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Client Service Finance Jobs (NOW HIRING)

Client Service Supervisor

Denver, CO · On-site

$22 - $26/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Applicant must be a ...

Client Service Administrator

Des Plaines, IL · On-site

$17.25 - $23.25/hr

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 ...

New

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 ...

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 ...

Client Service Administrator

Fairfield, IA · On-site

$15.50 - $20.75/hr

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 ...

New

Client Service Administrator

Phoenix, AZ · On-site

$17.50 - $23.50/hr

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 ...

New

Client Service Administrator

West Des Moines, IA · On-site

$17.50 - $23.50/hr

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 ...

New

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 ...

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 ...

Client Service Administrator

Federal Way, WA

$70K - $90K/yr

  • Medical

  • Retirement

Client Service AdministratorPosition Summary We are seeking a Client Service Administrator to ... Handle sensitive financial information with the highest level of confidentiality. * Maintain ...

Client Service Specialist

Ojai, CA · Hybrid

$28 - $45/hr

  • Retirement

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 ...

New

Client Service Associate

Salt Lake City, UT · On-site

$58K - $70K/yr

  • Medical

  • PTO

Client Service Associate 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 ...

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Client Service Finance information

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$10

$21

$31

How much do client service finance jobs pay per hour?

As of Aug 14, 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?

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 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 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 a Client Service Finance role, strong communication skills, financial knowledge, and proficiency with customer management tools 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:

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 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

Client Service Supervisor

VCA Animal Hospitals

Denver, CO • On-site

$22 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago


VCA Animal Hospitals rating

6.1

Company rating: 6.1 out of 10

Based on 657 frontline employees who took The Breakroom Quiz

28th of 52 rated veterinary


Job description

Client Service Supervisor
We are seeking a highly experienced Client Service Professional to join our leadership team as weekend Client Service Supervisor.
Under direction from the Client Service Manager, the Client Service Supervisor performs a wide range of administrative activities related to quality patient care and excellent client service, finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations.
Applicant must be a reliable self-starter, motivated by a challenging, fast-paced environment. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.
Skills and Qualifications
• Excellent knowledge of client service and communication center operations.
• Strong organizational skills.
• Strong client relations and interpersonal skills.
• Intermediate to expert computer skills.
• Excellent oral and written communication skills.
• Strong supervisory skills.
• Self-starter and team player.
• Strong client service background.
• Ability to lift up to 40 pounds.
• 2 years of supervisory experience preferred.
• 2 years of experience in the veterinary field preferred.
• The schedule for this position will be based on the needs of the business. Supervisor will work both weekend days within a four day work week and be flexible to ensure coverage which may extend to days, overnights, weekends and holidays.
Job Responsibilities
• Responsible for the day-to-day client service areas of the front office and internally with departmental relations. This includes interviewing, training, coaching, developing, mentoring and disciplinary action as appropriate.
• Direct on-the-job training to develop employee skill sets, advise employees of performance requirements with the standards of client service for the organization.
• Assist Client Service Manager with day to day operations.
• Resolve informal client complaints, maintain and report on these issues to the Client Service Manager.
• Responsible for the efficient day-to-day running of the front office to include enforcement of policies, procedures and protocols.
• Identify and provide recommendations for potential problems, non-routine situations, work flow processes, and client service needs to the Client Service Manager.
• Make decisions on behalf of the department utilizing good judgment, which demonstrates the best interest of the hospital and the clients.
• Coach employees and direct reports.
• Assist in the development and delivery of employee evaluations for the front desk with Client Service Manager.
• Assist in the development, implementation and maintenance of reporting tools and queries needed to manage the business.
• Handle communication of financial information to clients and doctors.
• Act as a liaison between front office and other department supervisors.
We offer competitive compensation and great benefits for eligible employees, including medical/dental, generous personal pet care discounts and more! This position pays $22-26 per hour based on level of experience. Please submit applications be August 31st.
If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!
The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

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