Client Service Representative Jobs in USA

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

Full-timeDescriptionFor over 75 years the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today our family-owned company has a worldwide online presence two state-of-the-art design studios60000 square feet in Boston and 12000 square feet in New York...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth m...

We are looking for a Client Service Manager to drive sales and revenue growth by building strong relationships with clients in the Raleigh NC area. This is an exciting opportunity to join a growing team with a focus on customer satisfaction and business growth.Location: Roebuck SC 29376Pay: $65000-...

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...

Client Service AssociateLocation: Grapevine TXFull-Time In-OfficePosition OverviewLifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial seeking a Client Service Associate to support a collaborative wealth management team by assisting with client meeting preparat...

Client Service SpecialistLocation: 203A Log Canoe Circle Stevensville MD 21666-2128Work Hours: 8:00 AM to 5:00 PM Monday through FridayHourly Rate: $21.00 - $26.00/hrHydrasearch is looking for a Client Service Specialist to join our team in Stevensville MD! The Client Service Specialist will provide...

Primary ResponsibilitiesFrequent custodian interaction & paperwork processing.Process account openings funding deposit electronic checks money movements process tasks with Custodians.Schedule client meetings.Basic preparation and follow-up for client meetings.Prepare client forms and financial repor...

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 Manager Client Service. The Manager Client Service leads the delivery of a high-quality consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership wit...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

Company:MarshDescription:Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies.Prepare financial statements in an accurate and timely manner including supplemental financial information required by the client.Ability to manage complex clie...

Application Deadline:05/21/2026Address:503 N. Washington StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigne...

Position SummaryFocus Partners Wealth is seeking a Manager Client Service. The Manager Client Service leads the delivery of a high-quality consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership wit...

Client Service Associate GP Fund SolutionsAs an Client Service Associate GPFS youll play a key role in delivering exceptional services and building lasting investor relationships.Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US UK and EU. We offer a col...

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...

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the st...

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...

Job DescriptionClient Service ManagerJob SummarySeeking a detail-oriented and client-focused Client Service Manager to join a Financial Services division. This role is critical in maintaining strong client relationships ensuring operational accuracy and proactively managing day-to-day activities to...