Client Service Representative Jobs in USA

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....

We are an established women-owned and women-led wealth management firm based in Rochester New York with approximately $140 Million in assets under management. Specializing in retirement income planning and comprehensive wealth management we work hand in hand with our clients to create sustainable in...

Job DescriptionBryn Mawr Trust a WSFS Company provides locally managed and collaborative wealth management solutions including a broad array of planning and advisory services investment management trust and estate planning brokerage and investment services to individual corporate and institutional c...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 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...

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...

Full-timeDescriptionFor over 75 years the dedicated team at Winston Flowers has been committed to fostering excellence in everything we do. Today our family-owned company has a worldwide online presence two state-of-the-art design studios60000 square feet in Boston and 12000 square feet in New York...

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...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals companies and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth m...