Client Service Representative Jobs in USA

Primary ResponsibilitiesDeliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.Take ownership of client issues and work towards prompt resolution following through until the matter is fully resolved.Handle all communications between the custodians and...

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...

Primary ResponsibilitiesDeliver accurate and timely service daily to advisors and clients with a one contact resolution mindset.Take ownership of client issues and work towards prompt resolution following through until the matter is fully resolved.Handle all communications between the custodians and...

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...

Parkside Financial Bank & Trust started in 2007 with four professionals and one big goal: to make business banking and wealth management more personal more insightful and more responsive. Today were an independent partner for successful families and privately held businesses bringing together bankin...

Client Services RepresentativeOur well-established financial firm in Harrisburg PA is seeking to add a Client Services Representative to our team! Our ideal team member has experience in the insurance securities or banking industries and has excellent client relationship skills. This position is ide...

Client Services RepresentativeOur well-established financial firm in Harrisburg PA is seeking to add a Client Services Representative to our team! Our ideal team member has experience in the insurance securities or banking industries and has excellent client relationship skills. This position is ide...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency Client Service Specialist Business InsuranceOur not-so-secret sauce.Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent drives our effor...

The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have...

Company:Marsh McLennan AgencyDescription:Marsh McLennan Agency Account Manager Private Client Services (Personal Insurance) Our not-so-secret sauce.Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. The industrys brightest talent...

Position: Client Service AssociateFirm: Curran Financial PartnersLocation: Charleston SCOverview: Our growing financial service firmCurran Financial inCharleston SCis seeking to add a Client Service Associate to our team! The ideal candidate for this role will be someone who has the desire to work i...

Position: Client Service AdministratorFirm: Copper Creek FinancialLocation: Annapolis MDOverview: At Copper Creek Financial based in Annapolis MD we empower clients to maximize their financial potential. As a Client Service Administrator youll deliver high-quality service with excellence care and pr...

BAYADA Home Health Care has an immediate opening for Client Services Manager in Greensboro NC !If you are looking for an exciting career opportunity in a growing industry a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health...

Position: Client Service SpecialistFirm: Mosaic Financial GroupLocation: Tampa FLOverview: Do you have a passion for delivering superior customer service while supporting the essential daily functions of a successful office Mosaic Financial Group in Tampa FL is seeking a Client Service Specialist to...

Position: Client Service SpecialistFirm: Richard W. Paul & AssociatesLocation: Novi MIOverview: Richard W. Paul & Associates a leading financial services firm based in Novi MI is seeking a dedicated Client Service Specialist to join our team. The Client Service Specialist plays a key role in support...

Position: Client Services AdministratorFirm: Main Street AdvisorsLocation: Edmond OKOverview: Main Street Advisors is a dedicated financial planning firm based in Edmond OK. We are dedicated to helping clients achieve their financial goals through comprehensive planning.We are seeking a highly organ...

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! With the option to work from home and enjoy a flexible schedule you can balance your personal and professional life seamlessly while advancing your career.Perks Include:1. Wo...

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! With the option to work from home and enjoy a flexible schedule you can balance your personal and professional life seamlessly while advancing your career.Perks Include:1. Wo...

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! With the option to work from home and enjoy a flexible schedule you can balance your personal and professional life seamlessly while advancing your career.Perks Include:1. Wo...