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Client Service Finance Jobs (NOW HIRING)

defi AUTO, LLC

Client Service Executive

Montgomery, AL · On-site

In this role, you partner cross-functionally with finance, IT, HR, product, and sales to coordinate the delivery, enhancement, and continuous improvement of services. You play a critical role in ...

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$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 ...

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 ...

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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Client Service Finance information

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How much do client service finance jobs pay per hour?

As of Jun 28, 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 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 a client finance job description?

A client finance job involves managing financial transactions, billing, and account reconciliation for clients. It requires strong attention to detail, knowledge of financial software, and the ability to communicate effectively with clients and internal teams. The role often includes analyzing financial data and ensuring compliance with company policies.

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, addressing inquiries, and ensuring their needs are met. For client service finance roles, strong communication skills, financial knowledge, and familiarity with tools like CRM systems are essential to deliver effective support and maintain client satisfaction.

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 the highest paid career in finance?

In finance, roles such as hedge fund managers, private equity executives, and investment bankers typically have the highest earning potential, often earning multi-million dollar salaries and bonuses. These positions require advanced skills, extensive experience, and often a strong network, with top professionals frequently earning over $1 million annually.
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 June 2026, with employment types broken down into 1% As Needed, 65% Full Time, 4% Part Time, and 30% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.
Manager - Finance Managed Services

Manager - Finance Managed Services

Deloitte

San Francisco, CA

Other

Posted 20 days ago

Deloitte rating

8.0

Company rating: 8.0 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

55th of 139 rated financial services

Job description


Are you ready to help finance organizations operate differently?

Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.

Recruiting for this role ends on 10/31/2026.

Work you'll do

As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:

  • Assessing client finance operating model needs, process challenges, service expectations, and technology environments
  • Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
  • Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
  • Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
  • Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
  • Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to mentor and provide clear guidance to others

The team

Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.

By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.

Qualifications

Required:

  • Bachelor's degree
  • 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
  • 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
  • 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
  • Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Master's degree in business administration, finance, accounting, or economics
  • Experience with SAP, Oracle, or Workday
  • Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
  • Experience transitioning work to offshore delivery centers and leading post-transition stabilization
  • Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
  • Experience managing KPIs, SLAs, and governance routines for managed services engagements
  • Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EOAASCORE

#EPCORE

Qualifications:

Are you ready to help finance organizations operate differently?

Deloitte's Enterprise Operations as a Service (EOaaS) practice helps organizations transform critical business operations through a combination of operational excellence, technology enablement, and managed services. We support clients across finance and supply chain, as well as SAP, Oracle, and emerging platforms, by applying automation, analytics, and Generative AI to improve performance, increase agility, and unlock long-term value. This is an opportunity to build your career while helping leading organizations navigate complex transformation and deliver measurable impact.

Recruiting for this role ends on 10/31/2026.

Work you'll do

As a Manager on the Enterprise Operations as a Service Finance Operate team, you will be responsible for:

  • Assessing client finance operating model needs, process challenges, service expectations, and technology environments
  • Supporting business development activities, including opportunity shaping, proposal development, staffing strategy, solution design, and pricing inputs
  • Designing Finance Operate solutions across one or more finance domains, including transition planning and steady-state service delivery models
  • Managing engagement delivery across quality, risk, timelines, financial performance, and resource coordination
  • Driving operational improvement through process optimization, automation, analytics, and artificial intelligence-enabled operations
  • Building relationships across client, account, and delivery teams while coaching junior professionals and contributing to practice growth

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to mentor and provide clear guidance to others

The team

Our Enterprise Operations as a Service Finance Operate team helps CFO organizations address complex operational challenges and modernize how finance services are delivered. We support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations.

By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.

Qualifications

Required:

  • Bachelor's degree
  • 8+ years of experience in finance and accounting business process outsourcing, managed services, shared services, or operate delivery
  • 3+ years of experience as a delivery lead, service delivery lead, engagement lead, or workstream lead on finance managed services, business process outsourcing, or large-scale finance operations engagements
  • 2+ years of experience managing teams of 10+ professionals in a client service, shared services, business process outsourcing, or operations environment
  • Experience delivering managed services, business process outsourcing, or operate solutions in at least 2 of the following areas: Procure to Pay, Order to Cash, Record to Report, or Financial Planning and Analysis
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

  • Master's degree in business administration, finance, accounting, or economics
  • Experience with SAP, Oracle, or Workday
  • Experience in finance transformation, shared services, managed services, or outsourced finance operations in a consulting or professional services environment
  • Experience transitioning work to offshore delivery centers and leading post-transition stabilization
  • Experience supporting sales pursuits, including proposal development, at least one RFP response, and at least one transition, transformation, or service mobilization effort
  • Experience managing KPIs, SLAs, and governance routines for managed services engagements
  • Experience using automation, workflow, analytics, or artificial intelligence tools in finance operations

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500 to $265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

#EOAASCORE

#EPCORE

Education:Bachelor's DegreeEmployment Type:

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