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Client Service Finance Jobs (NOW HIRING)

ALM First

Associate, Client Service

Dallas, TX · On-site

Associate, Client Service Reports To: Managing Director, Client Experience Job Summary: The ... Bachelor's degree in finance, economics, business, or a related field preferred; or an equivalent ...

ALM First

Associate, Client Service

Dallas, TX

Associate, Client Service Reports To: Managing Director, Client Experience Job Summary: The ... Bachelor's degree in finance, economics, business, or a related field preferred; or an equivalent ...

Kestra Financial

Client Service Associate

Raleigh, NC

$14 - $19.50/hr

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to ...

Ameriprise Financial

Client Service Associate

Mesa, AZ · On-site

$52K - $60K/yr

Client Service Associate McCrossan & Associates - Mesa, AZ A private wealth advisory practice of Ameriprise Financial Services, LLC McCrossan & Associates is seeking a Client Service Associate to ...

CPS

Financial Client Service Associate

Chicago, IL

$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 ...

Guggenheim Investments

Client Service Support

New York, NY · On-site

$100K - $115K/yr

Experience with client onboarding in asset management or financial services * Familiarity with Fixed Income products or institutional asset management * Understanding of front-office and middle ...

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial ... The Client Service Director is a senior individual contributor role within our Client Service team ...

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial ... The Client Service Director is a senior individual contributor role within our Client Service team ...

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial ... The Client Service Director is a senior individual contributor role within our Client Service team ...

Fortune Financial

Client Service Representative

Hopkins, MN · On-site

$45K - $60K/yr

Client Service Representative. Reports to: Director of Client Services. COMPENSATION & BENEFITS ... Fortune Financial is a team of experienced financial professionals who provide personalized, goal ...

Kestra Holdings

Client Service Director

Tempe, AZ · On-site

Kestra Financial is a wealth management platform dedicated to empowering independent financial ... The Client Service Director is a senior individual contributor role within our Client Service team ...

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How much do client service finance jobs pay per hour?

As of May 30, 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 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 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.

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 May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 13% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Associate, Client Service

Associate, Client Service

ALM First

Dallas, TX • On-site

Full-time

Posted 25 days ago

Job description

Associate, Client Service
Department: Business Development, Non-Core Investment Services
Title: Associate, Client Service
Reports To: Managing Director, Client Experience
Job Summary:
The Associate, Client Service plays a key support and client-facing role within the firm's non-core investment services business line. This position supports Business Development leaders by delivering high-quality client service, coordinating day-to-day account and reporting activities, and preparing polished, client-ready materials that support both ongoing relationships and new business initiatives.
This role requires a detail-oriented, organized, and proactive individual who can manage multiple priorities while maintaining a high standard of accuracy and professionalism. The Associate, Client Service works closely with internal partners across investment, operations, analytics, marketing, and compliance teams to ensure timely execution of client and business development deliverables.
Responsibilities:
  • Support client onboarding and ongoing service activities, including documentation, data collection, and coordination with internal teams.
  • Work with investment data across fixed income and equity strategies-including analytics, returns, portfolio characteristics, and insurance-related structures-to support the preparation of client and prospect materials.
  • Prepare, customize, and distribute recurring and ad hoc client reports, performance materials, and presentation decks.
  • Assist with the creation and maintenance of sales and business development materials, including pitchbooks, proposal content, fact sheets, educational presentations, and client-ready presentations.
  • Maintain and update internal templates, reports, and standard materials to ensure accuracy, consistency, and alignment with branding and compliance standards.
  • Coordinate with internal teams (including investment management, operations, analytics, marketing, and compliance) to ensure accuracy, consistency, and timely delivery of client and sales-related deliverables.
  • Support client meetings, calls, presentations, webinars, and prospect interactions, including preparation and presentation of materials and follow-up items.
  • Track service requests, deadlines, and action items to ensure service standards and business development timelines are met.
  • Maintain internal records, CRM updates, and required documentation in accordance with firm policies.
  • Contribute to process improvements, service efficiencies, and enhancements to internal workflows and resources.

Qualifications:
  • Bachelor's degree in finance, economics, business, or a related field preferred; or an equivalent combination of education and experience.
  • Zero (0) to three (3) years of experience in financial services, client service, or sales support.
  • Interest in investments, portfolio management, or financial institutions.
  • Familiarity with investment products, client reporting, or sales support materials is a plus.
  • Knowledge of credit union or bank investment regulations is helpful but not required.

Skills:
  • Strong attention to detail with the ability to produce polished, accurate, and client-ready materials.
  • Excellent organizational and time-management skills, with the ability to manage multiple tasks and deadlines.
  • Clear written and verbal communication skills.
  • Strong interpersonal skills and comfort interacting with clients and internal stakeholders.
  • Ability to lead through influence and collaboration rather than direct authority.
  • Ability to collaborate across functional teams in a fast-paced environment.
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word); familiarity with CRM or reporting tools is a plus.
  • Commitment to delivering a high-quality client experience.

ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.
Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at careers@almfirst.com or via telephone at +1 800 752 4628 (U.S.).

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