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Client Services United States Jobs (Hybrid work)

12 Job Offers

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Registered Client Service Associate
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Join our Chicago team as a Registered Client Service Associate. Deliver wealth management services using your Series 7/63 or 7/66 licenses and 2-5 years' client-facing experience. You will manage deadlines, analyze data, and ensure compliance while supporting banker teams. We offer comprehensive ...
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United States , Chicago
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69130.00 - 96470.00 USD / Year
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Citi
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Until further notice
Client Accounting and Advisory Services Manager
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Seeking a Client Accounting and Advisory Services Manager for a hybrid role in Grand Rapids. This position requires a CPA/EA with 5+ years of industry and 3+ years of public accounting experience. You will provide expert financial advice, prepare statements, analyze KPIs, and lead a team. Ideal c...
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United States , Grand Rapids
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Not provided
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H&S Companies, CPAs & Business Advisors
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Until further notice
Client Services Project Manager
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Seeking a Client Services Project Manager in Westborough to lead diverse projects from conception to completion. You will develop plans, manage budgets, and ensure targets for timing, quality, and ROI are met. This role requires 6+ years of experience, strong analytical skills, and proficiency in...
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United States , Westborough
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Not provided
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SGK
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Until further notice
Summer Associate, Client Service
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Seeking a Summer Associate in Client Service for a frontline internship in New York. You will connect top-tier clients with industry experts, managing multiple projects and communications. This role requires fluent English & Portuguese, strong academics, and offers training with a potential full-...
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United States , New York
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Not provided
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AlphaSights
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Until further notice
Senior Manager, Client Service Teams
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Shape client service excellence in this newly created senior role within a leading firm. You will manage key client relationships and strategic initiatives across multiple high-growth locations. Leverage your 7+ years in professional services to drive impactful programs and collaborate with diver...
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United States , Palo Alto; Boston; Century City; Los Angeles; New York; San Francisco; Seattle
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147050.00 - 220800.00 USD / Year
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Wilson, Sonsini, Goodrich & Rosati
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Until further notice
Client Services Associate
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Join a Philadelphia wealth management team as a Client Services Associate. Provide vital administrative and client service support for high-net-worth clients. This onsite role requires 2+ years of financial services experience and strong organizational skills. Enjoy a competitive benefits package...
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United States , Philadelphia
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Not provided
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Robert Half
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Until further notice
Director, Client Solutions (Professional Services)
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Lead strategic client portfolios and drive utility transformation across North America in this Atlanta-based hybrid role. We seek a Professional Services leader with 8+ years of SaaS experience, a proven track record managing a $15M+ P&L, and expertise in leading large-scale enterprise implementa...
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United States , Atlanta
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Not provided
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SpryPoint
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Until further notice
Client Service Billing Leader
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Lead client billing teams for a medical RCM company in Wyomissing. This role requires 5+ years of healthcare revenue cycle experience, with radiology billing a plus. You will analyze KPIs, drive performance, and serve as the primary client contact. We offer full benefits including medical, dental...
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United States , Wyomissing
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Not provided
Medical Billing and Management Services
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Client Service Associate
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Serve as the primary contact for UHNW families in this San Francisco multi-family office. Partner with leadership on bespoke wealth strategies, including estate planning and tax-efficient solutions. This hybrid role offers direct senior exposure, career growth, competitive pay, and a comprehensiv...
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United States , San Francisco
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Not provided
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Robert Half
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Group Account Director, Financial Services Clients
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Lead and grow our Financial Services vertical as a senior agency leader in New York. You will own executive client relationships for banks, insurers, and fintechs, driving strategic direction and measurable growth. Requires 10+ years of agency experience in regulated categories and a proven track...
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United States , New York
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Not provided
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Amsive
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Until further notice
Head of Client Executives, Investor Services
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Lead a global Investor Services team in New York, delivering best-in-class client experience and driving strategic growth. This senior leadership role requires extensive financial services sales expertise and managing multi-country teams. You will define the global operating model, achieve key me...
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United States , New York
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250000.00 - 500000.00 USD / Year
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Citi
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Until further notice
Client Service Associate or Senior CSA
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Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of experience, Schwab Advisor Center knowledge, and a client-first mindset. You'll manage onboarding, money movement, and service requests. Enjoy a collaborative environment w...
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United States , Mill Valley
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80000.00 - 150000.00 USD / Year
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Robert Half
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Until further notice
Explore a world of opportunity in Client Services jobs, where professionals act as the vital bridge between an organization and its most important asset: its clients. This dynamic career path is centered on building, maintaining, and enhancing client relationships to ensure satisfaction, drive retention, and contribute directly to business growth. Individuals in client services roles are strategic partners, advocates, and problem-solvers who work to deeply understand client needs and align them with their company's offerings and capabilities. Typically, responsibilities in client services jobs span a spectrum from strategic oversight to hands-on account management. Common duties include developing and executing client relationship strategies, serving as the primary point of contact for key accounts, and ensuring the seamless delivery of products or services. Professionals in this field are often responsible for monitoring client satisfaction through feedback programs, analyzing account performance metrics, and identifying opportunities for upselling or cross-selling. A significant part of the role involves internal collaboration, acting as the client's voice within the company to coordinate across departments like sales, marketing, product development, and technical support to resolve issues and improve the overall client experience. For those in leadership positions, such as Head or Director of Client Services, responsibilities expand to include setting the strategic direction for the department, managing a team, overseeing budgets and P&L, and championing a company-wide culture of client-centricity. The skills required for success in client services jobs are a blend of interpersonal, analytical, and managerial talents. Exemplary communication and active listening skills are non-negotiable, as is the ability to build trust and rapport with diverse stakeholders. Strong project management and organizational abilities are crucial for juggling multiple client priorities and internal initiatives. Professionals must be adept at problem-solving, negotiation, and conflict resolution. Analytically, they need to interpret client data, track performance against goals, and derive actionable insights. A customer-service ethic, resilience, and a proactive attitude are key personal attributes. While requirements vary, a bachelor’s degree is commonly expected, along with several years of experience in account management, customer success, or a related field, often within professional services, technology, or financial industries. Proficiency with CRM platforms like Salesforce and standard office software is typically essential. Ultimately, client services jobs are for relationship architects and strategic thinkers who thrive on fostering long-term partnerships. It is a profession that directly impacts client loyalty and revenue, offering a rewarding career at the heart of business operations. If you are passionate about driving client success and acting as a trusted advisor, exploring client services jobs could be your next career move.

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