ZipRecruiter

Log In

1

Client Service Finance Jobs (NOW HIRING)

NFP Corp

AVP, Client Service

Los Angeles, CA · On-site

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... The Client Service Manager will have responsibility for ensuring that every client receives ...

Ameriprise Financial

Client Service Specialist

Allentown, PA · On-site

$16.75 - $22.25/hr

At Ameriprise Financial, we're not just in the business of helping clients with their financial ... The Client Services Specialist serves as a primary relationship manager for existing clients and ...

Gallagher

Client Service Executive

Little Rock, AR · On-site

Solid financial acumen Behaviors : * Ability to explain infomration clearly in simple, everyday ... Bachelor's degree with 5+ years client service and/or claims management experience -OR- * High ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Client Services is the connective tissue of the firm. Our CS professionals own the client ...

Monument Health

Client Service Specialist

Rapid City, SD · On-site

$18 - $22.50/hr

Client Service Specialist expedites and enhances patient access to care by scheduling diagnostic ... Financial Clearance to include completing insurance verification, pre-certification, authorization ...

Gallagher

Client Service Executive

Saint Louis, MO · On-site

Bachelor's degree with 5+ years client service and/or claims management experience -OR- * High ... Solid financial acumen Behaviors : * Must be able to build collaborative and mutually meaningful ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Client Services is the connective tissue of the firm. Our CS professionals own the client ...

NFP Corp

Client Service Leader

San Francisco, CA · On-site

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Client Services is the connective tissue of the firm. Our CS professionals own the client ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the primary point of contact for high net worth clients and ...

Innovetive PetCare

Client Service Supervisor

Melrose, MA · On-site

$24 - $27/hr

Client Service Supervisor Department: Receptionists Employment Type: Full Time Location: Melrose ... Ensure accurate entry of client, patient, and financial data into practice management software

Innovetive Petcare

Client Service Supervisor

Melrose, MA · On-site

$24 - $27/hr

Ensure accurate entry of client, patient, and financial data into practice management software ... Monitor front desk KPIs, workflow bottlenecks, and client service standards * Address client ...

Ameriprise Financial, Inc.

$16.75 - $22.25/hr

At Ameriprise Financial , we're not just in the business of helping clients with their financial ... The Client Services Specialist serves as a primary relationship manager for existing clients and ...

New

Deloitte

Manager - Finance Managed Services

Miami, FL · On-site

Assessing client finance operating model needs, process challenges, service expectations, and technology environments * Supporting business development activities, including opportunity shaping ...

previous page

Showing results 41-60

All JobsClient Service Finance Jobs

Client Service Finance information

See salary details

$10

$21

$31

How much do client service finance jobs pay per hour?

As of Sep 4, 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 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 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 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 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.
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 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $45,369 per year, or $21.8 per hour.

AVP, Client Service

NFP Corp

Los Angeles, CA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 8 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional service. The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA for an assigned group of clients in addition to leading their team of CSAs. Required to be in the office at least two days per week for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.
Responsibilities:
  • Continues to act as a CSA for assigned clients.
  • Leads a team of Client Service professionals and optimizes Client Service operations by executing on the following:
    • Promotes department goals by motivating and training employees.
    • Coordinates and provides day-to-day oversight to employees including managing the CSA workload distribution and ensuring CSA back-up coverage during vacations and absences.
    • Leads their direct reports through the performance management lifecycle including:
      • Providing direction and support to employees on goal setting and career development planning.
      • Developing and delivering performance reviews as well as ongoing feedback conversations to support growth and development.
      • Making recommendations related to compensation (bonuses and increases) and communicating decisions with team members.
    • In collaboration with other Client Service team members, identifies and leads opportunities to make changes that improve operations across the team.
    • Engages with leaders, peers, and staff; share successes and promotes teamwork, collaboration and manages conflicts appropriately and efficiently.
    • Collaborates on CSA training materials and curriculum.
    • Assists leadership in setting strategic direction for key programs.
    • Serves as escalation point for challenging Client Service issues.
    • Collaborates closely with other managers in their respective office and region such as Client Ops Manager(s), Office Lead(s), the manager(s) of Advisor Associates and others outside of function to build team connectivity and positive team culture.
    • Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc.
    • Exercises independent judgment across a broader range of areas. Addresses issues, future needs, and the adaptation of new processes, methods, and technologies.
    • Performs other duties as and when needed.

Qualifications:
  • Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry.
  • High-touch, direct client experience is essential.
  • Understanding of the value proposition of being a fee-only fiduciary
  • Previous supervisory experience managing teams is a plus.
  • Excellent computer skills and general technical ability; comfort with navigating various software applications and systems.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is highly preferred.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
  • Strong problem-solving and influence/consensus-building skills.
  • Strong communication and organizational skills.
  • Ability to work through questions and concerns collaboratively.
  • Required to be in the office at least two days per week, for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $80,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire
#LI-JS3
#Wealthspire
AVPCL015537

Apply