Client Service Representative Jobs in USA

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...

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 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 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...

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...

DescriptionAt J.P. Morgan (JPM) we are committed to delivering exceptional client service. As a Client Service Manager Associate in Securities Services you will support and work on initiatives to help drive client satisfaction.As a Client Service Manager (CSM) in Securities Services you will join t...

About InvescoAs one of the worlds leading independent global investment firms Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities we provide a wide range of investment strategies and vehicles to our...

Guiding Financial is a boutique RIA based in Austin TX operating as a quasifamily office for ultrahigh-net-worth families. We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning including tax estate cash flow risk management and phi...

Job Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor Client Services Manager or equivalent leadership.Typical Work Schedule: Mondays to Fridays; 8:00AM - 5:00PMWhere Great Service Meets Seamless OperationsThe Client Services Asso...

Peapack Private Bank & Trust is a well-recognized high-performing boutique bank and a leader in wealth lending and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish maintain and grow their legacy through an innovative approach to...

SummaryThis position provides licensed administrative support to an experienced team of Financial Advisors. This position serves as a resource to Financial Advisors and client/members in handling researching and communicating inquiries regarding their accounts and supports the daily operations of th...

The Client Service Associate - Operations provides operational support to our Wealth Managers and/or Principals providing services for 100 to 200 clients. The Client Associate is a key member of the service team for each client and serves as the liaison that facilitates the relationship between the...

Nardis Advisors is a growing independent financial advisory firm founded in 2009 and we are seeking a Permanently Remote Operations and Client Service Managerwho takes ownership drives execution and ensures that both tasksand peoplemove forward.This is a hands-on role at the center of the firm. Youl...

Application Deadline:05/30/2026Address:180 Montgomery St.Job 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 assigned port...

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...

The Institutional Client Service Associate (CSA) is a client service role supporting the North America institutional business. The CSA partners closely with Client Service Advisors Insurance Client Advisors the broader Client Service team and portfolio management and resources across the firm (opera...

About the Role:Grade Level (for internal use):08The Team:As part of the Limited Partner Market Data Services (LP MDS) team you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions utilizing consist...

Peapack Private Bank & Trust is a well-recognized high-performing boutique bank and a leader in wealth lending and deposit solutions. We provide a broad range of sought-after products and services designed to help our clients establish maintain and grow their legacy through an innovative approach to...

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...

Overview:Guidepoints Client Service team connects leading consultancies with the subject-matter experts they need to make informed business decisions. By understanding each clients specific research needs and delivering targeted expert matches often within hours the team plays a critical role in pro...