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Client Service Finance Jobs (NOW HIRING)

Fisher Investments

Client Service Associate - Finance

Plano, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...

Fisher Investments

Client Service Associate - Finance

Camas, WA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients ...

Rho Technologies

Client Service Associate

Salt Lake City, UT · On-site

$58K - $70K/yr

  • Medical

  • PTO

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 ...

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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.
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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 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 Associate - Finance

Fisher Investments Careers

Camas, WA • On-site

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better. The Opportunity: You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA. The Day-to-Day: * Communicate with high-net-worth UK clients and our partner firms in the US and UK * Work with Investment Counselors to fulfill operational requests from clients * Help onboard new clients by establishing new accounts and resolving documentation and transfer issues * Provide long-term account maintenance for existing UK clients Your Qualifications: * Bachelor's degree, or equivalent combination of education and experience * Demonstrated interest in client service and operations activities * Commitment to maintain quality of work while sticking to a timeline * You meet challenges head-on - you learn from your setbacks and work towards improvement * You are engaging and can connect with a wide array of audiences by phone and email Compensation: * $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience * Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: * 100% paid medical, dental and vision premiums for you and your qualifying dependents * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO, plus 10 paid holidays * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care * This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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