ZipRecruiter

Log In

1

Institutional Client Service Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsInstitutional Client Service Jobs

Institutional Client Service information

See salary details

$11

$24

$42

How much do institutional client service jobs pay per hour?

As of Jun 23, 2026, the average hourly pay for institutional client service in the United States is $24.29, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $27.88 per hour, depending on experience, location, and employer.

What is institutional client service?

Institutional client service refers to the support and relationship management provided to large organizations such as pension funds, endowments, insurance companies, and other institutional investors. Professionals in this role ensure clients' needs are met by addressing inquiries, providing market updates, and facilitating transactions. They often work closely with sales, portfolio management, and operations teams to deliver a high level of service and maintain strong client relationships. Institutional client service is crucial for retaining clients and supporting the overall growth of financial firms.

What job makes $10,000 a month without a degree?

In the field of institutional client service, high earnings can be achieved through roles such as senior client managers or financial advisors, especially with extensive experience and strong client relationships. These positions often require excellent communication skills, industry knowledge, and certifications like the Series 7 or Series 63, but may not require a traditional college degree. Compensation varies based on performance, client portfolio size, and firm structure.

What is the difference between Institutional Client Service vs Investment Analyst?

AspectInstitutional Client ServiceInvestment Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA), client management skillsBachelor's or master's degree in finance/economics, CFA often preferred
Work EnvironmentClient-facing, collaborative, fast-pacedResearch-focused, analytical, data-driven
Employer & Industry UsageAsset management firms, banks, financial institutionsInvestment firms, asset managers, research departments
Common Search & Comparison IntentUnderstanding client service roles in financeAnalyzing investment strategies and market data

Institutional Client Service focuses on managing relationships with institutional clients, providing tailored solutions and support. Investment Analysts primarily analyze market data and investment opportunities to inform portfolio decisions. While both roles require finance knowledge and certifications like the CFA, their core functions differ: client interaction versus research and analysis.

What is the highest paying customer service job?

In the context of institutional client service roles, senior positions such as Client Service Directors or Relationship Managers often have the highest salaries, especially in finance or investment firms. These roles typically require extensive experience, strong industry knowledge, and advanced certifications, and they can offer six-figure compensation packages depending on the organization and location.

What are some common challenges faced by professionals in Institutional Client Service roles, and how can they be managed?

Professionals in Institutional Client Service often manage complex client relationships, balancing the diverse needs of large organizations such as pension funds, endowments, or insurance companies. Common challenges include handling high volumes of client requests, navigating tight deadlines, and responding to evolving market or regulatory demands. Success in this role requires strong organizational skills, proactive communication, and close collaboration with internal teams such as portfolio managers, compliance, and operations. Developing a deep understanding of each client's unique objectives and establishing clear, consistent communication channels can help manage expectations and build lasting relationships.

What jobs in the US pay 300,000 a year?

In the field of institutional client service, senior roles such as senior relationship managers, investment directors, or senior financial advisors can earn $300,000 or more annually, especially with bonuses and commissions. These positions typically require extensive experience, strong client management skills, and relevant certifications like CFA or CFP. Compensation varies based on firm size, location, and individual performance.

What are the key skills and qualifications needed to thrive as an Institutional Client Service professional, and why are they important?

To thrive as an Institutional Client Service professional, you need strong financial knowledge, analytical skills, and a relevant degree in finance, business, or economics. Familiarity with portfolio management systems, CRM platforms, and financial data tools like Bloomberg or FactSet is typically required. Exceptional communication, relationship management, and problem-solving abilities help professionals build trust and respond proactively to client needs. These skills are crucial for delivering high-quality service, retaining institutional clients, and supporting complex investment solutions.

Is client service a good career?

A career in client service, such as institutional client service, involves managing relationships with clients, providing support, and ensuring satisfaction. It requires strong communication, problem-solving skills, and often familiarity with financial products or services; it can offer opportunities for advancement and skill development in a professional environment.
More about Institutional Client Service jobs
What cities are hiring for Institutional Client Service jobs? Cities with the most Institutional Client Service job openings:
What states have the most Institutional Client Service jobs? States with the most job openings for Institutional Client Service jobs include:
What job categories do people searching Institutional Client Service jobs look for? The top searched job categories for Institutional Client Service jobs are:
Institutional Client Service jobs near you
Infographic showing various Institutional Client Service job openings in the United States as of June 2026, with employment types broken down into 5% Locum Tenens, 5% As Needed, 33% Full Time, 52% Part Time, and 5% Temporary. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $50,519 per year, or $24.3 per hour.
Institutional Client Service Associate

Institutional Client Service Associate

Procyon

Shelton, CT • On-site

Other

Posted 10 days ago

Job description

Institutional Client Service Associate

WHO WE ARE

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $9 Billion of client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are:


Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.


Firm Priorities

  • Growth We are committed to growth
  • Efficiency We desire to run the firm as efficiently as possible.
  • Exceptional Outcomes We want all our clients and team members to have them.


OVERVIEW

Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm’s institutional clients. This role supports the coordination and execution of operational elements across both new and existing client relationships, helping to ensure consistency, accuracy, and a seamless client experience. Working collaboratively with advisors and third-party platforms, the Associate serves as a key liaison in facilitating client service, onboarding, and ongoing account support. The ideal candidate is highly organized, service-oriented, and an effective communicator who can work both independently and as part of a team to support client needs and operational excellence.


QUALIFICATIONS

  • 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
  • Knowledge of relevant platforms
  • Custodians Charles Schwab and Fidelity
  • CRM Salesforce
  • Performance Reporting Black Diamond
  • MPI Stylus Morningstar
  • RPAG Fi360
  • Capable of independent work and self managing projects
  • Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
  • Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors.
  • Strong work ethic, self-motivated, and goal oriented.
  • Foundational understanding of RIA compliance requirements


JOB DESCRIPTION

This position will be working under the direct supervision of Procyon’s Director of IC Operations-Terry Crawford. The IC CSA will support the Firm in the following ways:

Client Service

  • Serve as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-ups
  • Coordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolution
  • Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners

Operations

  • Support onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation
  • Maintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standards
  • Execute operational workflows including billing, investment changes, and coordination with custodians and third-party providers

Projects and Processes

  • Manage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation
  • Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination
  • Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives


WHY PROCYON

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.


Location: In Person or Remote

Travel: Up to 10% of the time between office and event locations

Full / Part-time: Full Time

Hours Per Week: 40 hours, minimum

Hours: 8:30am-5pm

Salary: $75-90k + Bonus


Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

Apply