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Financial Client Services Jobs (NOW HIRING)

Triumph Financial

Client Services Associate

Savanna, 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

Savanna, IL

$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

Milan, 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

Milan, IL

$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

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

Milan, 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 ...

F&M Bank

Client Services Associate

Kannapolis, NC · On-site

Provide day-to-day administrative support to Sr. Client Services Associate and Financial Advisor. * Answer phones, greet clients, and assist with general office coordination and lobby management.

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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 Jun 9, 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.

Director, Client Services

AmTrust Financial Services, Inc.

Southington, CT • On-site

Full-time

Posted 19 days ago

Job description

We are seeking a skilled Director, Client Services, to drive growth and development across all the Client Services teams. This position will report to the SVP, Client Services and partner with the AVP, Client Experience, Client Services Analytics Manager, AVP, Agency Services and VP Risk Control. The Director supports the Client Services team to drive efficiency, accuracy, and client centricity in all client services processes. The director will also lead improvements in audit, access and staffing. The director will work in collaboration with the Client Services team to implement strategy, drive data integrity, optimize services and ensure operational process and policies are in place. This position offers the opportunity to shape operational excellence and enhance the client experience by leading impactful initiatives and supporting a culture of continuous improvement.


1. Manages CXA team, National Access Lead and the National Audit Lead.

2. Supports strategic initiative growth in Agency Services and Risk Control

3. Direct, plan, and implement strategic initiatives to support client experience goals.

4. Ensure optimal resource utilization to meet client expectations.

5. Manage the effective implementation of new systems and optimize the use of existing technologies.

6. Document customer journey to identify opportunities for improved client experience.

7. Salesforce Management and Optimization for Client experience assistants.

8. Identify, track and drive Salesforce enhancements and fixes.

9. Coordinate across departments to achieve alignment and progress.

10. Supervise the Client Experience Assistant team, continuously enhancing workflows to drive efficiency and improve team processes.

11. Data Integrity: Maintain data integrity across multiple platforms and documents to ensure accuracy and consistency.

12. Review activities, costs, and operations to measure progress toward goals.

13. Propose innovative, programmatic changes based on assessments to enhance efficiency and consistency.

14. Salesforce Management and Optimization for Client experience in partnership with sales.

15. Support CX leadership to develop salesforce reporting and scorecards.

16. Manage communication and updates on process workflow documents.

17. Develop and manage workflows for the Large Loss Notice process.

18. Project Management: Track initiatives and manage multiple projects to support operational goals.

19. Coordinate across departments to achieve alignment and progress.

20. Identify opportunities to leverage resources across the division and enterprise, addressing operational challenges and maximizing opportunities


• Proven experience in operations management, preferably within insurance, claims, or a related industry.

• Strong project management skills, with a record of delivering results in a dynamic environment.

• Understanding of Salesforce or similar CRM platforms.

• Understanding of Agency appointment and due diligence process.

• Understanding of Risk Control capabilities.

• Ability to develop workflows, streamline processes, and manage data integrity across platforms.

• Experience with writing and implementing program level policy and procedures.

• Ability to interact collaboratively and work effectively with a multi-functional team and throughout the organization; fosters an environment of shared responsibility and accountability.

• Strong leadership skills, with experience managing cross-functional teams.

• Analytical mindset with a focus on identifying efficiencies and implementing improvements


Apply