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Client Service Professional Jobs (NOW HIRING)

Turn2Partners

Client Service Specialist

Freemansburg, PA · On-site

$16.75 - $22.25/hr

This hybrid opportunity offers strong team stability, professional development, and exposure to ... This role will help manage account activity, client documentation, service requests, meeting ...

Amicis Global

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to ...

CSC

Client Service Representative

Logan, UT · On-site

$13.75 - $18.75/hr

Our service professionals are empowered to solve client inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive ...

Client Services

Client Services Associate

Los Angeles, CA · On-site

$80K - $100K/yr

... service skills, and the ability to collaborate effectively with various internal departments to ... professionally. * High level of organizational skills and attention to detail, with a focus on ...

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How much do client service professional jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for client service professional in the United States is $16.99, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $18.27 per hour, depending on experience, location, and employer.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

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

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.
What cities are hiring for Client Service Professional jobs? Cities with the most Client Service Professional job openings:
What are the most commonly searched types of Client Service jobs? The most popular types of Client Service jobs are:
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Client Service Professional jobs near you
Infographic showing various Client Service Professional 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 $35,332 per year, or $17 per hour.

Client Service Specialist

Turn2Partners

Freemansburg, PA • On-site

$16.75 - $22.25/hr

Other

Posted 5 days ago

Job description

Client Operations Specialist

Join a growing Wealth Management organization where you can build meaningful client relationships, expand your operational expertise, and pursue long-term career growth. This hybrid opportunity offers strong team stability, professional development, and exposure to experienced financial advisors.

The Client Operations Specialist will provide operational and administrative support to financial advisors and their clients. This role will help manage account activity, client documentation, service requests, meeting preparation, and onboarding processes. The Client Operations Specialist will work closely with advisors, internal service teams, custodial partners, and other external professionals to ensure client needs are handled accurately and efficiently. The position requires strong organization, attention to detail, discretion, and consistent follow-through. This is an excellent opportunity for someone who enjoys combining client service with detailed financial operations. As the organization continues to grow, the role offers meaningful opportunities to expand responsibilities and advance within the client-service team.

Role Responsibilities:

  • Process account openings, transfers, cash movements, and account-maintenance requests
  • Prepare client forms, instructions, reports, and meeting materials
  • Coordinate client onboarding, account updates, reviews, and service workflows
  • Monitor account activity and help research and resolve operational issues
  • Maintain accurate client records within internal CRM and account-management systems
  • Communicate professionally with clients, advisors, custodians, and external partners
  • Track service requests and follow through to ensure deadlines are met
  • Support scheduling, document management, training materials, and special projects

Qualifications:

  • At least three years of client service, account operations, or administrative experience within an RIA, Wealth Management, banking, investment, or broader Financial Services environment
  • Experience processing wires, transfers, new accounts, or other financial account activity
  • Strong organizational skills with the ability to manage multiple priorities and deadlines
  • High attention to detail and a commitment to accurate, timely work
  • Excellent written, verbal, and interpersonal communication skills
  • Professional judgment and the ability to protect confidential client information
  • Comfort working with Microsoft Office, financial software, and client-management platforms
  • Associate degree or a comparable combination of education and relevant experience
  • Experience using Salesforce or working with major investment custodians is helpful but not required.

Why This Role Stands Out:

  • Join a growing organization with opportunities for upward mobility
  • Work alongside experienced advisors and client-service professionals
  • Build valuable experience across client service and financial operations
  • Benefit from a hybrid schedule with two remote days each week
  • Join a collaborative team known for stability and strong employee tenure
  • Access professional-development and continuing-education opportunities

Apply