Service Client Jobs in USA

POSITION SUMMARY 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 clien...

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...

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

Job Description SummaryJob 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 Client Service Associate who is a motivated detail oriented and creative problem solver to...

POSITION SUMMARYClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Thi...

Essential Job FunctionsResponds to orders general client inquiries invoice questions and client complaints.Records consistent problem areasResolves issues with orders delivery dates or service.Resolves the clients complaint; determining the cause of the problem; selecting and explaining the best sol...

POSITION SUMMARYClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. Thi...

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...

Apogee Architectural MetalsThe Client Services Representative acts as the primary contact for clients and prepares client orders to be used by manufacturing for high volume clients or complex orders. The essential duties outlined below may vary based on location or brand. Key ResponsibilitiesOrderin...

Animal Wellness Center Crozet VAAt Animal Wellness Center were dedicated to providing compassionate high-quality veterinary care for pets and the people who love them. Our close-knit team takes pride in creating a welcoming supportive environment where clients feel cared for and every patient recei...

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....

Introducing Morgan Stanley at Work:We know a lot about investing and are certain theres no better investment a company can make than in its employees. People dont just drive a company; they are the company. So when people work at their best companies do too.Morgan Stanley at Work a division of Morga...

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...

Application Deadline:07/14/2026Address:151 W 42nd StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portf...

Make money! Make a Difference! We offer a base salary and a consistent schedule that enables you to have an excellent work-life balance. We also provide an extensive training program on all our hair loss solutions. New management believes in the power of hair and how it makes people feel happy secur...

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 SummaryMcLinden Financial is a diverse team united behind our clients goals. We believe in hard work integrity and a collaborative approach to each day. We are seeking a Client Service Associate with shared values to join our team.The ideal candidate is detail-oriented professional a...

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...

The Registered Funds Team provides accounting pricing and reconciliation services for our mutual fund and collective trust clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our...

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...