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Client Services Representative United States Jobs

18 Job Offers

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Senior Client Services Representative
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Senior Client Services Representative needed in La Jolla for a leading wealth management firm. You will support high-net-worth clients and financial advisors, handling account servicing, client communications, and operational tasks. Ideal candidates have 5+ years of experience in financial servic...
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United States , La Jolla
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Robert Half
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New
Client Services Representative
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Join a dynamic team as a Client Services Representative in Peoria, United States. This fully remote role involves assisting clients with travel planning, coordinating reservations, and ensuring seamless booking experiences. Ideal for detail-oriented, self-motivated individuals with strong communi...
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United States , Peoria
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Traveling with Tasha
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Client Services Representative
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Join a dynamic team as a Client Services Representative in Anaheim, CA. This fully remote role focuses on delivering exceptional travel planning and booking support. You will manage client inquiries, coordinate reservations, and ensure accurate, personalized travel solutions. Ideal for detail-ori...
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United States , Anaheim
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Traveling with Tasha
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Client Services Representative
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We are hiring a Client Services Representative to support clients with travel planning and booking services. This fully remote role requires strong communication, organization, and time management skills. You will coordinate reservations, research travel options, and ensure a seamless experience ...
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United States , Rochester
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Traveling with Tasha
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Client Services Representative
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Join a leading insurance organization as a Client Services Representative in San Diego. Leverage your 1–3+ years of customer service experience to resolve client inquiries, manage account updates, and ensure a seamless service experience. This role demands strong communication skills, attention t...
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Location
United States , San Diego
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Not provided
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Robert Half
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Client Services Representative
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Location
United States , Des Moines
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Traveling with Tasha
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Client Services Representative
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United States , Tulsa
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Traveling with Tasha
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Client Services Representative
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United States , Wichita
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Traveling with Tasha
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Client Services Representative
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Join a well-established insurance organization as a Client Services Representative in San Diego. This role focuses on administrative support, compliance documentation, and client coordination. Ideal for detail-oriented professionals with 2+ years in client services or operations. Enjoy medical, d...
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United States , San Diego
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Robert Half
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Client Services Representative - Lab
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Join our Tucson lab team as a Client Services Representative. This key role requires strong customer service skills and lab knowledge to support patients and clinical staff. You will manage inquiries, resolve testing issues, and ensure quality communication. A high school diploma and 6 months of ...
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United States , Tucson
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Tucson Medical Center
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Client Services Representative
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Join our team as a Client Services Representative in Saddle Brook, NJ. This contract-to-permanent role is ideal for a customer service professional skilled in call management, documentation, and issue tracking systems. You will ensure client satisfaction by handling inquiries and maintaining data...
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United States , Saddle Brook, New Jersey
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Robert Half
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Client Services Representative
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Seeking a Series 7 licensed Client Services Representative aligned with Eastern Time hours. This role is ideal for East Coast-based professionals or those committed to an EST schedule. Join our team to deliver exceptional client support from our New York City or Palo Alto offices.
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United States , New York City; Palo Alto
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Wealthfront
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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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Robert Half
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Client Services Representative
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Join our team in Collierville as a Client Services Representative. Utilize your 2+ years of experience, proficiency in accounting/CRM software, and knowledge of logistics. You will handle customer orders, inquiries, and claims while delivering exceptional service. We offer comprehensive benefits ...
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United States , Collierville
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Client Services Representative
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Join our team in Collierville as a Client Services Representative. This role requires 2+ years of experience, proficiency in Accounting/CRM software, and expertise in logistics, billing, and claims. You will manage customer orders, inquiries, and ensure exceptional service. We offer comprehensive...
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United States , Collierville
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Client Services Representative
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Join Wealthfront in Palo Alto as a Client Services Representative. You will provide exceptional support via phone and email, explaining investment concepts and resolving client issues. This role requires a Bachelor's degree, 1+ years in finance/fintech, and strong communication skills. We offer m...
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United States , Palo Alto
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Salary
60000.00 - 80000.00 USD / Year
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Wealthfront
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Client Services Representative
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Join a leading financial team in San Francisco as a Client Services Representative. Utilize your CRM and financial process expertise to manage client accounts and build strong relationships. This role offers a comprehensive benefits package including medical, dental, and a 401(k) plan for a dedic...
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United States , San Francisco
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Robert Half
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Client Services Representative
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Join our established San Diego team as a Client Services Representative. You will be the primary contact, providing outstanding customer service and managing client relations. We seek a detail-oriented professional with strong communication skills and proficiency in Microsoft Office. Enjoy compet...
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United States , San Diego
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Salary
Not provided
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Robert Half
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About the Client Services Representative role

Explore a world of opportunity in Client Services Representative jobs, a dynamic and essential profession that sits at the very heart of business-customer relationships. These roles are the critical link between a company and its clients, dedicated to ensuring satisfaction, building loyalty, and fostering long-term partnerships. If you are a person who thrives on interaction, problem-solving, and making a tangible impact, a career as a Client Services Representative offers a rewarding and stable career path with diverse opportunities across virtually every industry, from finance and tech to healthcare and logistics.

Professionals in these jobs are primarily responsible for being the first point of contact for clients, handling a wide array of inquiries and requests through various channels like phone, email, and live chat. A typical day involves managing customer orders, providing detailed information about products or services, and resolving issues promptly and effectively. Beyond direct interaction, a significant part of the role revolves around meticulous record-keeping. Representatives are tasked with updating client accounts, processing new applications, tracking important timelines and schedules, and ensuring all data within company systems is accurate and current. This administrative backbone is crucial for executing seamless service delivery and maintaining organized operations.

Common responsibilities for individuals in Client Services Representative jobs include building and nurturing strong, positive relationships with both clients and internal teams. They act as the client's advocate within the company, communicating feedback and escalating concerns when necessary. Upholding the company's values and adhering to ethical business practices is paramount. Furthermore, these professionals often handle billing inquiries, assist with claim administration, and manage basic account management functions to ensure a holistic and supportive client experience.

To excel in these positions, candidates typically need a blend of strong interpersonal and technical skills. Excellent verbal and written communication abilities are non-negotiable, as is a detail-oriented and patient approach to problem-solving. Proficiency with standard computer programs and specific software systems is a common requirement. Employers often look for experience with Customer Relationship Management (CRM) platforms, accounting or billing software, and other industry-specific systems. While entry-level positions exist, many Client Services Representative jobs prefer candidates with prior experience in a customer-facing role, demonstrating a proven ability to manage multiple tasks in a fast-paced environment. If you are seeking a career where no two days are the same and your success is directly tied to helping others succeed, exploring Client Services Representative jobs is your next strategic move.