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Institutional Client Service Jobs (NOW HIRING)

CAPTRUST

Institutional Client Management Associate

Tampa, FL · On-site

$13.25 - $18.25/hr

Institutional Client Management Associate (Cma) CAPTRUST is seeking an Institutional Client ... Deliver exceptional service and become a trusted partner to the Financial Advisor Service Team in ...

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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.
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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 Operations Analyst

Institutional Client Operations Analyst

Fisher Investments

Gresham, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

Job description

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more!


The Opportunity:

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets.


The Day-to-Day:

  • Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions
  • Subject matter expert as it relates to international institutional funds and separately managed accounts
  • Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests
  • Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors
  • Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations
  • Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams
  • Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements
  • Communicate detailed international institutional investor account information to senior members of the Company
  • Aid the Institutional Client Operations Team Leader with the ongoing development of the team

Your Qualifications:

  • Bachelor's degree or equivalent combination of education/experience
  • At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful
  • Familiar with securities, financial markets and institutional account types
  • Excellent communication skills and experience with customer/client service
  • Project management experience, ability to adjust workload based on priority, and passion with process improvements
  • Responsible, accountable, detail-oriented and internally motivated

Compensation:

  • $65,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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