Client Services Jobs in the United States
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.
Dunham & Associates Investment Counsel, Inc.
San Diego, CA
Execute mutual fund trade requests and portfolio rebalancing requests; Set up, review, and verify new accounts; Ascertain that policies and procedures for customer requests have been adhered to in accordance with all compliance requirements; Work across internal departments (Analysts, Sales, and Operations) to accomplish daily tasks, workflows, and ongoing projects; Serve as point of contact for issue resolution and client requests; Update financial advisors on progress and resolution of client issues/requests; Provide clients and financial advisors with account-related information; Support internal departments with campaigns and projects; Discuss investment advisory products and platforms with existing and prospective clients. Bachelor’s degree, preferably in business or finance; Current FINRA SIE, Series 7 and 65/66 license or willingness to complete within designated timeframe; Minimum 2 years of experience working in a client service role, preferably in the financial services industry; Proficiency in Microsoft Office; Excellent organizational and interpersonal skills; Ability to contribute and thrive in a lively team-based setting.
JPMorgan Chase
$91200 - $132000
New York, NY
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
RICEFW Technologies Inc
$20 - $22
Detroit, MI
Phone and Remote Support: Utilize phone and remote support tools to diagnose and resolve Level 1/1.5 support issues efficiently, including password resets, account lockouts, basic software troubleshooting, and hardware peripherals setup and connectivity. The Technical Client Service Specialist will assist in managing service requests, troubleshooting hardware and software issues, and escalating unresolved issues to the next level of support as necessary.
CDM Smith
Boston, MA
CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater New England market. We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
CDM Smith
Philadelphia, PA
We have worked on some of the largest infrastructure projects for major clients throughout the region and are looking for someone who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients. CDM Smith has an exciting opportunity for an experienced Client Service Leader to lead client engagement and business development for municipal water services for multiple private, municipal and state agency clients in the greater PA market.
Sago
Atlanta, GA
The world is transforming, and Sago is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. The Client Services Supervisor works closely with the Facility Manager to coordinate client projects, manage logistics, and deliver an exceptional client experience.
TEAM
$43680 - $47840
San Diego, CA
For team members based in the San Diego office, we provide daily catered meals, weekly massages, an onsite fitness center, a fully stocked pantry, happy hours, free parking, and much more. Founded in 2003, we provide payroll, outsourced human resources, and risk management solutions, enabling individuals to choose and effectively manage their own in-home service providers.
Valmark Financial Group
Manchester, CT
While this position is part-time, the individual in this role will be fully trained and competent in all areas of administrative responsibility and, over time, will specialize in key functional areas (e.g., specific custodial paperwork, insurance application processing, policy services) to complement and coordinate with the other assistant. Wolff Wealth Advisors is seeking a Part-Time OR Full-Time Operations & Client Services Administrator to support our advisors and enhance operational excellence.
Capital Insurance Group
$46063 - $60919
Monterey, CA
The Underwriting Assistant – CL Ag Client Servicesis responsible for fulfilling the Company’s service objectives for Commercial Ag Lines by providing prompt, accurate and courteous service to agents, policyholders, and business partners concerning policy transactions, renewals, customer inquiries, and requests for information. Utilizing the Company’s automated systems, the Underwriting Assistant will respond to inquiries concerning policy transactions, renewals, policy coverage, premium billings and payment status, basic policy information, and coverage questions.
bdo consulting
$136000 - $165000
Seattle, WA
A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
bdo consulting
$215000 - $270000
Indianapolis, IN
A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Floyds 99 Barbershop - Denver - Union Station
Denver, CO
If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop! Our shop offers a full range of grooming services that bring our clients' visions to life, helping them express their unique style with confidence.
CDM Smith
Philadelphia, PA
Developing and managing client teams that include project managers, technical specialists, national leaders, as well as junior staff to develop strategic capture plans, proposal efforts, presentations, and other efforts of business development. Responsibilities: • Plan and implement new business strategies in the Pennsylvania/New York/New Jersey transportation market while maintaining the relationships with decision makers and senior leaders with the current CDM Smith client base.
Floyds 99 Barbershop - Tempe
Tempe, AZ
If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop! At Floyd's, we're more than a barbershop-we're a national leader in modern grooming, known for our expert services, strong culture, and top-tier talent.
Hueman PE Talent Solutions
Chadds Ford, PA
For over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life. Must demonstrateproficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.
bdo consulting
$146000 - $200000
Grand Rapids, MI
A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Charles Schwab
Austin, TX
In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. • Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
Charles Schwab
Austin, TX
Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.
Community Action Partnership of Dickinson
Dickinson, ND
Coordinates and implements delivery of Client Support Services, including: housing stability (rental assistance, security deposits), utility payment assistance, and household budget management. Implement housing stability and temporary financial assistance programming, including rental security deposits, past due rent, past due utility payments and other assistance in consultation with supervisor.
Huntsville Hospital Health System
Huntsville, Alabama
Overview: Under the direct supervision of the Lab Administrative Director, Pre-Analytical Manager and Reference Laboratory Supervisor, the Client Services Representative is responsible for daily interaction with Huntsville Hospital Reference Laboratory clients, In-house clinical staff and Laboratory technical staff regarding lab testing for all patient types. With 971 beds, a specialized Orthopedic & Spine Tower, a Level III Regional Neonatal ICU, and the largest Emergency Department and Level 1 Trauma Center in the state with our own specialized Red Shirt Trauma Program, there are many opportunities to apply your knowledge and skills.
Alliance HCM
Shenandoah, TX
As a Client Services Representative and Payroll Specialist, you're responsible for supporting our clients with the applicant tracking, onboarding, employee self-service, payroll, and human resources systems provided by our company. AllianceHCM in The Woodlands, TX is looking to hire a full-time Client Services Representative / Payroll Specialist to support our clients with various human resources-related tasks.
zambrero
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Job Responsibilities: Act as the main point of contact for clients, addressing their inquiries, concerns, and requests in a timely and professional manner. Collaborate with internal teams to ensure client satisfaction and resolve any issues that may arise during the transportation process.
RedPeg Marketing
Alexandria, VA
The Marketing & Client Services Director is a senior leadership role responsible for co-developing and executing Pixis’ full-funnel marketing strategy while delivering exceptional, on-site client service. This position requires nationwide travel to drone show sites to represent Pixis in a client-facing capacity, ensure seamless communication, and coordinate directly with Operations and Flight Operations teams.
Musictoday II, LLC
Crozet, VA
Working closely with the Account Management Team, you'll have the opportunity to dive deep into the performance metrics of our online stores, help to implement data-driven enhancements, and contribute to the delightful shopping experiences for our music-loving customers. As a vital member of Musictoday, the Client Services Account Assistant plays an essential role in supporting the Account Management team with the smooth operation and upkeep of our dynamic online stores.
East West Bank
Las Vegas, Nevada
Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Proactively identify and digitize banking services and banking solutions to strengthen digital client services and experiences.
Financial Statement Services, Inc
$56160 - $58240
Orlando, FL
Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Orlando, FL. Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create technical documentation to client specification.
Financial Statement Services, Inc
$56160 - $58240
Lincoln, RI
Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Linocln, RI. Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create technical documentation to client specification.
Association Headquarters
Mt Laurel Township, NJ
We have four main divisions within AH - a full-service Association Management Company; a Marketing and Communications Agency (MarCom); a Meetings & Events Management Team; and a division that focuses on other custom solutions such as strategic planning, website builds, database integrations, accounting services, staff recruitment, credentialing management, public affairs and lobbying, and growing non-dues revenue. "Sales-like" client-management skills: This Director will be responsible for not only ensuring our Account Executives are delivering a great client experience, but also for discovery of potential additional commercial opportunities.
CBRE
Denver, CO
Create window signage, client marketing plans, e-blasts, interactive InDesign files, infographics, various results for opportunity pursuits with clients – all with adherence to stated timelines. The minimum salary for the Client Service Coordinator position is $55,000 annually and the maximum salary for the Client Service Coordinator position is $63,000, annually The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.
Visiting Angels Greater Philadelphia
Chadd Ford, PA
Our Angel caregivers provide meaningful assistance for seniors in their home, and as Client Services Manager, you will manage a team of Client Care Scheduling Managers to assign appropriate caregivers and monitor their success. Visiting Angels is a private, non-medical home care agency seeking a dynamic, efficient, and friendly individual to join our team as Client Services Scheduling Manager in Chadds Ford/Glen Mills!
Tufts University
N. Grafton, Massachusetts
The ideal Client Services Assistant candidate will have solid professional skills, a passion for animals, experience with horses and a desire to make a difference in the lives of animals and humans. Our integrated care teams combine state of the art science, clinical research, clinical expertise, and the human touch to provide veterinary care that goes above and beyond healing the patient to caring for the entire family.
Revley
Atlanta, GA
The company works with high-growth and enterprise-level brands and is focused on building a single, unified revenue engine across sales, growth, client success, and payments — removing silos and helping merchants scale faster with less operational friction. Drive operational excellence by building structured, automated, and measurable processes across revenue, client success, and internal business functions.
Pinion
Bozeman, Montana
Provide front-to-back operational support for complex account openings, ensuring the client is successfully onboarded, documentation is complete and accurate, technical issues are resolved, and questions are answered promptly. This person will guide clients through complex account opening processes with care and precision, while nurturing strong relationships through consistent communication, reliability, and a high‑touch service approach.
CDM Smith
Statewide, KS
CDM Smith has been providing water-related planning, design, and construction services in Kansas and the Midwest for nearly 50 years— delivering complex water treatment, wastewater treatment, reuse, pump station, master planning, and conveyance projects across the region. CDM Smith has an exciting opportunity for an experienced candidate to lead client engagement and business development activities for municipal water infrastructure and water resources clients in the greater Wichita, KS region.
SPS-North America
$18 - $20
White Plains, NY
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. In this role, you'll be the engine behind high-volume print production, mail operations, and office support services — ensuring materials are produced accurately, equipment runs efficiently, and employees receive seamless day-to-day support.
SPS-North America
Portland, ME
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS Global is seeking a Client Services Supervisor (Records Management) with a strong background in records and information management to oversee on-site records operations for one of our clients in Portland, Maine and embrace the 'Power of Possibility'.
Fohr
$80000 - $85000
New York, NY
Today, we're creating industry-leading campaigns for brands like The RealReal, DICK'S Sporting Goods, Sol de Janeiro, Calvin Klein, Olly Nutrition, Aerie, and more than 50 others. Proactive Optimization: Monitor campaigns daily to track success, identify potential roadblocks early, and propose creative optimization ideas to senior team members.
SPS-North America
$18 - $18.25
Boston, MA
The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Entrust Administration, Inc
Oakland, CA
The Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to existing clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.
The Office of Abbey Ajayi, Broward County Tax Collector
Broward County, FL
Bachelor’s degree with course work emphasis in Business Administration, Management, Public Administration or closely related field; supplemented by two (2) years progressively responsible lead worker experience that provides broad knowledge of management functions, with demonstrated communication skills; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Provides coaching and documentation as appropriate; Drives daily service center performance to ensure a pro-active approach to accuracy, service and efficiency; Ensures compliance with applicable procedures, statutes, laws and codes; Assists with achievement of Balanced Scorecard results.
The Office of Abbey Ajayi, Broward County Tax Collector
Broward County, FL
At least 60 college level credit hours and previous experience in client services and/or training involving client service, general office work, cashiering, data entry, and personal computer operations; or any equivalent combination of education, training, and experience which provides the requisite knowledge, skills, and abilities for this job. Equipment, Machinery, Tools, and Materials Utilization: Requires the ability to operate, maneuver and/or control the actions of equipment, machinery, tools, passenger vehicles and/or materials used in performing essential functions inclusive of conducting road tests for driver’s license clients.
Jobot
$60000 - $65000
Lakeland, FL
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Advantage Solutions
Rogers, Arkansas
Responsibilities: The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. We are seeking a talented Retail Client Services Manager who will work to maintain/improve client specific retail conditions and be a key point of communication between the retail team/conditions and the Headquarter team and client team.
Open Sky Group
$160000 - $225000
Raleigh, NC
The ideal candidate brings a proven track record of scaling professional services teams, selling and delivering complex supply chain execution programs, and influencing C‑suite stakeholders across multiple industry verticals and high‑velocity distribution environments. Each VP operates as an entrepreneurial leader— owning client relationships, revenue, delivery outcomes, and practice development across a specific domain such as Blue Yonder, SAP EWM, Manhattan, Labor Management, TMS, etc.
Floyds 99 Barbershop - Naperville
Naperville, IL
If you love working in an environment where creativity, teamwork, and positive vibes are a given, and you're ready to bring your best while keeping things lighthearted, you'll fit right in. If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop!
Floyds 99 Barbershop - Castle Rock
Castle Rock, CO
If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop! At Floyd's, we're more than a barbershop-we're a national leader in modern grooming, known for our expert services, strong culture, and top-tier talent.
Floyds 99 Barbershop - Hermosa Beach
Hermosa Beach, CA
Located at 828 Pacific Coast Hwy, our shop is surrounded by the best Hermosa has to offer-grab a post-shift bite at The Spot, stroll down to the pier, or soak up the sun on the beach. If you're a cheerful, outgoing person who loves helping others and supporting a great team, you could be the next full-time Client Services Host at Floyd's 99 Barbershop!
TouchCare
Stamford, CT
The ideal candidate is an experienced people leader who thrives in fast-paced environments and understands how to build accountability, clarity, and strong team culture within a service organization. This role is responsible for driving consistent execution across the client experience, supporting team development, and ensuring a high-quality, proactive partnership with our clients.
Andersen
$179500 - $306700
Seattle, Washington
The Requirements: • At least 8 years relevant work experience with an accounting firm, including at least 6 years of Private Client experience; • Bachelor’s and/or Master’s degree – Accounting, Finance, Economics or related degree (Preferred); • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA, JD, or EA); • Demonstrated project management experience with strong organization skills and multi-tasking abilities. The Role: As a member of the Private Client Services practice, Tax Directors oversee the efforts of and work collaboratively with multiple client service teams on engagements for a variety of clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.