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Financial Client Services Jobs (NOW HIRING)

CPS

Financial Client Service Associate

Chicago, IL · On-site

$70K - $85K/yr

Job Title: Financial Client Service Associate Location: Chicago Salary: $70,000 - $85,000 ... Familiarity with financial products and services such as investments. Excellent communication ...

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Financial Client Services information

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$25K

$65.2K

$132K

How much do financial client services jobs pay per year?

As of Sep 13, 2026, the average yearly pay for financial client services in the United States is $65,227.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is financial client services?

Financial Client Services refers to the support and assistance provided to clients of financial institutions or firms, such as banks, investment companies, or advisory firms. Professionals in this role help clients manage their accounts, resolve financial queries, and offer information about financial products and services. They play a key role in building client relationships, ensuring satisfaction, and sometimes assisting with transactions or investment guidance. The position typically requires strong communication skills and a good understanding of financial products and regulations.

What are the key skills and qualifications needed to thrive as a financial client services professional?

To thrive in Financial Client Services, you need strong knowledge of financial products, client relationship management, and attention to detail, often supported by a bachelor’s degree in finance or related fields. Familiarity with CRM software, financial analysis tools, and sometimes FINRA or similar certifications is typically required. Exceptional communication, problem-solving abilities, and a client-focused mindset are standout soft skills for this role. These skills ensure accurate service delivery, build client trust, and contribute to the overall success of financial institutions.

What are some common challenges faced in a financial client services role and how can they be managed?

In Financial Client Services, professionals often encounter challenges such as managing multiple client accounts, addressing complex financial inquiries, and meeting tight deadlines. Effective time management, clear communication skills, and a strong understanding of financial products are key to overcoming these hurdles. Collaborating closely with internal teams such as advisors and operations can also help resolve client issues efficiently and maintain high service standards. Continuous learning and staying updated on industry regulations further support success in this dynamic environment.

What is the difference between Financial Client Services vs Financial Advisor?

AspectFinancial Client ServicesFinancial Advisor
CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 66
Work EnvironmentClient support, account management, service-orientedFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, brokerage firms, financial institutionsIndependent firms, banks, wealth management

Financial Client Services primarily focuses on supporting clients through account management and service tasks, while Financial Advisors provide personalized financial planning and investment advice. Both roles often require similar certifications and work within the financial industry, but their core functions differ in scope and responsibilities.

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

The most popular types of Financial Client Services jobs are:

What states have the most Financial Client Services jobs?

States with the most job openings for Financial Client Services jobs include:

What are popular job titles for Financial Client Services?

Popular job titles for Financial Client Services:

Financial Client Services jobs near you
Infographic showing various Financial Client Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Financial Client Services Specialist

Atlanta, GA • On-site

Golden Reserve LLC
Finance and Insurance • 11 - 50 employees
Learn more about Golden Reserve LLCexternal

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 24 days ago

Key responsibilities

  • Manage the entire back-end client sales process, including building client Roadmaps.

  • Deliver ongoing first-line client support and service.

  • Facilitate start-to-finish insurance application execution.

Job description

Description

Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. 


As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing client support and service, and (3) facilitating start-to-finish insurance application execution.


Our CSS Team is recognized as the Engine of Golden Reserve that drives this company forward. 


Golden Reserve's unique approach to financial services is redefining financial planning - we hold monthly seminars that you would help support and have weekly TV & Radio Shows across Ohio. And it is working; we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country. 


What we ask


Client Service Excellence: Understanding that we are entrusted with the life savings of our clients is a huge responsibility - that we do not take lightly.

Be The Engine: Ensure our Sales team is supported so that we can help more families - being the steady and consistent voice and leader in every office to make sure we don't stop moving forward.

Commitment: we know we must earn your trust, but we expect every recruit to be committed to our process and systems of managing client services and support to learn the GR-Way.


What we need:

  • Two (2) years+ of financial services experience.
  • Life Insurance Annuity Application Excellence - completion, monitoring & management.
  • GRIT -  we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.
  • This position will be based at one of our new office locations in the Kennesaw or Alpharetta area. Candidates must be able to reliably commute to the assigned office location on a regular basis. 

What we provide:


CSS Captains - you will have three (3) dedicated supporting CSS Team Members that help you manage your (1) workload, (2) new business support (outstanding applications) and (3) policy and training needs.

Competitive Salary - $70,000 - $100,000.

Benefits - Generous time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401(k), & Life Insurance.
 

WORK SCHEDULE 


Work hours are 8:30 am - 5:30 pm with a 1-Hour lunch. Must be available to work occasional evening hours to support our educational workshops, as needed. We also pay overtime. This is an in-office role, based our new office locations that will be opening in the Kennesaw and Alpharetta areas.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


BEFORE YOU APPLY - this is NOT a typical financial services position -to learn more about the CSS role, check out: A Day in the Life of a CSS. To learn more about how we are different, check out Expedition Retirement, to see if our mission is the right fit for you. (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw)
 

You can also learn more at www.goldenreserve.com.

Apply