Client Service Representative Jobs in USA

The Institutional Custody team provides custody services to large global and domestic institutional clients. Our clients include mutual funds hedge funds alternative investment managers insurance companies municipalities endowments pension plans corporate entities and government investment pools.The...

DescriptionJoin a high-performing team in New York where your expertise in client service will drive impactful change for a leading global asset manager. As a VP Client Service Manager youll be the advocate for our clients ensuring their needs are at the forefront of every decision and delivering be...

Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background an...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background an...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Client Service Director Marketing and Brand PromotionJob SummarySimpson Healthcare an IQVIA Company is an established scientific agency & dedicated partner to clients in the life sciences industry for over20 years. We are actively seeking aClient Service Directorto join our growing team within IQVIA...

At National Bank of Arizona were a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships we pride oursel...

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background an...

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Overview:Guidepoints Client Service team connects leading investment firms consultancies and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each clients specific research needs and delivering targeted expert matches often w...

Overview:Guidepoints Client Service team connects leading investment firms consultancies and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each clients specific research needs and delivering targeted expert matches often w...

About the RoleResponsible for prompt delivery of various on-site work assignments providing customer service and ultimately customer satisfaction.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- Promptly reviews and responds to management an...

At National Bank of Arizona were a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships we pride oursel...

At Vectra Bank were proud to serve the Rocky Mountain region with the strength of a large financial institution and the personal touch of a community bank. Recognized as a Top Workplace we combine deep resources with attentive relationshipdriven service to support families businesses and the communi...

About the RoleAdvanced proficiency in site operations and procedures with ability to assign tasks to colleagues and manage responsibilities within the team.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- Promptly reviews and responds to man...

At National Bank of Arizona were a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships we pride oursel...

At National Bank of Arizona were a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships we pride oursel...

Who We Are:Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881 the Company is engaged in a broad range of activities in the financial services industry including retail securities brokerage institutional sale...

Location:127 Public Square Cleveland OhioJob SummaryReporting to the Head of Key Private Bank the National Director of Service and Sales Support is responsible for leading the national Associate organization that enables client satisfaction growth and sales execution across Key Private Bank (KPB). T...