Client Service Representative Jobs in USA

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...

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...