Client Service Representative in Stamford, CT

Client Service Representative Job Description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties include:

Resolving client service issues thoroughly and courteously

Helping clients with deposits and withdrawals, transfers, and other account activity

Informing clients about product availability and attributes

Helping to develop client service systems, policies, and procedures

Coordinating with other customer service divisions to drive client satisfaction

Looking for a client service representative or a client service representative job?

Submit your resume or request talent now and our expert recruiters will be with you shortly.

Robert Half can help you with your Client Service Representative staffing needs.

Salary for Client Service Representative in Stamford, CT

72800 - 135200

25th percentile

72800

The candidate is new to the role and building the needed skills, experience and autonomy.

50th percentile

105950

The candidate has the experience to perform core responsibilities without direct supervision and is comfortable with the role’s processes and subject matter.

75th percentile

135200

The candidate delivers value beyond the stated job duties, has advanced qualifications and experience, and is ready for the next career level.

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Director of Operations – Financial Services

167700

205725

241475

Manager of Operations – Financial Services

114400

142025

169000

Banking Operations Specialist

52975

79300

111800

Loan Processor

50050

59800

75400

Loan Administrator

43225

50050

60450

Mortgage Underwriter

79300

97825

128050

Mortgage Processor

41925

52650

71175

Trader/Sales Assistant

68250

83850

97825

Performance Analyst

75400

92625

113425

Explore More Salaries

Explore exclusive insights

Newest Client Service Representative jobs

Search all jobs

Customer Service Representative

Hiring? Start here.

Access millions of skilled contract and permanent candidates at every level from support roles to C-suite, and pinpoint the talent you need using our industry-leading matching technology.

Find your next hire