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Client Services Advisor Jobs (NOW HIRING)

Robert Half

Client Services Coordinator

Walnut Creek, CA · On-site

$90K - $120K/yr

The position works closely with advisors and operational partners to keep client requests moving ... service and account data. • Partner with advisors, custodians, and internal support teams to ...

JDA

Services Advisor (Services Pre-Sales)

Dallas, TX · Remote

$110K - $120K/yr

Collaborate with Client Executives and other sales team members to co-sell services alongside software sales * Be a driving force in the SaaS sales cycle, becoming the prospects trusted advisor * Be ...

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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 Coordinator

Client Services Coordinator

Robert Half

Walnut Creek, CA • On-site

$90K - $120K/yr

Full-time

Posted 5 days ago

Job description

We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately.
Responsibilities:
• Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households.
• Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts.
• Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner.
• Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction.
• Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting.
• Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data.
• Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.• At least 1 year of experience in client service, client administration, or a related support role.
• Ability to manage detailed administrative tasks with a high level of accuracy and follow-through.
• Strong communication skills and a detail-oriented approach when working with clients and internal stakeholders.
• Experience handling documentation, account-related forms, or transaction processing in a regulated or service-driven environment.
• Comfort working with CRM platforms such as Salesforce and maintaining accurate client records.
• Ability to prioritize multiple requests, stay organized, and meet deadlines in a fast-paced setting.
• Background in financial services, investment advisory, or wealth management is preferred.
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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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