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Client Service jobs

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SENIOR REGISTERED CLIENT SERVICE ASSOCIATE-NEWPORT BEACH, CA

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

CompanyRaymond James Financial, Inc.
AddressNewport Beach, CA
CategoryEducation/Training
Salary$60.3K - $76.4K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

2 weeks ago seen See more...

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

2 weeks ago seen See more...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

2 weeks ago seen See more...

Client Service Associate

Newedge Capital Group Llc

Franklin, TN

$42.9K - $54.3K a year

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

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Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

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Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

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Client Service Associate - Registered

Stifel Financial

Portsmouth, NH

$44.2K - $55.9K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

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Registered Client Service Associate (Atlanta)

Oppenheimer & Co. Inc.

Atlanta, GA

$43K - $54.4K a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

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Client Service Associate

Cogency Global Inc.

Indianapolis, IN

$38,000 - $42,000 a year

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

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Client Service Executive

Hsbc

United States

Deposit Account Management Custody Account Management Loan Servicing Asset Movement both internally and externally, such as wire transfers and any related wire investigations. Timely/same day response to client inquiries Credit Ca...

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Veterinary Client Service Representative

Austin Urban Veterinary Center

Austin, TX

$29.7K - $37.6K a year

Greets and makes eye contact when entry door opens to offer every client, visitor or associate a warm and professional acknowledgement immediately upon arrival. Demonstrates a friendly smile, good eye contact and approachable deme...

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Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

2 weeks ago seen See more...

Client Services Account Director, Attractions & Destinations

Aka Nyc Limited

New York, NY

$95,000 - $120,000 a year

Serve as the main point of contact for key clients and maintain excellent service standards to ensure client needs and objectives are met. Work with the VP, Head of Arts Institutions and other agency leaders to deliver sound campa...

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Vice-President of Business Development/Client Services

The Morgan Group, Inc

Houston, TX

$148K - $188K a year

Advancement opportunities. Training. Low-cost Medical, Dental, Vision. Flexible Spending Accounts (Medical, Limited Purpose & Dependent Care). Health Savings Account. Voluntary Life Insurance. Long-Term Disability Insurance. Compa...

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Client Service Specialist - Personal Lines Insurance (McGriff Insurance/Hybrid work schedule))

Truist Bank

Little Rock, AR

$42.6K - $53.9K a year

Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Build and mainta...

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Client Service Representative

Crossroads Animal Clinic

Fort Walton Beach, FL

$16 - $18 an hour

401(k). 401(k) 2% match. 401(k) matching. Dental insurance. Employee discount. Vision insurance. 10 hour shift. Day shift. Monday to Friday. No nights. No weekends. Fort Walton Beach, FL 32547: Relocate before starting work (Requi...

2 weeks ago seen See more...

Client Service Representative

Intulse, Ltd.

Lancaster, PA

$49,770 - $57,170 a year

Responsibility: Innate desire to do more than what is expected. Thoroughness: Work with efficiency, completeness, and within reasonable timeframes Dependability: Fulfillment of expectations without excessive oversight Determinatio...

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Client Services Manager

Hera Fine Jewelry

Los Angeles, CA

Commitment in the active work needed to welcome a variety of diverse people and perspectives. Curiosity and an interest in professional growth; we are a small company but growing very quickly, and eager to find team members who wa...

2 weeks ago seen See more...

Client Services Clerk-TACOMA, WA

Quiroga Law Office, Pllc

Tacoma, WA

$25 an hour

Bilingual Spanish/English. Proficient with Microsoft Office and Adobe Acrobat. Able to think on your own and creatively problem solve to come up with solutions. Detail oriented. Able to work in a fast paced environment. Have excep...

2 weeks ago seen See more...

Veterinary Client Service Representative

Guilford Veterinary Hospital, Llp

Guilford, CT

From $17 an hour

401(k). Dental insurance. Employee assistance program. Employee discount. Flexible schedule. Health insurance. Life insurance. Paid time off. Vision insurance. 8 hour shift. In-person. Besides loving animals why would you like to...

2 weeks ago seen See more...

Client Services Specialist

Trane Technologies

West Palm Beach, FL

$39,000 - $70,000 a year

Working with Account Managers creating/maintaining Salesforce dashboards. Focusing on larger customer administrative needs, i.e., municipalities, school districts, etc. Responsible for handling all aspects of the Service Agreement...

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Client Services Representative - Part Time

Eurofins Environment Testing Usa

Cary, NC

$18 an hour

Manage inbound and outbound client communications via phone and/or email in a timely, solutions-oriented manner. Advise walk-in clients about service information and project preparation. Maintain a constant overview of projects in...

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Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

2 weeks ago seen See more...

Client Service Associate

Lpl Financial

Southfield, MI

$22.56 - $33.84 an hour

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors. Answer phones, schedule appointments, and prepare materials for client meetings. Keep client management systems up-to-date with client informa...

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Client Services Executive

Plane Solutions

Eden Prairie, MN

From $65,000 a year

Manage communications between Plane Solutions and client contacts in an accurate, courteous and efficient manner. Maintain highly professional appearance, communications and mannerisms whether in-person, written communications or...

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Client Service Rep (Entry Level CSR)

Burletto, Inc

Naperville, IL

$900 - $1,500 a week

Acquiring and establishing new accounts. Meeting and retaining existing clients. Conduct presentations customized to the needs of the individual. Attending business meetings for product knowledge, training, development, and networ...

2 weeks ago seen See more...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

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Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

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Client Service Associate

Compound

Kansas, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

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Client Service Specialist (Teller)

Bank Ozk

Ellijay, GA

$36.9K - $46.7K a year

Helpful, friendly, approachable, enthusiastic and professional disposition Accurate and efficient productivity Team player approach, capable of thriving in a continually changing environment Critical thinking skills Enthusiastical...

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What are the top cities open Client Service jobs?

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What companies are hiring for Client Service jobs?

The top companies hiring now for Client Service jobs are Akkodis, Auburn University at Montgomery, BNY Mellon, Burletto, Inc, Burletto, Inc, CSC, FASHIONPHILE, Floyd's 99 Barbershop, Galileo, Global Elite, Texas First Bank . Insurance, Wood Dale Barbeque, Worcester Business Services,

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