Service Client Jobs in USA

About the RoleResponsible for all on-site business activities for a specifically assigned customer account. Responsibilities include maintaining compliance with established standards and policies for the operation managing and developing site human resources as well as meeting site financial goals....

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...

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...

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 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...

The position is an all-encompassing role which requires the teammate to deliver best in class client experience sales/service solutions as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively communicating a clear understanding...

About the RoleAdvanced proficiency in site operations and procedures with strong communication skills and the ability to receive and address client concerns in an effective and timely manner.Your ImpactMain Responsibilities:- Promptly informs supervisor of potential problems or customer concerns.- P...

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...

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...

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 Service RepresentativeFirm: Rosewood Wealth ManagementLocation: Hillsborough NCOverview: Rosewood Wealth Management is a fast-growing financial planning firm in Hillsborough NC that prides itself on delivering an outstanding client experience from the very first interaction. We are...

Position: Client Services RepresentativeFirm: Richard W. Paul & AssociatesLocation: Novi MIOverview: Richard W. Paul & Associates a leading financial services firm based in Novi MI is seeking a dedicated Client Services Representativeto join our team. The Client Services Representative plays a key r...