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Client Service Professional Jobs (NOW HIRING)

Service Professional

Dallas, TX

$15 - $19/hr

As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for ... The goal is to build and maintain client loyalty as well as to create the world's most referable ...

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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Client Service Professional information

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$10

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$26

How much do client service professional jobs pay per hour?

As of Jun 19, 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 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.

Is CSR a good entry level position?

A Client Service Professional (CSR) role is often considered a good entry-level position because it requires strong communication and customer service skills, which are valuable in many industries. It typically involves basic computer skills and can provide experience in client interactions, problem-solving, and teamwork, making it suitable for those starting their careers.

How can I make 2000 a week working from home?

A Client Service Professional can potentially earn $2,000 a week by working full-time hours, providing high-quality customer support, and gaining experience or specialized skills. Increasing income may also involve taking on multiple clients, working overtime, or earning performance-based bonuses, depending on the employer or contract terms.

What job makes $10,000 a month without a degree?

A Client Service Professional typically does not earn $10,000 a month without significant experience, specialized skills, or a high-volume client base. High earnings in client services often come from roles in sales, account management, or consulting that require strong communication skills and industry knowledge, but reaching that income level usually involves years of experience or performance-based commissions.
More about Client Service Professional jobs
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:
What states have the most Client Service Professional jobs? States with the most job openings for Client Service Professional jobs include:
Infographic showing various Client Service Professional job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $35,332 per year, or $17 per hour.
Client Service Associate

$14.25 - $19.75/hr

Full-time

Posted yesterday


Job description

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT

  • Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current

  • Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

  • Confirm authorization and authenticate client when processing requests

  • Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example

  • Review and take appropriate action on client account alerts

OTHER

  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model

  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

  • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls

  • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

  • Proactively participate in firm initiatives directed by local management

  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

  • High School Diploma/Equivalency

  • College degree preferred

  • Industry experience is a plus

  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills

  • Strong computer skills and knowledge of Microsoft Office products

  • Exceptional writing, interpersonal and client service skills

  • Detail orientated with superior organizational skills and ability to prioritize tasks

  • Team player with the ability to collaborate with others

  • Ability to work in a fast-paced, evolving environment

  • Goal oriented, self-motivated and results driven

Reports to:

  • Business Service Manager

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.

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.