the areas of intellectual and developmental disabilities (IDD) and behavioral health. We work with people of all ages at home, at work, and in the community through residential programs, employment services, crisis response, early intervention, and more. View our 65 Years of Stories campaign to learn more about the impact Benchmark employees have made across the country.
The St. Louis office is seeking a Client Financial Specialist who is responsible for establishing, reconciling, and maintaining consumer financial accounts, including paying bills, completing cash disbursements, tracking and monitoring account activity, and compiling documentation for audits.
Schedule: Monday to Friday 8am-4:30pm
Benefits:

  • Health, Dental, and Vision Insurance
  • Mileage Reimbursement
  • Paid Time Off and Sick Time Pay
  • 401k Plan with Company Match
  • Tuition Reimbursement
  • Employee Discounts with Various Vendors
  • Life Insurance
  • Flexible Spending Accounts (FSA)
  • Employee Referral Pay
  • Advancement Opportunities
Responsibilities:
  • Serve as a liaison with banks to manage consumer accounts, complete Representative Payee paperwork, and coordinate with Social Security when needed.
  • Develop and adhere to individual monthly budgets, ensuring timely payment of consumer bills and maintenance of required account balances for benefits eligibility.
  • Monitor and maintain daily accounting records in the system, organize end-of-month financial records, reconcile accounts, and submit packets for audit.
  • Collect receipts, food stamp ledgers, and provide copies of reconciled accounts to supervisory staff and guardians.
  • Disburse funds for personal spending, deposit checks promptly, and maintain supplies like checks.
  • Prepare and compile financial documents required for Medicaid, Section 8, or other financial reviews.
  • Other duties as assigned.
Qualifications:
  • Valid driver's license required.
  • Proof of auto insurance and reliable transportation required.
  • Bachelor's degree in accounting preferred.

Ready to Join Us? If you're ready to embark on a rewarding career where every day brings new opportunities to make a difference, apply online at Benchmarkhs.com/Careers and select Missouri.
Benchmark Human Services is an EOE/AAP Employer. Veterans, women, and individuals with disabilities are encouraged to apply. Candidates selected for hire will be required to complete a background check in accordance with company policy and applicable laws.
INDOTH
Salary Description
$20-22/hr based on experience

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