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Client Service Finance Jobs (NOW HIRING)

Principal Financial Group

Client Service Specialist

$20.34 - $40.96/hr

Client Account Support & Problem Solving: Support assigned client accounts and internal partners ... Operating at the intersection of financial services and technology, Principal builds financial ...

New

Innovetive Petcare

Client Service Supervisor

Doral, FL · On-site

$24 - $26/hr

Support billing accuracy, financial compliance, and front desk accountability * Assist with ... Client Service Representative (CSR) * Veterinary Front Desk Coordinator * Lead Receptionist

Gallagher

Client Service Executive

Indianapolis, IN

How you'll make an impact The Client Service Executive is accountable for expanding existing ... P&C experience preferred, as well as solid financial acumen Behaviors: Must be able to build ...

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Client Service Finance information

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How much do client service finance jobs pay per hour?

As of Jul 25, 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 are the key skills and qualifications needed to thrive as a Client Service Finance professional, and why are they important?

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 is the highest paid job in finance?

In finance, the highest paid roles are typically investment bankers, hedge fund managers, and private equity executives, often earning multi-million dollar salaries and bonuses. These positions require advanced degrees, strong analytical skills, and extensive experience, and they operate in high-pressure environments with demanding schedules.

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 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.

What does a client service associate do at JP Morgan?

A client service associate at JP Morgan provides support to clients by handling inquiries, processing transactions, and maintaining account information. They often use banking software and must have strong communication and organizational skills to ensure efficient service and compliance with financial regulations.

What is client service in finance?

Client service in finance involves managing relationships with clients by providing financial advice, support, and solutions tailored to their needs. For client service finance roles, strong communication skills, financial knowledge, and familiarity with tools like CRM systems are essential to ensure client satisfaction and retention.

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.
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 July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 13% Part Time, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Client Service Advisor

Client Service Advisor

Cambridge Investment Research, Inc.

Phoenix, AZ • Hybrid

Full-time

Posted 23 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

WealthPlanners is seeking an experienced Client Service Advisor to join our growing team. In this role, you'll serve as a key partner to financial advisors and clients, delivering high-touch service, supporting financial planning activities, and helping ensure an exceptional client experience.

The ideal candidate has a strong background in financial services, excels at building relationships, thrives in a collaborative environment, and enjoys solving complex client needs.

What You'll Do:

Client Service & Relationship Management

  • Deliver exceptional service by addressing client questions and providing timely solutions.

  • Research and resolve complex client service issues while keeping advisors informed of progress and outcomes.

  • Serve as a trusted resource for clients, advisors, and internal team members.

  • Communicate next steps clearly and proactively to ensure a seamless client experience.

Advisor & Planning Support

  • Support financial advisors with client servicing, account maintenance, and planning-related activities.

  • Prepare materials for client meetings and ensure all meeting deliverables are accurate and complete.

  • Attend client meetings when requested, take detailed notes, and assist with follow-up action items.

  • Run reports and provide data from portfolio management and financial planning platforms.

  • Review client presentations and planning materials for quality and accuracy.

Operations & Workflow Management

  • Track client workflows, outstanding requests, and deliverables to ensure timely completion.

  • Utilize CRM systems, financial software, and technology platforms to maintain accurate client records.

  • Prepare and submit client maintenance forms and documentation.

  • Develop and maintain written procedures and systems that support team efficiency.

What We Are Looking For

  • 2+ years of financial services, wealth management, or related client service experience.

  • Series 7 license required.

  • Strong understanding of client service processes, financial planning concepts, and operational workflows.

  • Exceptional communication and relationship-building skills.

  • Highly organized with the ability to manage multiple priorities and deadlines.

  • Strong analytical, problem-solving, and critical-thinking abilities.

  • Ability to work independently while collaborating effectively with a team.

Preferred Qualifications

  • Experience supporting financial advisors in a wealth management environment.

  • Familiarity with CRM platforms, portfolio management systems, and financial planning software.

  • Experience handling escalated client issues and complex service requests.

Locations: Hybrid in Phoenix, AZ, Fairfield, IA, Des Moines, IA, or Des Plaines, IL

Why Join WealthPlanners?

At WealthPlanners, we are committed to helping clients pursue their financial goals through personalized advice and exceptional service. We foster a collaborative, professional environment where team members are empowered to grow, contribute innovative ideas, and make a meaningful impact on the lives of clients and advisors alike.

If you're passionate about client service, financial planning, and building lasting relationships, we encourage you to apply.

Apply