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Client Service Officer Jobs (NOW HIRING)

Chilton Trust Company

Client Service Officer

Stamford, CT · On-site

$17.50 - $19.50/hr

The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This ...

Chilton Trust Company

Client Service Officer

Manhattan, NY · On-site

$18.25 - $20/hr

The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This ...

Texascapitalbank

Client Service Officer

Richardson, TX · On-site

$15 - $16.50/hr

Key Responsibilities Operations Associate - Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service ...

New

Texas Capital Bank

Client Service Officer

Richardson, TX · On-site

$15 - $16.50/hr

Key Responsibilities Operations Associate - Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service ...

New

Texas Capital Bank

$12.25 - $13.50/hr

Key Responsibilities Operations Associate - Client Service Officer serves as a primary operational point of contact for commercial banking clients, supporting relationship teams by managing service ...

New

Accounts

Client Service Officer II

Morristown, NJ · On-site

The Client Service Officer II ("CSO II") provides Wealth Advisors, Trust Officers, Portfolio Managers, and other Wealth staff along with their clients, outstanding and responsive support for all ...

Bank of Hawaii

Client Service Officer

Honolulu, HI · On-site

$44K - $76K/yr

Develops new business opportunities and maintains existing relationships by cross selling and ensuring application of all services appropriate to client needs. Assists in maintaining a scheduled ...

Bank of Hawaii

Client Service Officer

Honolulu, HI · On-site

$16.25 - $18/hr

Client calls are nearly always joint with IS Relationship Managers * Minimum 3 years of financial services relationship management or service/support of relationship management experience or ...

Texas Capital Bank

$12.25 - $13.50/hr

Manage and prioritize high-volume case work, ensuring timely resolution of client requests and escalations. * Act as subject matter expert for consumer and all other non-treasury products, services ...

New

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Client Service Officer information

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$29K

$56.6K

$100.5K

How much do client service officer jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client service officer in the United States is $56,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a client service officer?

Client Service Officers are professionals who act as the primary point of contact between an organization and its clients. They are responsible for addressing client inquiries, resolving issues, and ensuring a positive client experience. Their duties often include processing client requests, coordinating with internal departments, and maintaining accurate client records. By providing efficient and courteous service, Client Service Officers help build strong relationships and support customer retention.

What are the key skills and qualifications needed to thrive as a client service officer?

To thrive as a Client Service Officer, you need strong customer service abilities, attention to detail, and a background in business or finance, often supported by a relevant degree or prior experience in client-facing roles. Familiarity with customer relationship management (CRM) software, banking platforms, and document management systems is typically required. Excellent communication, problem-solving, and interpersonal skills help you build trust and effectively address client needs. These skills ensure efficient service delivery, client satisfaction, and long-term business relationships.

What are typical challenges a client service officer might face when managing multiple client accounts simultaneously?

Client Service Officers often juggle several client accounts at once, which can make prioritizing tasks and maintaining exceptional service challenging. Balancing urgent requests, resolving issues promptly, and ensuring clear communication with each client are common hurdles. Success in this role requires strong organizational skills, the ability to adapt quickly, and proactive problem-solving to meet client expectations and deadlines. Building positive relationships with both clients and internal teams also helps in managing workloads efficiently.

Is a Client Service Officer a good entry level position?

A Client Service Officer role is often suitable as an entry-level position, especially for individuals interested in customer service, communication, and administrative skills. It typically requires basic computer skills and a professional attitude, making it accessible for those starting their careers in client-facing roles.

Who are the top companies hiring for Client Service Officer jobs?

The top employers for Client Service Officer jobs are:

What states have the most Client Service Officer jobs?

States with the most job openings for Client Service Officer jobs include:

What are popular job titles related to Client Service Officer jobs?

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Client Service Officer jobs near you
Infographic showing various Client Service Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $56,584 per year, or $27.2 per hour.

Client Service Officer

Stamford, CT • On-site

Chilton Trust Company
Finance and Insurance • 11 - 50 employees
Learn more about Chilton Trust Companyexternal

$17.50 - $19.50/hr

Full-time

Posted 24 days ago

Job description

Description:

The Service Officer will work directly with Chilton Client and Wealth Advisors to deliver exceptional client service and operational support to Chilton clients in a timely and proactive manner. This role serves as the primary point of contact for day-to-day client servicing needs. The Service Officer will have responsibilities and tasks that include but are not limited to the following: 

· Work closely with Client and Wealth Advisors to service clients, including but not limited to: money movement, asset transfers, distributions and reconciliations, client onboarding procedures, account opening procedures (IPS, IMA, Custody opening paperwork), KYC/AML procedures, account terminations, external manager custodial setup and maintenance

· Work with Operations, Reporting, Legal and the Investment teams to ensure proper execution of daily client transactions and disbursements, cash management, account funding, subscriptions and redemptions, etc.

· Work closely with our preferred custodians and other third-party vendors to manage day-to-day client transactions, onboarding, and execute other client service tasks

· Prepare reporting documents for client meetings, including retrieving account balance information, tax statements, performance reports, portfolio holdings. Manage and execute the sending of hard-paper copy statements to specific clients on a periodic basis.

· Help maintain CRM tool with updated client data, pipeline, marketing, reminders/notifications, and client communication

· Assist with daily account administration review of client statements, including obtaining third-party manager performance and holdings reports, addressing accounting issues, managing client files, etc.

· Provide support for annual account reviews and various audit requests

Candidate Description:

· Bachelor’s degree in Finance or Economics preferred with a minimum of 3 years in a Wealth Management client servicing role at a financial institution 

· Experience supporting financial advisors and high-net worth clients

· Understanding of account opening, money movement and client documentation processes

· Excellent time management skills with proven ability to work in a fast-paced environment requiring multi-tasking and prioritizing 

· Exceptional client service and relationship management skills

· Experience using a Wealth Management CRM tool, preferably Salesforce or WealthHub

· Proficiency in Microsoft Office 

· Understanding of custodial platforms preferred (e.g. Pershing, Schwab, Fidelity)

· Ability to use discretion with client sensitive data and information

· Strong written and verbal communication skills, detail orientated

· APX, Addepar, and/or NetX system experience preferred

· Desire to work within a team-based environment

· Analytical and ability to problem solve using critical thinking skills

· Motivated, detail oriented, passionate about working in wealth management 

Requirements: