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Client Services Advisor Jobs Near Me

The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...

The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by ... Strong client centric focus. * Proven ability to work as a collaborative team member. * Ability to ...

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Client Services Advisor information

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How much do client services advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client services advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.
What cities are hiring for Client Services Advisor jobs? Cities with the most Client Services Advisor job openings:
What states have the most Client Services Advisor jobs? States with the most job openings for Client Services Advisor jobs include:
Who are the top companies hiring for Client Services Advisor jobs? The top 10 employers for Client Services Advisor jobs are:
A map of the United States highlighting the number of Client Services Advisor job openings by state according to ZipRecruiter. The image is accompanied by a detailed chart listing the number of Client Services Advisor job openings in each state, with California having the most at 2 and Alaska the least at 0.

Client Services Specialist

EmVision Capital Advisors

Dublin, OH • On-site

$16 - $21.25/hr

Full-time

Posted 10 days ago


Job description

Are you someone who thrives in a fast-paced and dynamic team-based environment? Do you love to learn and want to be surrounded by teammates that support your own career development and achievements? If so, then EmVision Capital Advisors would love to meet you and discuss our Client Service Specialist role in Dublin,

Ohio. The Client Services Specialist must be able to establish and maintain solid working relationships with advisors/clients with an enthusiastic commitment to serving and caring for other people. EmVision Capital Advisors is a rapidly growing wealth management practice focused on EmPowering our clients to plan for their desired future.

POSITION OVERVIEW

The Client Service Specialist will work with internal service partners on meeting client needs associated with our growing client base. The Specialist will also have the opportunity to develop the skillset and approach needed for advancement to an advisor position or even a project manager role. The duties and responsibilities of this position are required to be performed in the physical location of the office.

POSITION RESPONSIBILITIES

  • Work with clients to facilitate paperwork initiation, follow-up and completion
  • Answer phones and service or route the caller efficiently
  • Make phone calls to check-in with clients for status updates at the direction of the partners
  • Assist with the coordination of client appreciation events and Advisor Roundtable Meetings
  • Work with internal service partners on meeting client needs
  • Attend meetings as directed

POSITION QUALIFICATIONS

  • Strong attention to detail with the ability to work independently while embracing team collaboration
  • Ability to manage multiple projects at once with consistent follow-through
  • Displays exemplary professional communication skills, verbal and written
  • Commitment to provide high-quality work both to internal and external partners
  • Must be professional, courteous and dependable
  • Strong interpersonal and relationship building skills
  • Demonstrate superior customer service at all times