Client Service Jobs in USA

Job Description SummaryUnder direct supervision uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a va...

Would you like to take ownership in a dynamic high-growth business that truly walks the talkOswald Companies seeks goal-driven professionals ready to take their career to the next level.Job Summary: Responsible to provide internal support to an account management team for an assigned book of busines...

POSITION SUMMARY:Responsibilities:Gain industry and organizational knowledge through daily business interactions and job assignments.Develop business financial and analytical skills needed for career in global wealth management and financial services.Provide marketing and sales support to branches a...

Job Description:The Role The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients assets with Fidelity. You will work within a Service Team environment based on a service tier which consists of dedicated lines of businesses and client service...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client first mindset a...

POSITION SUMMARY:Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily regular interactions with clients individuals in this role build trusted with a client first mindset a successfu...

Who is VetEvolveVetEvolve is a network of veterinary practices built to support the people delivering care and the practices they lead. We combine clinical insight with operational strength to give our teams the support tools and structure they need to thrive without losing what makes each practice...

Compassionate and adaptable Client Service Representative experienced in supporting fast-paced veterinary and emergency care environments during high-volume weekend operations. Skilled in client communication emergency intake scheduling coordination financial processing and medical documentation. Kn...

Would you like to take ownership in a dynamic high-growth business that truly walks the talkOswald Companies seeks goal-driven professionals ready to take their career to the next level.JOB PURPOSEResponsible to provide internal support to an account management team for an assigned book of business;...

Job Description SummaryUnder direct supervision uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a va...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

About the RoleResponsible for prompt delivery of various on-site work assignments providing customer service and ultimately customer satisfaction.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- Promptly reviews and responds to management an...

Working/Functional TitleVDL Client Service Center SupervisorPosition SummarySupervise the functions of the Client Service Center (CSC) of the Michigan State university Veterinary Diagnostic Laboratory (MSU VDL).Manage workload of 6 support staff members and 1 temporary/on-call employee who are answe...

POSITION SUMMARY:Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients individuals in this role build trusted relationships. Leading with a client firs...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

Job Description SummaryUnder limited supervision supports the development and overall growth of the financial advisor/teams practice which may include facilitating revenue growth by increasing in-house sales and client base improving productivity and/or monitoring and controlling expenses. Uses know...

Job Description SummarySupports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone email in-person virtual) as well as the ability to organize manage and track multiple detail...

Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated detail oriented and creative problem solver to join our gro...