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Client service United States Jobs

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Client Services Administrator
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Join a mission-driven team supporting Camp Pendleton operations as a Client Services Administrator. You will be the central contact, managing communication and administrative support for stakeholders. The role requires 2-5 years of experience, strong organizational skills, and proficiency in Micr...
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United States , Camp Pendleton North
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Senior Client Service Associate
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United States , Walnut Creek
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90000.00 - 120000.00 USD / Year
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Remote Client Support Specialist – Travel Services
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Join our team as a Remote Client Support Specialist for Travel Services. This fully remote role based in Bangor involves assisting clients with reservations, inquiries, and travel coordination. We seek organized individuals with strong communication skills and a customer service mindset. Comprehe...
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United States , Bangor
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Traveling with Tasha
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Remote Client Support Specialist – Travel Services
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Join our team as a Remote Client Support Specialist for Travel Services. This fully remote role, based in South Jordan, Utah, involves assisting clients with reservations and inquiries. We seek detail-oriented individuals with strong communication skills and a customer service background. Compreh...
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United States , South Jordan, Utah
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Traveling with Tasha
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Client Service Associate
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Join a leading Palo Alto wealth management firm as a Client Service Associate. Support HNW clients and advisors in a fast-paced, collaborative team. Ideal candidates have 1-4+ years of RIA/brokerage experience and proficiency with platforms like Fidelity or Salesforce. Enjoy competitive compensat...
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United States , Palo Alto
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Client Services Advisor
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Join a growing wealth management firm in Morris Plains as a Client Services Advisor. This role focuses on deepening client relationships through financial planning and portfolio oversight—no business development required. You will need a CFP®, Series 7 & 66, and experience with tools like eMoney....
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United States , Morris Plains
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Client Services Coordinator
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Join a stable legal industry client in Wilmington as a Client Services Coordinator. Utilize your tech-savvy skills and 1+ years of experience in customer support or administration. You will manage CRM data, client correspondence, invoicing, and vendor coordination while enjoying comprehensive ben...
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United States , Wilmington
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Client Service Associate
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Join a boutique wealth management firm as a Client Service Associate in Mill Valley. Deliver white-glove service by managing accounts, client onboarding, and operational support. Requires 3-7+ years of financial advisory experience and exceptional organizational skills. Enjoy comprehensive benefi...
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United States , Mill Valley
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Client Service Associate
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United States , San Jose
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Relationship Manager / Client Service Associate
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United States , Orinda
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Senior Client Service Associate
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Seeking a Senior Client Service Associate in Mill Valley to deliver white-glove wealth management support. You will manage account operations, client onboarding, and serve as a key liaison between advisors and custodians. The role requires 3-7+ years of financial services experience, exceptional ...
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United States , Mill Valley
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Client Service Associate
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United States , Mill Valley
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Remote Client Services Coordinator
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Join our team as a Remote Client Services Coordinator from Lafayette, IN. You'll manage client communication and coordinate travel arrangements, ensuring a smooth booking experience. This role requires excellent organizational skills and a customer-focused mindset. Enjoy a flexible remote environ...
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United States , Lafayette, Indiana
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Traveling with Tasha
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Relationship Manager / Client Service Associate
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Join our Orinda team as a Relationship Manager/Client Service Associate. Utilize your Series 65 license and financial services experience to onboard clients and manage accounts. Enjoy a people-focused environment with comprehensive benefits, including a strong retirement plan and generous PTO. Bu...
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United States , Orinda
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Client Services Representative
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Join our team in Winter Park, Florida, as a Client Services Representative. This key role supports executive leadership and ensures smooth office operations through expert administration and client service. We seek an organized professional with 3+ years of experience and strong communication ski...
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United States , Winter Park
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Senior Client Service Associate
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Join a prestigious San Francisco multi-family office as a Senior Client Service Associate. Deliver white-glove service to ultra-high-net-worth families in a high-trust, relationship-driven environment. This role requires wealth management experience, exceptional communication skills, and a passio...
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United States , San Francisco
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Client Services Manager II
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Seeking an experienced Client Services Manager II in Plano to nurture and grow our small-to-medium account portfolio. You will leverage the DASH platform to strengthen client relationships, drive revenue growth, and ensure exceptional customer satisfaction. This role offers a comprehensive benefi...
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United States , Plano
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Anderson Merchandisers, LLC
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Senior Client Services Manager
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Seeking a Senior Client Services Manager in Plano to nurture and grow key national accounts. You will manage a substantial portfolio, drive revenue growth, and ensure exceptional service for high-value clients. This role offers a comprehensive benefits package including health insurance, 401(k), ...
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United States , Plano
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Anderson Merchandisers, LLC
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Revenue Cycle & Client Services Specialist
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Join Ellie Mental Health Larchmont as a Revenue Cycle & Client Services Specialist. Utilize your 2+ years of behavioral health billing expertise to manage claims, resolve denials, and support clients. This hybrid role offers a unique pay model, clear career growth, and a collaborative clinic envi...
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United States , Larchmont
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25.00 - 35.00 USD / Hour
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Ellie Mental Health
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Vice President, Client Services
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Lead client strategy and drive organic growth as Vice President of Client Services at Gigantic Playground. This senior leadership role requires 12-15+ years of agency experience managing executive relationships and large, multi-disciplinary accounts. You will shape long-term partnerships for inno...
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United States , San Diego; Orlando; Los Angeles; Seattle; Chicago; New York
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CourtAvenue
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Explore a world of opportunity in client service jobs, a dynamic profession centered on building and nurturing the vital relationships between an organization and its customers or clients. Professionals in this field act as the primary liaison, strategic partner, and advocate, ensuring client satisfaction, driving retention, and contributing directly to business growth. Whether titled Client Service Manager, Account Director, or Customer Success Lead, the core mission is consistent: to understand client needs deeply and orchestrate internal resources to deliver exceptional value and service. Individuals in client service roles typically manage a portfolio of client accounts or oversee service delivery for a broader segment. Their day-to-day responsibilities are multifaceted, blending strategic thinking with hands-on execution. Common duties include developing and implementing client engagement strategies, setting and tracking performance goals, and conducting regular business reviews. They analyze client feedback and market data to identify opportunities for expanded service or to address challenges proactively. A significant part of the role involves internal collaboration, acting as the client's voice within their own organization to ensure seamless delivery from various departments like sales, operations, and technical teams. Furthermore, they are often responsible for monitoring key metrics, managing budgets or P&Ls for their accounts, and reporting on client health and revenue performance to leadership. To thrive in client service jobs, a specific set of skills and attributes is essential. Exemplary communication and interpersonal skills are paramount, as the role requires constant interaction, negotiation, and presentation to both clients and internal stakeholders. Strong emotional intelligence and relationship-building capabilities allow these professionals to establish trust and become a trusted advisor. Analytical and problem-solving skills are crucial for interpreting data and crafting tailored solutions. Project management proficiency is also a common requirement, given the need to juggle multiple client priorities and complex deliverables simultaneously. Typically, employers seek candidates with a bachelor’s degree and several years of experience in customer-facing roles, often within professional services, financial services, technology, or similar industries. A proactive, client-centric mindset, keen attention to detail, and the ability to work autonomously as well as part of a cross-functional team are the hallmarks of a successful client service professional. Pursuing client service jobs means entering a career that is both challenging and rewarding, offering a direct impact on client success and business outcomes. It is ideal for those who are passionate about service, strategy, and fostering long-term partnerships.

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