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Client Service Professional Jobs (NOW HIRING)

Beacon Pointe Advisors

Client Service Associate

San Jose, CA · On-site

$17 - $23.50/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

Beacon Pointe Advisors

Client Service Associate

Scottsdale, AZ · On-site

$14.75 - $20.25/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

CSC

Client Service Representative

Ewing Township, NJ · On-site

$50K - $52K/yr

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

CSC

Client Service Representative

Trenton, NJ · On-site

$50K - $52K/yr

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

Lascko Services

Client Service Wizard

Muskegon, MI · On-site

$13.50 - $17.25/hr

Job Title: Client Service Wizard We are seeking a dynamic and customer-focused Client Service ... for professional development and career advancement. - A supportive and collaborative team ...

New

CSC

Client Service Representative

$50K - $55K/yr

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

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How much do client service professional jobs pay per hour?

As of Jul 11, 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 jobs pay 4000 a week without a degree?

A Client Service Professional typically does not earn $4,000 weekly without specialized experience or high commissions. High-paying roles that can reach this level without a degree often include sales positions, real estate agents, or certain entrepreneurial ventures, which rely on skills, performance, and client relationships rather than formal education.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What are the key skills and qualifications needed to thrive as a Client Service Professional, and why are they important?

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.

How can I make 2000 a week working from home?

A Client Service Professional can increase earnings by working additional hours, taking on high-paying clients, or specializing in in-demand skills such as communication and problem-solving. Building a strong reputation and leveraging remote work platforms can also help secure higher-paying opportunities. Earning $2000 weekly typically requires consistent effort, experience, and possibly multiple clients or roles.

What is the highest paying job in customer service?

The highest paying roles in customer service are often managerial or specialized positions such as Customer Service Director or Customer Experience Executive, which can earn six-figure salaries. These roles typically require extensive experience, leadership skills, and sometimes certifications in customer service management or related fields.
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Client Service Professional jobs near you
Client Service Associate

Client Service Associate

Beacon Pointe Advisors LLC

San Jose, CA • On-site

$60K - $70K/yr

Full-time

Re-posted 27 days ago

Job description

Client Service Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

  • Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.


About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

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