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Financial Client Services Jobs (NOW HIRING)

Manulife Financial

Client Services Manager

Boston, MA · On-site

This role operates within a dynamic financial services environment and requires a strong blend of ... Client Experience & Service Delivery * Ensure timely, accurate, and empathetic support to self ...

Triumph Financial

Client Services Associate

Durango, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Lamar, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Firestone, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Bayfield, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

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Triumph Financial

IL · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

Triumph Financial

Client Services Associate

Bayfield, CO · On-site

$16.54 - $22.67/hr

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ... As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ...

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Financial Client Services information

See salary details

$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.

Client Services Associate - Financial Services | Remote | Training provided

Virginia Beach, VA • Remote

S.Y. Financial Services
See more jobs at S.Y. Financial Servicesexternal

$40K - $60K/yr

Part-time

Re-posted 29 days ago

Job description

Intro

We're an independent financial services agency focused on retirement strategies, and we're expanding our remote client services team. This is a training-provided opportunity to build a long-term career in financial services, no prior experience required.


About the Role

Your day-to-day is client conversations. You'll meet with clients virtually to talk through their financial goals, help them understand basic financial concepts, review available solutions, and support them in taking the next steps. This is relationship work, not a call center and not cold-calling a purchased lead list, you'll be trained on how we develop client relationships from day one.

Every new team member starts on the same path: complete your state life insurance licensing (we provide structured guidance and exam prep support throughout), then move into our training program where you'll learn alongside experienced team members before running client conversations on your own.


Responsibilities
  • Meet with clients virtually to review their financial goals and needs
  • Provide education on basic financial concepts and available solutions
  • Assist clients with implementing appropriate financial strategies
  • Maintain ongoing communication and follow-up with clients
  • Participate in training and development sessions
  • Work with team members to ensure a high level of client service
What We Provide
  • Structured training program -- no prior financial experience required
  • Licensing exam preparation support and guidance through the entire licensing process
  • Fully remote work structure with a flexible schedule
  • Mentorship from experienced team members
  • A defined leadership development track -- advancement based on performance
  • Uncapped, performance-based earning potential
Requirements
  • Must be 18 or older, authorized to work in the United States, and currently residing in the U.S.
  • Able to pass a standard background check (required for licensing)
  • Willing to obtain a state life insurance license -- licensing costs are your responsibility, and the license belongs to you personally, not to us
  • Reliable computer, internet connection, and a quiet space to meet with clients virtually
  • Strong communication and interpersonal skills
  • Self-motivated, coachable, and willing to complete our training program