Client Service Representative Jobs in USA

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...

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...

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...

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...

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...

Application Deadline:05/28/2026Address:790 N Water StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assig...

SummaryThis position provides administrative support to Financial Synergy Group. This role is critical to our member experience and requires a friendly upbeat demeanor. The incumbent supports the daily operations of the practice including but not limited to: answering the phones meeting/greeting 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...

Master Plan Investment Group is a growing financial planning and investment management firm located in Hopewell NJ. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you...

SummaryThis position provides support to Dakota Valley Associates Jeremy Moe. Were looking for a service-driven professional to provide administrative support to our financial advisors and clients. This role involves managing client inquiries supporting daily operations and ensuring smooth communic...

Application Deadline:05/21/2026Address:151 W 42nd StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assign...

Client Service SpecialistMarblestone Wealth A Private Wealth Advisory Practice of Ameriprise FinancialLocation: In-Office Colchester VT Employment Type: Full-timeAbout the RoleMarblestone Wealth is seeking a detail-oriented and client-focused Client Service Specialist to join our growing wealth ma...