Client Service Jobs in USA

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Talented te...

Position Type:Elementary School Certified/Media SpecialistDate Posted:2/5/2026Location:Myrtle Beach Early Childhood Closing Date: 02/19/2026Job Title:Library Information/Media SpecialistSupervisor:PrincipalTerms of Employment: 190 DaysJob SummaryThe library information specialist is responsible for...

CCSD MEDIA SPECIALIST JOB DESCRIPTIONJob Title: Media SpecialistFunction: To develop implement and maintain integrated information technology programs and services to ensure that students and staff are effective users of ideas and information.Qualifications: Valid South Carolina teaching certificate...

ATTENTION MILITARY AFFILIATED JOB SEEKERS- Our organization works with partner companies to source qualified talent for their open roles. The following position is available toVeterans Transitioning Military National Guard and Reserve Members Military Spouses Wounded Warriors and their Caregivers. I...

ATTENTION MILITARY AFFILIATED JOB SEEKERS- Our organization works with partner companies to source qualified talent for their open roles. The following position is available toVeterans Transitioning Military National Guard and Reserve Members Military Spouses Wounded Warriors and their Caregivers. I...

Job DescriptionWould you like to own a meaningful financial services practice under the Allstate brandScale your existing practice with proven support flexibility and access to new customers. Were looking for professionals with a growing practice who would like to use the Allstate brand and resource...

DescriptionStep into a role where your expertise shapes the future of client service and risk management. As a Document Specialist in our Private Banking Credit Middle Office Closing Team youll play a critical part in executing complex credit transactions for high net worth clients. This is your opp...

DescriptionAs a Partnership Tax Senior Associate youll perform compliance for complex tax returns and provide tax consulting services for your individual trust partnership and S corporation clients all with the resources environment and support to help you excel. Youll collaborate with the Partners...

About the Role:Be responsible for the client service & marketing functions of the branch following a wealth management or portfolio management business approach including any operational functions necessary to meet client service requirements. This highly visible position requires a polished profess...

Senior Executive Assistant to the CEOFull-Time In-Person Compensation: $90000 $130000 per yearLocation: On-site (in person) Bozeman MTAbout UsShore to Summit Wealth Management LLC located in Bozeman Montana is a rapidly growing wealth management partnership dedicated to helping high-net-worth fami...

POSITION SUMMARYWealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ team...

HERS is seeking a Sr. Account Manager to join a growing Pharmacy MTM team. The position is 100% remote with minimal travel. A Senior Account Manager is responsible and accountable for managing and retaining a base of assigned high priority complex clients and providing strategic consultation in supp...

POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ tea...

ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking securities wealth management and investment management services. With offices in more than 41 countries the Firms employees serve clients worldwide including corporations gover...

DescriptionAs the Partnership Tax Manager youll conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients all with the resources environment and support to help you excel. Youll collaborate with the Partnership Tax team and make re...

Consulting Group Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team insupporting FA/PWA/team this role will focus on assisting in areas such as digital marketing port...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

The Legal Assistant at Modern Law plays a vital role in supporting attorneys and clients through the family law process by providing exceptional administrative and client service support. This position is responsible for managing case-related tasks preparing legal documents maintaining accurate file...

Senior Client Relationship ManagerFull-Time In-Person (Bethesda MD)Compensation: $90000 $130000 per yearAbout UsShore to Summit Wealth Management LLC in Bethesda MD is a financial planning and asset management firm committed to empowering clients through comprehensive wealth management and educati...