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Client Services United States Jobs

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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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Robert Half
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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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Robert Half
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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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Senior Executive, Client Services
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Seeking a driven Senior Executive for Client Services in the United States. You will drive revenue by forging new client relationships and expanding existing ones through proactive outreach and networking. This role requires 3-5 years of sales experience in outsourcing/recruitment, strong interpe...
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United States
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Wilson HR
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Remote Client Services Coordinator
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Join our team as a Remote Client Services Coordinator, based in the US. You will manage client communication and coordinate travel arrangements, ensuring a smooth booking experience. This role requires excellent organizational skills, customer service experience, and comfort working remotely. Enj...
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United States , Oshkosh
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Traveling with Tasha
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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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