Client Service Representative Jobs in USA

DescriptionClient Service Representative - Tech I - San Juan Capistrano CA Sunday to Thursday 9:00 AM to 5:30 PMReceiveprioritizeand resolve problems for customers and technical departments. Handle routine manual and interface problems andconcerns.Pay range: $21.38 - $26.04 / hourSalary offers are b...

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23000 employees operating in over 150 countries Xylem is at the forefront of addressing the worlds most...

Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals and exceptional client service is a top priority for us. We are seeking a Client Service As...

Alta Wealth Partners is a growing wealth management firm located in White Plains NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If youd like to join a full-service wealth management team that is dedicated to its clients and be part of a staff that has created a cu...

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing basic reports....

We are an established women-owned and women-led wealth management firm based in Rochester New York with approximately $140 Million in assets under management. Specializing in retirement income planning and comprehensive wealth management we work hand in hand with our clients to create sustainable in...

Job DescriptionBryn Mawr Trust a WSFS Company provides locally managed and collaborative wealth management solutions including a broad array of planning and advisory services investment management trust and estate planning brokerage and investment services to individual corporate and institutional c...

DescriptionJoin our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.As a Client Service Delivery Associate I within JPMorganChase you will play a pivotal role in delivering exceptional customer service and operational support...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...

Application Deadline:05/28/2026Address:1 W Main StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered bywealth advisors and relationship managers. Services relationships in the assigned portfoli...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Full-timeDescriptionMittera is currently seeking Client Service Specialists to join our team! The Client Service Specialist serves as a liaison between our customers and the various areas of expertise across our company. They share customers detailed requirements including design print binding and m...

Position SummaryFocus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to ad...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

Most companies claim to have the best people. We say to them Keep dreaming. Our people are second to none. They set us apart with their entrepreneurial spirit and ambition. They come to us from the likes of Amazon Microsoft Nordstrom Starbucks and the sports world bringing energy bold ideas and a wi...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with each clients go...

About this roleJob DescriptionSeeking talented Client Onboarding and Investment Professional who willbe responsible formanaging the onboarding process for new/existing clients looking toutilizeour suite of investment overlay strategies. This candidate will communicate with Sales Portfolio Management...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...

Position SummaryFocus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth...