Client Service Representative Jobs in USA

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...

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...

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...

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...

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 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 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 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...

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...

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...

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...

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...

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...

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...

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...

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...