Client Services Jobs in the United States
Aegon life and investments, Transamerica, World Financial Group
$74300 - $129000
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We are in seeking candidates who are coachable, open minded, has entrepreneurial mindset, live to build a legacy for yourself. They have skills of connecting with people and listen to what a person would need.
First Horizon Bank
Memphis, TN
The FHN Financial Client Services Analyst provides first and second level support such as assistance and problem resolution with desktop systems and applications, file access, password lockouts and resets, file restorations from backup, security issues, permissions, e-mail issues, network connectivity, internet issues, printer issues, workstation support and mobile wireless device support. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Peoples Security Bank & Trust Company
Moosic, PA
Skill(s): Must demonstrate excellent customer service, interpersonal relations and communicative skills; good mathematical skills; time management skills; moderate problem solving and analytical skills; project management skills; moderate PC skills; moderate technical skills including Microsoft Office Excel, Word, One Note and PowerPoint. Utilize full range of Bank products and services to effectively maximize the Bank’s relationship with customers; inform caller of products; refer customers to appropriate sales staff; maintains current knowledge of new products, identify product needs of customer to build relationships.
Larson Wealth Partners, LLC
Minneapolis, MN
This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. Description:Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice.
Liberty Savings Bank FSB
Lakewood Ranch, FL
Works with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the CNA process to cross-sell additional products/services and generate consumer loan activity by completing loan applications. Proficient in technical processing of all phases of the CSR position including transactions, opening/closing responsibilities, opening new accounts such as savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty.
Liberty Savings Bank FSB
Sarasota, FL
Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA’s, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.
VCU Health
Richmond, VA
Licensure, Certification, or Registration Requirements for Hire: Certified as a Medical Technologist (MT) or Medical Laboratory Scientist (MLS) by the American Society for Clinical Pathology (ASCP) or equivalent, or Clinical Laboratory Scientist (CLS) by the National Credentialing Agency (NCA) or equivalent ASCP Specialty or Categorical certification. Bachelor’s Degree in a Biological Science with 5 or more years of on the job training in a hospital health care environment in a specific lab discipline performing high complexity testing in blood banking, chemistry, hematology, microbiology, immunology and clinical microscopy (categorical or generalist certification required).
Jobot
$160000 - $199000
West Palm Beach, FL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. provides a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning.
New York Life
$75000 - $150000
White Plains, NY
As a Financial Services Professional at New York Life, you’ll provide clients with education, strategies, and products to secure their financial future, while building your own rewarding career. This position offers a hybrid work schedule, blending in-office work with community events, networking, and relationship-building.
ZENO Management, Inc.
$45000 - $55000
Milwaukee, WI
As a Client Service Associate you will analyze customer needs and suggest personalized plan adjustments, upgrades, and add-ons that deliver the most value. The Client Service Associate will troubleshoot service challenges and issues, assisting with setup and coordinating advanced support when needed.
Jobot
$150000 - $225000
San Diego, CA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By combining deep industry knowledge with advanced analytics and proprietary tools, we help our partners unlock sustainable growth and protect their brand equity in an ever-evolving digital landscape.
Liberty Consulting and Management
$40000 - $50000
New York, NY
Liberty Consulting and Management, a marketing firm located in New York, is hiring a Client Services Associate to provide professional support for Verizon internet customers. The Client Services Associate will help clients understand their service options, resolve concerns promptly, and maintain a reassuring, customer‑focused approach.
Jobot
$180000 - $225000
Sarasota, FL
Our firm employs hundreds of attorneys who focus on more than a few dozen distinct practice areas, including litigation, construction, financial services, corporate, mergers and acquisitions, securities, hospitality, insurance, real estate, taxation and trusts and estates. The Private Client Services Practice Group works closely with high net worth individuals, family businesses, closely held entities, and charitable organizations to protect, preserve, and transition wealth.
Jobot
$50000 - $60000
Oak Lawn, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Qualifications: Minimum of 2 years' experience in a similar role, such as Client Coordinator, Legal Assistant, Administrative Assistant, Office Assistant, Receptionist, Legal Secretary, or Front Desk Coordinator.
Jobot
$215000 - $290000
Los Angeles, CA
The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Jobot
$60000 - $65000
Lakeland, FL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. CONTACT ME TODAY: https://apply.jobot.com/jobs/client-services-manager-revenue-cycle-enrollment-coordinator/730567955/?utm_source=CareerBuilder.
Jobot
$170000 - $200000
Boston, MA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We offer a supportive, team-oriented environment, leadership that values work-life balance, a family-friendly culture, competitive compensation and benefits, and clear paths for professional growth.
Jobot
$80000 - $100000
Los Angeles, CA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You’ll support leading advisors within a premier firm, handling client service, reporting, and operations for high-net-worth clients — Fast-paced, collaborative environment!
RANR Management
$55000 - $60000
Port Charlotte, FL
RANR Management Group believes that happy clients make for lasting success, so we’re hiring Client Services Representatives for Frontier’s Venice campaign to prove it! The Client Services Representative must be a ‘client-whisperer’ who’s willing to go the extra mile to provide clients with both solutions and smiles.
Jobot
$120000 - $200000
Atlanta, GA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are a Tax Manager with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on….
Jobot
$120000 - $250000
Atlanta, GA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. If you are a Tax Director with at least 5 years of experience within public accounting (or a mix within industry accounting) and a focus on Private Client Services icluding UHNWIs, trust, gifts ,and estates, then please read on….
Jobot
$110000 - $250000
Chicago, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a national CPA firm offering a unique opportunity for Audit professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer!
Indotronix International Corporation
$20 - $23
Atlanta, GA
At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Sinclair Broadcast Group
Cincinnati, OH
The Company owns, operates and/or provides services to 178 television stations in 81 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; multicast networks CHARGE, Comet, ROAR and The Nest. You’ll collaborate with clients and a passionate crew of makers who understand that great storytelling is part emotion, part strategy, and all hustle…all in an effort to deliver a message that meets the needs of our clients, both internal and external.
Jobot
$85000 - $135000
Salem, OR
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Rooted in a people-first, relationship-driven culture, we focus on delivering thoughtful, reliable guidance that helps clients plan, grow, and navigate financial complexity.
A-Line Staffing Solutions LLC
$21.75
Johnston, RI
You will also perform root cause analysis to identify recurring service issues and support process improvements that enhance service levels and the overall client experience. This is a fully onsite role ideal for a customer-focused professional with 5+ years of call center experience , preferably within banking or financial services.
Jobot
$80000 - $100000
Atlanta, GA
We provide technology-enabled wealth management solutions and business services to financial advisory firms, helping them achieve independence, scale operations, and grow through a comprehensive platform of software tools, investment management capabilities, and strategic business services. You will be the first-level application support resource and an operations support specialist (think SME for all software programs and platforms - CRM (salesforce), Schwab custodian etc)) ensuring seamless use of our proprietary platforms, integrated vendor systems, and operational workflows.
Careers Integrated Resources Inc
Franklin, TN
Engages, consults, and educates members based upon the member’s unique needs, preferences and understanding of Healthcare plans, tools, and resources to help guide the members along a clear path to care. • Anticipates agent’s needs and educates agent on various elements of information and available services created to enhance the overall customer service experience with the company (i.e., assistance with agent self-service tools).
First Horizon Bank
Knoxville, TN
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Axelon Services Corporation
Johnston, RI
This role requires strong communication with both external clients and internal teams, along with the ability to analyze recurring service issues, identify root causes, and support process improvements that enhance service levels, reduce operational effort, and improve the overall client experience. Independently handle a wide range of customer requests, including technical, service, and product-related issues.
SBP
New Orleans, LA
Awareness and Sensitivity to the External Environment – Has situational awareness and is aware of the organizations that they represent, including AmeriCorps, the agency and brand, SBP, and the effect of their words and actions on that position; demonstrates savvy in dealing with agencies, volunteers, and donors; is promoting and affirming in conversations about and on behalf of those organizations. The supervisor and AmeriCorps Program Manager will consider factors such as a member’s progress towards completing their service hours and the potential impact the member’s absence may have on program operations when determining time off approvals.
United Way of Connecticut Inc
Rocky Hill, CT
Care4Kids Client Services Representative Location: Rocky Hill, CT (Hybrid after training) | Schedule: 8:00 a.m.???5:00 p.m. Support individuals and families by phone, assisting them in connecting to childcare services and navigating the application process??.
Ethos Veterinary Health
$15 - $18
San Antonio, TX
As the premier network of over 140 specialty and emergency hospitals across North America, Ethos brings together a dedicated community of more than 1,500 specialized doctors providing care for nearly 2 million pets annually. The integrated and collaborative network of veterinary professionals utilize state-of-the-art technology and a scientific, evidence-based approach to deliver compassionate, unparalleled care and rewarding careers.
City National Bank
$37.97 - $60.64
Los Angeles, CA
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGERWHAT IS THE OPPORTUNITY?CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Jobot
$120000 - $140000
Boston, MA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Jobot
$90000 - $110000
Boston, MA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Jobot
$75000 - $85000
Deerfield, IL
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a long-standing public accounting and advisory firm dedicated to providing exceptional tax, audit, and consulting services to individuals and businesses.
Sinclair Broadcast Group
Medford, OR
The Company owns, operates, and/or provides services to 178 television stations in 81 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; multicast networks CHARGE, Comet, ROAR, and The Nest. Whether we’re building campaigns for clients, developing killer creative for digital platforms, or producing memorable branded moments, our content doesn’t just fill space — it makes noise.
Sinclair Broadcast Group
Eugene, OR
The Company owns, operates, and/or provides services to 178 television stations in 81 markets affiliated with all major broadcast networks; owns Tennis Channel, the premium destination for tennis enthusiasts; multicast networks CHARGE, Comet, ROAR, and The Nest. Whether we’re building campaigns for clients, developing killer creative for digital platforms, or producing memorable branded moments, our content doesn’t just fill space — it makes noise.
ChildNet Youth and Family Services
$23 - $24
Riverside, CA
Identify, report, and respond to extreme behavior, such as verbal aggression, biting, hitting, kicking, throwing items (e.g., food, objects, and/or bodily fluids), self-inflicted injuries, property damage, substance abuse, etc., in accordance with applicable local, state, and federal regulations and ChildNet policies and procedures. The Client Support Services Counselor (CSSC) delivers regular support services to clients in specialized placements and families in the community, in collaboration with other members of the treatment team.
Metroplex Events
$38000 - $58000
Irving, TX
We partner with local and national nonprofits to grow their reach, connect with donors, and raise funds for great causes. Loves helping customers, clients, and teammates?.
Trios Health
$41.52 - $65.16
Kennewick, WA
Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. Trios is a 111-bed hospital located in Kennewick, WA, and is part of Lifepoint Health, a diversified healthcare delivery network committed to making communities healthier® with acute care, rehabilitation, and behavioral health facilities from coast to coast.
Jobot
$70000 - $80000
Opelika, AL
This global professional services firm, headquartered in New York City, operates in various sectors including insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Vegas Ventures
$38000 - $58000
Las Vegas, NV
We partner with local and national nonprofits to grow their reach, connect with donors, and raise funds for great causes. Loves helping customers, clients, and teammates?.
ICONMA
$16.78
Franklin, TN
Anticipates agent’s needs and educates agent on various elements of information and available services created to enhance the overall customer service experience with the company (i.e., assistance with agent self-service tools). Consults cross-functionally with other departments to influence and promote change, to continually deliver quality service to both internal and external customers.
Cook County Treasurers Office
$65000 - $86500
Chicago, IL
Provide accurate information derived from a variety of records on taxes, legal property descriptions, tax sale, and other matters of major importance in tax projects many of which involve complicated and extensive examining, searching, recording, computing and reporting activities. Thorough knowledge of general clerical procedures involved in tax record work and special knowledge of procedures related to examining records for tax data, reporting and recording results and in computing interest, fees, penalties and other costs.
Jobot
$90000 - $105000
Lower Makefield Township, PA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service.
MasterCorp
Lebanon, NH
Friendly, enthusiastic, and hard-working individuals who are passionate about hospitality and committed to providing exceptional service, ensuring guests feel safe and cared for during their vacation. This position frequently requires standing, walking, pushing, pulling, moving, lifting (up to 25 lbs), bending, reaching, occasional ascending/descending, and repetitive motions.
Confidential
$39000 - $59000
Alexandria, VA
We partner with local and national nonprofits to grow their reach, connect with donors, and raise funds for great causes. Loves helping customers, clients, and teammates?.