ZipRecruiter

Log In

1

Financial Client Services Jobs (NOW HIRING)

Stonebridge Financial Group

Be Seen First

Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

About the Role Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team -- someone who takes pride in ...

Urgent

Stonebridge Financial Group

Be Seen First

Client Services Associate

San Rafael, CA · On-site

$75K - $100K/yr

About the Role Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team -- someone who takes pride in ...

Urgent

next page

Showing results 1-20

All JobsFinancial Client Services Jobs

Financial Client Services information

See salary details

$25K

$65.2K

$132K

How much do financial client services jobs pay per year?

As of Jun 8, 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 are 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, and why are they important?

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 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 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.
More about Financial Client Services jobs
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 job categories do people searching Financial Client Services jobs look for? The top searched job categories for Financial Client Services jobs are:
Financial Client Services jobs near you
Infographic showing various Financial Client Services job openings in the United States as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 76% Full Time, 13% Part Time, 1% Temporary, and 8% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $65,227 per year, or $31.4 per hour.

Client Services Specialist - Financial Services

All Financial Freedom

Hillsborough, CA • Remote

Part-time

Posted just now

Job description

Position Overview

We are seeking a Financial Services Specialist to support our growing financial services organization. This role focuses on delivering structured financial education, guiding individuals through foundational financial concepts, and supporting long-term financial planning initiatives.

The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.

Key Responsibilities
  • Facilitate virtual client meetings
  • Assist with onboarding and follow-up
  • Support financial education initiatives
  • Maintain professional client records
Required Qualifications
  • Strong organizational and communication skills
  • Client-focused mindset
  • Remote work capability
  • Licensing eligibility
Compensation & Benefits
  • Performance-based compensation
  • Remote flexibility
  • Training and licensing support
Career Path

Client services education leadership.

Employment Type: PART_TIME

Apply