Client Service Representative Jobs in USA

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....

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...

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...

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 Specialist to join our growing Boston-based team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning delivering personalized advice aligned with...

SummaryHeart of the Valley Wealth Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Heart of the Valley Wealth Advisors helps our clients analyze their current situation develop in-d...

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...

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...

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...

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...

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 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...

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 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 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...

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...