Client Service - 16,160+ job offers

SCB Development is hiring a Client Service Associate to join our team in Camarillo, representing Verizon in a full-time, in-person role. The Client Service Associate position focuses on delivering exceptional customer service while supporting new customer enrollments through face-to-face interaction

Our partner, Cheaha Wealth Management, is seeking a Client Service Associate to join our team and partner with our Financial Advisors in delivering exceptional service to our clients. This role is essential in creating operational efficiencies, ensuring seamless client experiences, and supporting th

*Job Overview** The **Client Service Associate** plays a critical role in ensuring new clients have a seamless and efficient introduction to Ellis Financial Planning. This role involves guiding clients through the initial setup and transferring processes, addressing questions, ensuring proper docume

CLIENT SERVICE ASSOCIATE Location: Richmond, VA Department: Retail Sales OVERVIEW: Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Retail Sales team. This full-time, hourly position will either: 1) Support a dedicated team of advisors on a day-to-da

Company Description Giardini Consulting Group is a boutique employee benefits consulting firm focused on designing customized, cost-effective health and welfare programs for employers. We partner closely with our clients to deliver thoughtful plan design, strong underwriting insight, and a high leve

At Entertainment Travel Associates, we specialize in providing exceptional travel experiences tailored to our clients’ unique needs. Based in Tampa, FL, our team is dedicated to delivering seamless service, unforgettable journeys, and a commitment to excellence in the travel and entertainment indust

We are seeking a highly organized and detail oriented Client Service Associate to join our team and contribute to our ongoing success as we support our clients. This position is intentionally designed for someone who enjoys working directly with clients and supporting the advisory relationship, but

Our client is seeking a *Client Service Associate.** The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with day-to-day client service needs. This is an onsite position based in Fairfield County, CT. *Client S

*Client Service Representative (CSR)** The Client Service Representative is responsible for: Assisting in taking all incoming client calls, recognizing that this is where the client will form their first impression of the company. **Good communication** with the client is **essential!** Make sure th

*PalAmerican Security - Client Service Manager** Are you passionate about ensuring top-notch security services and client satisfaction? Do you thrive in a role where you oversee security contracts and lead a team to deliver exceptional results? PalAmerican Security, a leading protective and security

*Position Overview** We are seeking a professional, polished, and highly organized **Client Service Coordinator** to serve as the front-of-house presence for our growing wealth management firm. This role is the first point of contact for our clients — in person and over the phone — and plays a criti

Description We are seeking a **Client Service Associate** at our downtown Cleveland, Ohio wealth management firm. This position serves as a primary and/or secondary point of contact for clients, supports Financial Advisors, and ensures the smooth execution of all operational and administrative activ

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News* recently announced JMG as Best Places to Work for Financial Advi

Position Client Service Associate Job Code-5523 req5760 Vinings Full Time Job Description Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and

*Client Service Associate** *Reports to:** SVP of Custodial Operations *Status**: Exempt Hybrid We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in en

Position is remote but must be located in Austin, Texas. Compensation : $85,000 + Uncapped Bonuses This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer. If you want to accelerate your career in financial planning, wealth management, and RIA operations , this i

We are looking for a passionate and talented client service associate to join our dynamic team and make a tangible difference in the success of our clients. The client service associate is responsible for creating client deliverables and working with consultants to create an overall excellent client

*Job Number:** 31787 *Salary:** Up to 85K DOE *Industry:** Financial Services *Must Haves** 3+ years of experience in a Client Service Associate or similar role Series 65 or 66 highly preferred Experience with Salesforce or similar CRM experience highly preferred Charles Schwab experience preferred

*Job Description** Bryn 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 ins

Farm Bureau Financial Services in Louisburg needs a client service manager superstar. Someone who is a community builder, who likes people, has great phone manners and can carry a conversation. You must be comfortable picking up the phone and calling existing clients. Sometimes those calls will be t