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Client Service Finance Jobs (NOW HIRING)

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 ...

New

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 ...

Client Services

Client Services Associate

Manhattan, NY · On-site

$80K - $100K/yr

Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations. * Solid working knowledge and understanding of capital markets and ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

Bachelor's degree. * 3-5+ years of relevant experience in the finance industry, with a focus on client service or operations. * Solid working knowledge and understanding of capital markets and ...

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Bachelor's degree in Finance, Business, or a related field Experience in a client service role within financial services or a related industry. Familiarity with financial products and services such ...

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How much do client service finance jobs pay per hour?

As of Aug 15, 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:

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

Rho Technologies

Salt Lake City, UT • On-site

$58K - $70K/yr

Full-time

Medical, PTO

Re-posted yesterday

Job description

About Us
Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills, and close the books - all in one connected platform backed by real human support.
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, phone, email, and text. You will handle inquiries ranging from basic technical issues, such as password resets, to complex service questions, such as guidance on ERP integrations or setting up an expense management policy on the platform. This role is based full-time in our Salt Lake City office and offers the opportunity to build strong customer service and finance operations skills at a growing company.
Responsibilities
  • Customer issue resolution: Address and resolve client issues via chat, phone, email, and text, applying good judgment and Rho's service standards in every interaction.
  • Service documentation: Document common client issues and resolutions to help build the team's knowledge base.
  • Feedback collection: Gather client feedback to help identify service improvements.
  • Team communication: Document and communicate ongoing issues to teammates and leadership for follow-up when needed.
  • Process adherence: Follow established protocols and procedures for client service delivery.

Qualifications
  • 2+ years of experience in customer service; financial services or startup experience preferred.
  • Strong communication skills, with the ability to explain complex concepts clearly to clients.
  • Self-motivated with good judgment and sound decision-making, particularly during shifts with lighter on-site coverage.
  • Basic understanding of finance concepts: banking, credit cards, and accounting principles.
  • Comfortable working in a fast-paced environment and adapting to changing priorities.

Schedule
This role is in-office at our Salt Lake City office in the Gateway (parking included), five days per week. Two shift schedules are available:
  • Tuesday-Saturday, 3:00 PM-12:00 AM MST
  • Sunday-Thursday, 3:00 PM-12:00 AM MST

Applicants can select their preferred shift, or indicate they are open to both, in the application.
Our people are our most valuable asset. The salary range for this role is $58,000 - $70,000. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.

Apply