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Client Service Jobs (NOW HIRING)

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Manager, Client Service Job Location: Hybrid- , Chicago, New York City, Norwalk About the team: Our media effectiveness client service team are experts in understanding the changing media landscape.

Manager, Client Service Job Location: Hybrid- Chicago, New York City, Norwalk , Detroit About the team: Our media effectiveness client service team are experts in understanding the changing media ...

Manager, Client Service Job Location: Hybrid- Chicago, New York City, Norwalk, Detroit About the team: Our media effectiveness client service team are experts in understanding the changing media ...

Manager, Client Service Job Location: Hybrid- Chicago, New York City, Norwalk, Detroit About the team: Our media effectiveness client service team are experts in understanding the changing media ...

Client Service Supervisor

New York, NY · On-site

$65K - $72K/yr

Client Service Supervisor New York, New York, United States On-site The Client Service Supervisor (CSS) oversees on-site operations across multiple projects or sites, ensuring high-quality service ...

The Trade Desk's Channel Partners team is hiring a Director of Client Service to lead a front-line team of Account Managers and Traders, scale high-value partner relationships, and act as a strategic ...

Be Seen First

We are seeking a friendly, highly-skilled client services representative to make our clients feel valued and supported. In this role, your duties include fostering positive client relations, managing ...

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Client Service information

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How much do client service jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What is a client service?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

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 skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

How does a client service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.
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Infographic showing various Client Service 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 $39,098 per year, or $18.8 per hour.

Associate, Client Service

Madison, WI • On-site

NFP Corp
Personal Services • 5 - 10K employees

$50K - $58K/yr

Full-time

Retirement, PTO

Re-posted 28 days ago


Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Summary of the Role: The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.
Essential Duties and Responsibilities:
  • Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
  • Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
  • Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
  • Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
  • Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
  • Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
  • Provide proactive communication with clients and advisor teams throughout all account-related matters
  • Assure accuracy and timeliness of all custodian work

Technical Expertise
  • Build foundational technical knowledge in operational matters
  • Learn custodial bulletins and procedures
  • Understand and comply with all financial regulations
  • Maintain high diligence in client privacy and security
  • Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
  • Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration
  • Observe and learn from client meetings within areas of expertise
  • Receive training and mentorship from Senior Client Service Associates and leadership
  • Provide support to Advisor Associates, Lead Advisors, and Service Advisors
  • Support process improvement initiatives and follow established procedures
  • Assist in maintaining standard templates, policies, procedures, and materials
  • Embrace and adopt new technology solutions
  • Contribute positively to office culture, morale, and team collaboration
  • Escalate issues and requests to appropriate personnel when necessary

Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field preferred
  • Relevant experience in financial services or a related industry
  • Strong computer skills, including proficiency with Microsoft Office Suite
  • Experience with CRM systems and custodial platforms preferred
  • Excellent organizational and time management skills
  • Commitment to professional growth and development

Client Service Excellence
  • Strong client orientation with focus on creating positive experiences
  • Professionalism and developing communication skills (verbal and written)
  • Willingness to learn issue resolution techniques
  • Interpersonal skills and relationship development abilities

Operational Excellence
  • Strong organizational, planning, and prioritization skills
  • Attention to detail and commitment to delivering quality work
  • Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
  • Developing problem-solving and decision-making capabilities
  • Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development
  • Quick learner with the ability to adapt to new challenges.
  • Open to change and committed to continuous improvement.
  • Technology-oriented, with a focus on incorporating best practices.
  • Proactive in seeking feedback and asking questions

What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 -$58,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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