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Client Services Advisor Jobs (NOW HIRING)

Walton Enterprises

Senior Advisor Client Services

Denver, CO · On-site

$140K - $141K/yr

Core Responsibilities Serving as a trusted partner to the household and internal client advisory teams, the Senior Advisor (Client Services) will: 1) Curation - Create an Elevated Client Service ...

Kuethe Wealth Planning | Raymond James

Be Seen First

Financial Client Services Specialist

Anderson, OH · On-site

$21.50 - $29/hr

As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will ...

RGA

Financial Services Advisor

Parsippany, NJ · On-site

$60K - $70K/yr

During client review meetings, you would be responsible for identifying additional opportunities ... us as a Financial Services Advisor where you can make a significant impact on our clients ...

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How much do client services advisor jobs pay per hour?

As of Jul 13, 2026, the average hourly pay for client services advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

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

To thrive as a Client Services Advisor, you need strong customer service skills, problem-solving abilities, and often a background in business or communications. Familiarity with CRM software, ticketing systems, and sometimes industry-specific certifications are commonly required. Excellent interpersonal skills, patience, and adaptability help you build lasting client relationships and resolve inquiries efficiently. These skills are crucial for delivering high-quality support, ensuring client satisfaction, and maintaining positive business relationships.

What does a Client Services Advisor do?

A Client Services Advisor acts as a main point of contact between a company and its clients, ensuring their needs are met and issues are resolved promptly. They provide support, answer client inquiries, handle complaints, and offer guidance on products or services. Their goal is to build strong client relationships, improve satisfaction, and help clients make the best use of the company's offerings. Client Services Advisors may also coordinate with other departments to address complex client needs.

What does a client advisor do?

A client services advisor helps clients by providing information, addressing inquiries, and resolving issues related to products or services. They often communicate via phone, email, or in person and need strong communication and problem-solving skills to ensure customer satisfaction.

What does a customer services advisor do?

A customer services advisor assists clients by answering questions, resolving issues, and providing information about products or services. They often communicate via phone, email, or chat, and require good communication and problem-solving skills to ensure customer satisfaction.

How does a Client Services Advisor typically collaborate with other departments to resolve client issues?

Client Services Advisors often work closely with teams such as sales, technical support, and account management to resolve client concerns efficiently. When a client presents a complex issue, the advisor may coordinate with technical experts to troubleshoot, or with sales representatives to clarify contractual details. This collaborative approach ensures that clients receive comprehensive solutions and fosters a strong service culture within the organization. Effective communication and teamwork are essential, as advisors frequently act as the primary point of contact between the client and multiple internal teams.

What is the highest paying job in customer service?

In customer service, senior roles such as Customer Service Director or Customer Experience Manager tend to have the highest salaries, often exceeding six figures with extensive experience and leadership responsibilities. Specialized roles like Technical Support Managers or Customer Success Executives also offer higher compensation, especially in industries like technology or finance.

What jobs pay 4000 a week without a degree?

A Client Services Advisor typically earns less than $4,000 weekly, but some high-paying roles in sales, real estate, or certain freelance consulting positions can reach or exceed that amount without a degree. Success in these roles often depends on experience, skills, and performance rather than formal education. Certifications or specialized training may enhance earning potential in these fields.
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Client Services Advisor jobs near you
Infographic showing various Client Services Advisor job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.
Client Services Associate

Client Services Associate

Level Four Group, LLC

El Paso, TX • On-site

Full-time

PTO

Posted 11 days ago

Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More...
Come take your career path to the next level!
The Client Services Associatewill support 1 - 3 Financial Advisors by handling client/advisor service activities. This associate will focus on delivering exceptional client/advisor experience so advisors can focus efforts on growing the practice. This position will be based in either the Dallas office or a branch location; and support may include advisors in other branch locations. Additionally, this role may act as an escalation and knowledge resource. CSA's are cross-trained for Advisor On-Boarding and will support those efforts when needed and scheduled.
Essential responsibilities and tasks of the Client Services Associate are:
  • Work with the Advisor to provide the firm's stated Client Experience
  • Serve as the main contact point for clients and advisor(s) for service needs/questions
  • Working directly with custodian(s), Level Four Financial (Broker Dealer) and Level Four Corporate office
  • Assisting with Advisor's calendar management
  • Heavy communication with and from Advisor(s) and Client(s) and custodians/carriers/fund families
  • Be an Escalation route and knowledge resource for other CSAs at Level Four Financial; be an 'expert' at RJ and Level Four paperwork processes.
  • Provide On-boarding team with data entry support and/or client repapering support.
  • Providing both client-facing and advisor-facing service
  • Creating, tracking, managing, and processing account paperwork and requests, including documenting in CRM
  • Engaged in and completing the Remarkable Client Experience for all clients.
  • Ability to find answers within the resources provided at custodian's, Level Four, etc.
  • Communicating with clients via phone and email
  • Managing and documenting the client experience activities
  • Opening new accounts, tracking transfers and cash requests
  • Processing Cash/ACH requests initiated by client
  • Managing the Financial Advisor's calendar
  • Staying involved and aware of Level Four and custodial Process & Procedure changes as they affect your advisors
  • Helping communicate changes (bullet above) to the CSA team.
  • Successfully balance workload when On-Boarding client re-papering support is needed.
  • Additional duties as required
Successful Client Services Associate candidates will have:
Required
  • 5 + years of experience successfully supporting busy Financial Advisor(s)
  • 2+ years of experience in Client On-Boarding, working with custodians
  • Bachelors/Associate Degree or equivalent work-related experience
  • Ability to organize, prioritize, multi-task, follow through on commitments, and work independently, while being reliable, accountable, detail-oriented, and team-oriented
  • Superior communication skills when interacting with clients, advisors and teammates
  • A passion to help the team and the advisors
  • Very comfortable with Microsoft Office Suite (outlook, word, excel)
  • VERY comfortable with technology, in general
  • English fluency
Preferred
  • Fluency, or professional working proficiency, in Spanish
  • Experience with Salesforce as a CRM
  • Experience with Raymond James or other custodians
  • FINRA Series 6 or 7
Icing on the Cake
  • Experience with Charles Schwab and/or Fidelity

Apply