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Client Services Advisor Jobs (NOW HIRING)

Hancock Whitney

Client Service Advisor

Covington, LA

The Client Services Advisor 1 utilizes a variety of digital servicing tools to assist our clients with questions, provide solutions, protect clients' information and to ensure our clients feel valued ...

TalentWealth

Client Services Associate

Tampa, FL

JOB SUMMARY: Under general supervision, this role uses skills gained through training and experience to provide proactive support to advisors and assist with efficient, quality client service.

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How much do client services advisor jobs pay per hour?

As of Jun 16, 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 job makes $10,000 a month without a degree?

A Client Services Advisor typically does not earn $10,000 a month without significant experience or specialized skills. High earnings in client services roles usually require advanced expertise, certifications, or management responsibilities; otherwise, salaries tend to be lower. Achieving such income levels often involves roles in sales, consulting, or entrepreneurship that may not require a degree but demand strong skills and proven performance.

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 customer service job?

In customer service roles, senior positions such as Customer Service Managers, Client Services Directors, or specialized roles like Technical Support Managers tend to have the highest salaries. These roles often require extensive experience, leadership skills, and industry knowledge, with salaries varying by industry and location but generally exceeding standard customer service representative pay.

Is a CSA job stressful?

A Client Services Advisor role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. Success in the position often depends on strong communication skills, problem-solving abilities, and managing a high volume of interactions, especially in fast-paced environments.

What qualifications do you need to be a client advisor?

To become a client services advisor, candidates typically need a high school diploma or equivalent, strong communication and interpersonal skills, and experience in customer service or sales. Some roles may require familiarity with CRM software and relevant certifications depending on the industry or company requirements.
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Client Services Advisor jobs near you
Infographic showing various Client Services Advisor job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 84% Full Time, 1% Part Time, 1% Temporary, and 10% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Client Services Advisor

Spieldenner Group

Pensacola, FL

Other

Retirement

Posted 4 days ago

Job description

Job Opportunity At Spieldenner Financial Group

Spieldenner Financial Group is part of one of the fastest-growing insurance organizations in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.

Job Duties
  • Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage.
  • Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability.
  • Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage.
  • Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting
Qualifications

We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position.

What We Do

We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation.

We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income.

We grow: We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community!

What Sets Us Apart

We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work.

If you feel this might be the home you have been looking for. Click APPLY!

Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results.

***No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.

Apply