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Client Service Finance Jobs (NOW HIRING)

Ameriprise Financial

Client Service Specialist

Ojai, CA · On-site

$28 - $45/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... We believe outstanding client service begins with an outstanding team., We're seeking a motivated ...

Ameriprise Financial

Client Service Specialist

Ojai, CA · Hybrid

$28 - $45/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... We believe outstanding client service begins with an outstanding team., We're seeking a motivated ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service ...

Advisor Group Inc.

Client Service Specialist

Branford, CT · On-site

$65 - $75/hr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

New

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Current Employees and Contractors Apply HereOsaic Careers Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service ...

Rho

Client Service Associate

Salt Lake City, UT · On-site

$58 - $70/hr

About the Role As a Client Service Associate on the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

Advisor Group

Client Service Specialist

Branford, CT · On-site

$65 - $75/hr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

New

Ronald Blue Trust

Client Service Associate

Deerfield, IL · On-site

$27.40 - $33.65/hr

Manages an annual client service plan for each of the advisor teams clients, which includes ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

Blue Trust Inc

Client Service Associate

Deerfield, IL · On-site

$27.40 - $33.65/hr

Manages an annual client service plan for each of the advisor teams clients, which includes ... Understands the financial planning philosophy and biblical basis upon which Blue Trust serves its ...

Osaic

Client Service Specialist

Branford, CT · On-site

$65K - $75K/yr

Client Service Specialist The Client Service Specialist within the Bard Financial Group provides day-to-day administrative and service support to clients and advisors, ensuring accurate processing ...

Kestra Financial, Inc.

Director, Client Service

Tempe, AZ · On-site

$120 - $160/hr

Kestra is dedicated to empowering independent financial professionals--including traditional and hybrid RIAs--to grow their businesses and deliver exceptional client service. We combine advanced ...

Addison Group

Client Service Specialist

Peoria, AZ · On-site

$20 - $25/hr

Client Service Specialist Location (city, state): Peoria, AZ Compensation: $20.00 - $25.00 / hour ... Financial Services Benefits: This position is eligible for medical, dental, and vision insurance ...

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Client Service Finance information

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How much do client service finance jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for client service finance in the United States is $21.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.00 per hour, depending on experience, location, and employer.

What is Client Service Finance?

Client Service Finance refers to professionals who act as a bridge between financial institutions and their clients, ensuring that clients receive tailored financial solutions and top-notch service. These specialists assist clients with account management, investment advice, transaction support, and resolving financial inquiries. Their goal is to maintain strong client relationships and help clients achieve their financial objectives while adhering to compliance and regulatory standards. Typically, they work in banks, investment firms, or financial advisory companies.

What are the key skills and qualifications needed to thrive as a Client Service Finance professional?

To thrive as a Client Service Finance professional, you need a solid understanding of financial products, account management, and client relationship management, often supported by a degree in finance, business, or a related field. Familiarity with financial software platforms, CRM systems, and industry regulations such as FINRA or SEC compliance is typically required. Strong interpersonal skills, problem-solving abilities, and attention to detail help professionals excel in servicing clients and building trust. These skills are crucial for delivering high-quality financial solutions, ensuring regulatory compliance, and maintaining long-term client relationships.

What are some common challenges faced by professionals in Client Service Finance, and how can they be addressed?

Professionals in Client Service Finance often face the challenge of balancing multiple client accounts while ensuring accuracy and compliance with financial regulations. Managing tight deadlines and adapting to clients’ evolving needs can also create pressure. To address these challenges, strong organizational skills, effective communication, and proactive problem-solving are vital. Regular training and staying updated on industry standards can help professionals deliver consistent and high-quality service, improving both client satisfaction and job performance.

What is the difference between Client Service Finance vs Client Relationship Manager?

AspectClient Service FinanceClient Relationship Manager
Required CredentialsFinance or business degree, certifications like CFA or CFP often preferredBusiness or marketing degree, certifications like CRM or related customer service training
Work EnvironmentFinancial institutions, corporate finance departments, client accountsSales, customer service, client engagement teams
Employer & Industry UsageBanking, investment firms, financial servicesBanking, insurance, consulting, and service industries
Comparison Search IntentUnderstanding finance-specific client support rolesManaging client relationships and satisfaction

While both roles involve client interaction, Client Service Finance focuses on financial account management, analysis, and supporting financial products. Client Relationship Managers primarily focus on building and maintaining strong client relationships to ensure satisfaction and retention. The roles often overlap in client communication but differ in their core functions and industry focus.

What are some client facing finance jobs?

Client-facing finance jobs include roles such as financial advisor, relationship manager, client service associate, and account manager. These positions involve direct interaction with clients to provide financial advice, manage accounts, or support financial services, often requiring strong communication skills and financial knowledge. Certifications like CFP or CFA can enhance prospects in these roles.
More about Client Service Finance jobs

What states have the most Client Service Finance jobs?

States with the most job openings for Client Service Finance jobs include:

What job categories do people searching Client Service Finance jobs look for?

The top searched job categories for Client Service Finance jobs are:

Client Service Finance jobs near you
Infographic showing various Client Service Finance job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Client Service Associate

Coastal Bridge Advisors

Westport, CT • On-site

$60 - $90/hr

Other

Posted 21 days ago

Job description

Position Summary

The Client Service Associate is a key member of our wealth advisory team, supporting clients' day-to-day service and account needs.

This individual will work closely with Wealth Advisors to manage account administration, facilitate client requests, prepare for meetings, and ensure each interaction is handled accurately, thoughtfully, and efficiently. The ideal candidate anticipates needs, takes ownership, and ensures clients feel known, supported, and well cared for.

Key Responsibilities Client Service & Account Administration
  • Serve as a key point of contact for day-to-day client service and account-related needs.
  • Assist with new account opening, onboarding, transfers, and ongoing account maintenance.
  • Facilitate money movement and other client transactions with accuracy and attention to detail.
  • Prepare and process client documentation and coordinate with custodians and other third parties.
  • Maintain accurate client records and activity within the firm's systems and CRM.
  • Respond promptly and professionally to client requests and ensure follow-through from start to finish.
Client & Advisor Support
  • Coordinate client meetings and assist with preparation and follow-up.
  • Gather and organize information to support financial planning and wealth management needs.
  • Partner with Wealth Advisors and other team members to anticipate and address client needs.
  • Identify opportunities to improve processes and enhance the overall client experience.
  • Handle all client information with professionalism, discretion, and confidentiality.
Qualifications
  • Bachelor's degree preferred.
  • Experience in client service, financial services, wealth management, banking, or another high-touch professional-services environment.
  • Prior wealth management, RIA, or family-office experience is preferred.
  • Exceptional attention to detail, organization, and follow-through.
  • Strong verbal and written communication skills.
  • Ability to manage multiple priorities while maintaining accuracy and responsiveness.
  • Proactive, service-oriented approach with strong problem-solving skills.
  • Proficiency with Microsoft Office and comfort learning new technology platforms.
  • Experience with Salesforce, Orion, Tamarac, Addepar and custodian platforms is preferred.
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