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How much do client service officer jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client service officer in California is $55,843.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $64,100.00 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.
Client Service Officer jobs near you
Infographic showing various Client Service Officer job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $55,843 per year, or $26.8 per hour.

PWM Business Service Officer

Morgan Stanley

San Francisco, CA

Full-time

Re-posted 3 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

31st of 150 rated financial services

Job description

Job Description

The PWM Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.

DUTIES and RESPONSIBILITIES:

People Management and Communication

  • Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures

  • Lead, mentor, and supervise a team of Support and Service Professionals

  • Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex

  • Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals

  • Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution

  • Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls

  • Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs

  • Manage and oversee Support Professionals coverage for Financial Advisors in the Branch

  • Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements

  • Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion

Operational Oversight

  • Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies

  • Facilitate and manage resolution of client inquiries/requests

  • Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates

  • Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies

  • Additional operational oversight may be required

  • Administer other duties as delegates by the Complex Business Service Officer


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EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • Bachelor's degree required or equivalent education

  • Previous industry experience

  • Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)

  • Other licenses as required for the role or by management

Knowledge/Skills

  • Effective written and verbal communication skills

  • Strong attention to detail

  • Ability to prioritize and resolve complex needs and escalate as necessary

  • Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies

  • Evidence of strong leadership and talent development capabilities

  • Previous supervisory experience preferred

  • Exceptional organizational and time management skills

  • Exceptional conflict resolution skills

  • Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex

  • Knowledge of Firm's Risk & Compliance policies

  • Ability to think strategically

Reports to:

  • Complex Business Service Officer

Direct reports:

  • Support Professionals

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Expected base pay rates for the role will be between $120,000 - $170,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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About Morgan Stanley

Sourced by ZipRecruiter

Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.

Industry

Finance and insurance and software development

Company size

10,000+ Employees

Headquarters location

New York, NY, US

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