ZipRecruiter

Log In

1

Client Services Administrative Jobs (NOW HIRING)

previous page

Showing results 41-60

All JobsClient Services Administrative Jobs

Client Services Administrative information

See salary details

$28.5K

$51K

$81.5K

How much do client services administrative jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client services administrative in the United States is $50,953.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $47,000.00 per year, depending on experience, location, and employer.

What is the difference between Client Services Administrative vs Customer Support Specialist?

AspectClient Services AdministrativeCustomer Support Specialist
CredentialsTypically requires high school diploma or equivalent; some roles prefer associate's degreeUsually requires high school diploma; certifications like Customer Service Certification can be a plus
Work EnvironmentOffice setting, interacting with clients and internal teamsCall centers, online chat, or in-person support environments
Employer & Industry UsageCommon in finance, healthcare, and corporate sectorsPrevalent in retail, tech, and service industries
Search & Comparison IntentOften searched for in administrative or client management contextsOften searched for in customer service or support roles

While both roles involve client interaction, Client Services Administrative focuses on managing client accounts and administrative tasks within an organization, whereas Customer Support Specialist primarily handles direct customer inquiries and troubleshooting. The roles overlap in communication skills and industry usage but differ in scope and daily responsibilities.

Which client services administrative job pays the most?

Client services administrative roles with seniority, specialized skills, or management responsibilities tend to pay the highest. Positions such as client services managers or executive assistants often earn higher salaries due to increased experience and leadership duties. Salaries can also vary based on industry, location, and company size.

What is a client services administrative?

Client Services Administrative professionals are employees who support client-facing teams by performing various administrative and organizational tasks. They serve as a link between clients and the company's service teams, handling correspondence, scheduling meetings, maintaining records, and ensuring smooth communication. Their role is essential for providing excellent customer service, managing client information, and helping the business operate efficiently. They often use specialized software and must have strong communication and multitasking skills.

What jobs are considered client services?

Client services jobs involve assisting clients, addressing their needs, and ensuring satisfaction. Common roles include customer service representatives, account managers, client support specialists, and client relations coordinators, often requiring communication skills and familiarity with customer management tools.

What are some common challenges faced by client services administrative, and how can they be managed effectively?

Client Services Administrative professionals often juggle multiple tasks simultaneously, such as managing client communications, scheduling, and supporting account teams. One common challenge is balancing urgent client needs with routine administrative responsibilities. Effective time management, strong organizational skills, and clear communication with both clients and internal teams can help manage these demands. Regularly prioritizing tasks and using digital tools to track workflows also contribute to a smoother workday.

What are the key skills and qualifications needed to thrive as a client services administrative, and why are they important?

To thrive as a Client Services Administrative, you need strong organizational skills, attention to detail, and proficiency in standard office software, often supported by a high school diploma or relevant administrative certification. Familiarity with CRM systems, scheduling software, and office productivity tools like Microsoft Office or Google Workspace is typically required. Excellent communication, problem-solving abilities, and a client-focused mindset are crucial soft skills for this role. These skills ensure efficient support for clients and internal teams, leading to positive client experiences and the smooth operation of daily business activities.
More about Client Services Administrative jobs

What are the most commonly searched types of Client Services Administrative jobs?

The most popular types of Client Services Administrative jobs are:

What job categories do people searching Client Services Administrative jobs look for?

The top searched job categories for Client Services Administrative jobs are:

Client Services Administrative jobs near you
Infographic showing various Client Services Administrative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,953 per year, or $24.5 per hour.

Client Services Associate - Middleton, WI

Savant Insights

Middleton, WI • On-site

$57K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.
As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.
*Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
The Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with clients and prospects with a professional approach.
  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
  • Meets routine client needs in a timely manner and understands Savant's unique philosophies.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
  • Supports account opening process with Savant for all prospects and clients in a seamless way.
  • Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
  • Facilitate completion of all client applications and transfer documents.
  • Proofreads reports, documentation, and electronic data for errors.
  • Assembles materials for client meetings.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
  • Assists in coordinating RSVPs, planning, and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
  • Serves as back up to others within Client Services as needed.
  • Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:
  • This position based out of our office in Middleton, WI.
  • The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

Apply