Client Service Representative Jobs in USA

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...

Overview:Guidepoints Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoints service offerings helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our tea...

This position will directly support banks clients internal and external to accurately process transaction requests which will require strong written and verbal communication. A broad knowledge of products and services that the bank offers is required. **This position will work onsite in our Balla...

Veterinary Assistant / Client Service CoordinatorSheridan Pet Care Sheridan WYEvery pet has a story and we want to be a part of it.Sheridan Pet Care is not just another veterinary clinic! We are a bond-centered relationship-based practice built on connection compassion and community impact.We are s...

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...

Overview:Guidepoints Client Service teams are passionate about expanding our reach with both new and existing clients. We support all of Guidepoints service offerings helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our tea...

DescriptionStep into a pivotal role at JPMorganChase where your expertise in client service management will shape the future of our operations. Youll have the opportunity to grow your career while making a significant impact on our business. Join a team that values innovation collaboration and conti...

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; 8:30AM - 5:30PMWhere Great Service Meets Seamless OperationsThe Client Services Asso...

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...

The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential clients. This allows us to provide full-service offerings to our customers who a...

ABOUT HUB:In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds largest insurance brokers our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advo...

About the RoleResponsible for all on-site business activities for a specifically assigned customer account. Responsibilities include maintaining compliance with established standards and policies for the operation managing and developing site human resources as well as meeting site financial goals....

Director of IP Client ServiceCooley is seeking a Director of IP Client Service to join Cooleys IP Team.About Cooley: Cooley is a global law firm with an expansive practice and more than 3000 employees and partners worldwide. We value and celebrate diverse perspectives and strive to create a workplac...

About UsWellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of pr...

Administrative Assistant / Client Service CoordinatorGuideWorth AdvisorsWilliston Vermont In-Office Full-TimeGuideWorth Advisors a Private Wealth Advisory Practice of Ameriprise Financial is seeking a full-time Administrative Assistant / Client Service Coordinator to join our dynamic and growing t...

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...