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Client Services Team Leader Jobs (NOW HIRING)

L&E Research

Client Services Representative

Columbus, OH

$15 - $20.25/hr

Client Services Representative Part-Time • Up to 30 hours/week • On-site We're hiring a Client ... If you like staying busy, working with a friendly team, and making things run smoothly behind the ...

Citron Hygiene

Service Team Leader

Elkridge, MD · On-site

$60K/yr

... services to client sites. This role combines hands-on fieldwork with leadership responsibilities, ensuring high service quality, operational efficiency, and strong customer satisfaction. Key ...

DSPolitical

Client Services Associate

Washington, DC · On-site

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... Our award-winning team works hand-in-hand to develop and deploy leading-edge solutions, uniquely ...

Schlotzsky's

Team Leader

Burleson, TX · On-site

$12 - $14/hr

Team Leader - Schlotzsky's Schlotzsky's is hiring a Team Leader to help drive a smooth and efficient shift, ensuring top-quality food and outstanding guest service. Team Leaders assist both kitchen ...

Team Industrial Services

Team Leader

Springfield, OH · On-site

$20/hr

Some of the industries we service include automotive, manufacturing and healthcare. We take on ... We are looking for an enthusiastic Team Leader at our Springfield, OH location! We Offer

Sago

Client Services Supervisor

Atlanta, GA · On-site

Sago is a global leader in market research and data solutions, committed to connecting human ... We're a team of innovators, strategists, and problem-solvers, passionate and inspired thinkers, who ...

Schlotzsky's

Team Leader

Derby, KS · On-site

$12 - $15/hr

Team Leader - Schlotzsky's Schlotzsky's is hiring a Team Leader to help drive a smooth and efficient shift, ensuring top-quality food and outstanding guest service. Team Leaders assist both kitchen ...

Schlotzsky's

Team Leader

Springfield, MO

$12 - $14/hr

Team Leader - Schlotzsky's Schlotzsky's is hiring a Team Leader to help drive a smooth and efficient shift, ensuring top-quality food and outstanding guest service. Team Leaders assist both kitchen ...

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All JobsClient Services Team Leader Jobs

Client Services Team Leader information

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$10

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$72

How much do client services team leader jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for client services team leader in the United States is $25.73, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $24.04 per hour, depending on experience, location, and employer.

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

To thrive as a Client Services Team Leader, you generally need experience in customer service, team management, and a background in business or a related field. Familiarity with CRM software, help desk platforms, and reporting tools is typically required, along with any relevant leadership or customer service certifications. Outstanding communication, conflict resolution, and motivational skills set top candidates apart in this role. These abilities are crucial to ensure client satisfaction, foster team performance, and drive departmental success.

What are some common challenges faced by a Client Services Team Leader and how can they be effectively managed?

Client Services Team Leaders often encounter challenges such as managing diverse client expectations, balancing team workloads, and ensuring consistent service quality. To address these, it's important to foster strong communication within the team, provide regular training, and set clear performance goals. Additionally, building robust client relationships and proactively addressing concerns can help prevent issues from escalating. Effective time management and adaptability are key skills that help a Team Leader navigate these challenges while supporting both clients and team members.

What does a Client Services Team Leader do?

A Client Services Team Leader oversees a team responsible for managing client relationships and ensuring customer satisfaction. They coordinate daily operations, address client concerns, and support their team in resolving issues efficiently. Additionally, they often provide training, monitor performance, and help implement strategies to improve service quality. Their main goal is to ensure that clients receive excellent service and that the team meets its targets.
What cities are hiring for Client Services Team Leader jobs? Cities with the most Client Services Team Leader job openings:
What states have the most Client Services Team Leader jobs? States with the most job openings for Client Services Team Leader jobs include:
Client Services Team Leader jobs near you
Infographic showing various Client Services Team Leader job openings in the United States as of June 2026, with employment types broken down into 4% As Needed, 57% Full Time, 35% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,524 per year, or $25.7 per hour.
Client Services Coordinator

Client Services Coordinator

Summit Financial Group, LLC

San Ramon, CA • On-site

$20.25 - $27.25/hr

Other

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Summit Financial Group is a leading financial services firm in the San Francisco Bay Area, dedicated to providing innovative financial solutions and exceptional client service. We foster a dynamic and inclusive workplace, promoting professional growth and collaboration. We are currently seeking a motivated, talented, and dedicated Client Services Coordinator to join our growing San Ramon, CA team.


Responsibilities


The Client Service Team’s primary goal is to provide exceptional service to clients and to alleviate the administrative burden of our advisors, allowing them to focus on growing their business. You will collaborate within the practice team and among a larger group of Client Services Coordinators, working toward those shared goals.


As a Client Services Coordinator, you will be the MVP for the advisors you support, ensuring their practice runs smoothly. Key responsibilities include:


  • Provide front desk coverage as needed
  • Calendar management
  • Client support
  • Review preparation and processing
  • New account setup
  • Money movement
  • Updating client records in our CRM
  • Event support


Under the guidance of our Client Services Manager, you will receive support to excel in your role and grow professionally.


Ideal Candidate


You are a self-starter with a positive attitude who thrives in a team environment. You are someone who loves a challenge, possesses a high level of integrity, and will work diligently and efficiently to exceed expectations.


Qualifications


  • Minimum of 3 years of experience in a financial services support role
  • Exceptional interpersonal, written, and verbal communication skills
  • Impeccable attention to detail
  • Excellent time management skills and the ability to prioritize and shift your workload to meet deadlines
  • Ability to maintain a positive team attitude in a fast-paced environment
  • Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Pershing NetX360, Schwab Institutional, RJ Advisor), CRM platforms (e.g., Salesforce, RedTail, Smart Office), financial planning platforms (e.g., eMoney, MoneyGuidePro), and eSignature platforms (e.g., DocuSign)
  • Proficiency in Microsoft Office 365
  • Bachelor’s degree preferred


Why Summit Financial Group, LLC?


At Summit, our vision and values come to life through how we support our team, serve our clients, and invest in our community. We encourage and promote a GROWTH mindset, believing that everyone—clients and team members—can lead an abundant life by practicing gratitude and investing in one another and in our community. Alongside your competitive compensation package, Summit offers a progressive bonus program where employees who exhibit the Abundance Mindset share in the firm's financial success.


Perks & Benefits


  • Competitive salary and benefits package, including medical, dental, and vision insurance, HSA, 401(k), EAP, Charitable Match, and education reimbursement programs
  • Professional development and career advancement paths
  • Opportunity to work with a talented and dedicated team committed to enriching the lives of others
  • Opportunities to give back to the community through paid volunteer time and company-sponsored employee charity donations
  • Complimentary beverages and snacks
  • Regular happy hours and team/firm activities
  • Office is located in the bustling community of Bishop Ranch. Conveniently located a stones throw from City Center Bishop Ranch, Roundhouse Market and Conference Center and Lake Annabel and The Iron Horse Trail for getting out and about!



Summit is committed to creating a diverse and inclusive environment that fosters learning and celebrates diverse backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer, dedicated to providing a work environment free of harassment and discrimination.











Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. 2633 Camino Ramon, Suite 200, San Ramon, CA 94583.

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