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Client service executive Jobs

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1243 client service executive Jobs

  • DAC Group Logo3.7
    DAC Group
    Client Service Account Executive
    Purchase, NY
    Easy Apply

    Are you looking for an exciting opportunity to accelerate your growth and develop your client relationship management

  • gpac Logo4.3
    Vinings, GA
    Easy Apply

    Client Service Executive

    The Client Service Executive for our Commercial Department (CSE) is a licensed

  • Verizon Logo3.9
    Enterprise Sales Client Executive
    Columbus, OH
    The full portfolio of our enterprise services will be in your toolkit for you to craft an unbeatable solution to address the most pressing client needs…You’ll use your energy and expertise to develop and deliver outstanding packages that won’t just satisfy your clients, but delight them…
  • Propel Insurance Logo3.5
    Client Executive
    Portland, OR
    The Client Executive is a Sales position focused on client facing activities that free the Producer up to grow his or her book organically…The Client Executive should work collaboratively and in support of Producer to coordinate pre-renewal, stewardship and selected renewal meetings…
  • TransNational Payments Logo3.4
    Merchant Services Executive - Commercial Banking
    Cincinnati, OH
    $33,532 - $63,843 (Glassdoor est.)
    Easy Apply
    Through a high-touch, service-driven approach, the Merchant Services Account Executive will work closely with our bank partner to onboard new merchant clients…The Merchant Services Account Executive role will own a strategic partnership with our newest financial partner…
  • Ameriprise Financial Logo3.8
    Client Service Associate/Manager
    Mankato, MN
    $39,813 - $74,518 (Glassdoor est.)
    The role will also perform other practice management tasks relating to client service as needed. … to advisor Required Qualifications Key Traits of a Successful Client Service Associate/Manager Direct attention to detail and organization Effective communication with clients and other advisors…
  • Director of Counseling and Client Services
    Bel Air, MD
    $36,540 - $70,050 (Glassdoor est.)
    Easy Apply
    We are currently seeking a qualified candidate for the full-time position of Director of Counseling and Client Services…This position provides oversight and direction for outpatient counseling program, client services, and abuser intervention program…
  • Moss Adams Logo3.8
    Tax Senior - Private Client Services
    San Jose, CA
    $67,731 - $108,237 (Glassdoor est.)
    : Participate in client engagements by providing corporate, partnership and individual tax services; devise, plan and execute tax strategies and research potential tax issues. …: Bachelor’s degree in accounting or related field required; Master of Tax preferred Minimum of 2 years of related experience Previous experience in a public accounting firm preferred Private Client Services
  • Senior Client Service Associate
    Austin, TX
    $37,041 - $77,989 (Glassdoor est.)
    Easy Apply
    experience with corporate executive management or high net worth individuals? …Do you have client service experience with family office services? …, communications, meetings, and administering the on-boarding process for new clients Responsible for administering regular client service for account activities including transfers, deposits, and withdrawals, etc…
  • Associate Wealth Planner/Senior Client Service Associate
    Bellevue, WA
    $41,101 - $81,498 (Glassdoor est.)
    Easy Apply
    /Senior Client Service Associate to our team on Mercer Island. … is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net…
  • Conversion Interactive Agency Logo4.3
    Account Executive, Client Services
    Nashville, TN
    Easy Apply
    Conversion Interactive Agency, a full-service advertising agency, is seeking an experienced Client Service Account Executive to add to our team… business sales or cold calling Love Data and Take care of our clients…End of story You will be a Rock Star Account Executive at Conversion if you have: Prior Advertising…
  • Senior Client Services Associate
    Wilmington, DE
    $40,364 - $84,735 (Glassdoor est.)
    Easy Apply
    Senior Client Services Associate 5+years exp required THE OPPORTUNITY A growing wealth management firm, seeking an experienced Financial Advisor Assistant (FAA…)to support the practice in the delivery of personalized wealth management services to our clients. …
  • Client Service Associate (BA + 3 Years Minimum Experience)
    Pasadena, CA
    $25,225 - $51,823 (Glassdoor est.)
    Easy Apply
    We are seeking a technically strong, detail-oriented Client Service Associate with knowledge in investments and life… and timely · Work directly with the advisors to service clients and implement recommendations · Assist in retrieving life insurance & long term care quotes and servicing inforce policies…
  • Experienced Client Service Associate
    Bellevue, WA
    $38,011 - $76,690 (Glassdoor est.)
    Easy Apply
    The role consists primarily of assisting financial advisor(s) in the daily client service and relationship management…Job functions may also include responding to ad hoc requests, coordinating and tracking projects, scheduling client service
  • Client Service Specialist
    Santa Fe, NM
    $27,811 - $54,277 (Glassdoor est.)
    Primary Job Function: The Client Service Specialist will work closely with our Regional Sales Teams to aid and support in various aspects of the sales process…: Excellent communication skills Self-Starter Ability to work in a dynamic team environment Computer proficiency Prior experience in financial services and/or client service
  • Raymond James Financial Services, Inc. Logo4
    Client Service Manager/Client Service Associate
    Melville, NY
    $47,693 - $94,291 (Glassdoor est.)
    Easy Apply
    Client Service Manager/Client Service Associate Job Summary Provide administrative support for President…Job Responsibilities -Provide wide-range of administrative and operational support related to client service -Requires excellent telephone coverage including ability to manage priorities and handle…
  • Ascend Learning Logo3.6
    Client Executive Outside Sales
    Saint Louis, MO
    $33,905 - $81,624 (Glassdoor est.)
    ) is hiring for a client executive-outside sales representative that will be responsible for selling our industry leading e-learning products into Nursing Schools within the Eastern Missouri, Southern…We are looking for a competitive sales representative to manage a territory, develop sales strategies, attract new clients and close business to achieve and exceed sales quotas…
  • Client Services Associate- Financial
    Santa Barbara, CA
    $36,981 - $77,742 (Glassdoor est.)
    Easy Apply
    Client Services Associate – Santa Barbara, CA We are a well respected and established financial services…We are currently seeking a Client Service Associate who has strong customer relationship skills, the ability to learn the planning and investment management process, and is dedicated to going above…
  • Client Service Associate / Relationship Manager Ultra High Net Worth (UHNW)
    New York, NY
    $44,360 - $92,289 (Glassdoor est.)
    Easy Apply
    Client Service Associate (CSA) /Relationship Manager (RM). …/client service professional. …
  • Client Service Associate
    Warrensburg, MO
    $21,727 - $42,957 (Glassdoor est.)
    Easy Apply
    We are looking for a Client Service Associate that is an enthusiastic, quirky, articulate self-starter…Enjoys providing exemplary, energetic service and plays a central role in enhancing the client experience…
  • Client Services/Technical Specialist
    Santa Rosa, CA
    $39,707 - $82,442 (Glassdoor est.)
    Easy Apply
    . · Coordinate with the Executive Assistant and Client Services department on all accounting and administrative duties…ANALYTICAL / ENVIRONMENTAL TESTING LABORATORY SANTA ROSA, CA JOB TITLE: Client Services/Technical Specialist WORK SCHEDULE…
  • Client Service Associate (Series 6 or 7 Required) Financial Services
    Atlanta, GA
    Easy Apply
    Wealth management / financial service firm seeks a client account service associate who will support… firm’s efforts to deliver the excellent results and the highest level of customer service to individual wealth and tax management clients
  • Mezrah Consulting Logo4
    Client Service Manager
    Tampa, FL
    $43,675 - $83,389 (Glassdoor est.)
    Easy Apply
    Client Service Manager – EXECUTIVE BENEFITS Position Description: Responsible for the delivery of effective and efficient administration of non-qualified executive benefit plans…Handle non-qualified executive benefit plan enrollments by organizing and coordinating the annual enrollment process for each corporate client including the process for enrolling people throughout the calendar…
  • Client Service Associate
    Mercer Island, WA
    $49,844 - $60,242 (Glassdoor est.)
    Easy Apply
    Provide timely follow up and on-going communication to advisors and clients that exceeds client expectations and demonstrates exceptional service…Job Summary The candidate will work in a client-focused environment assisting advisors in servicing the needs of high net worth clients
  • Investment Client Services Specialist
    Irvine, CA
    $39,242 - $77,195 (Glassdoor est.)
    Easy Apply
    Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services…Investment Client Service Specialist About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area…
  • Financial Client Services Associate
    Omaha, NE
    $27,041 - $55,266 (Glassdoor est.)
    Easy Apply
    Financial Client Services Associate Job description Feltz WealthPLAN, a Financial Planning Firm located in Omaha, Nebraska, is seeking a qualified candidate for a Financial Client Services…The Financial Client Services Associate’s role is a sales support position, typically providing dedicated operational and sales support to a Financial Advisor…
  • Voya Financial Advisors Logo3.7
    Registered Client Service Associate
    Miamisburg, OH
    $30,648 - $59,123 (Glassdoor est.)
    Easy Apply
    Registered Client Service Associate Job description Voya Financial Advisors is seeking a full-time client service associate who will be responsible for supporting 2 financial advisers in Dayton, Ohio…-Qualified candidates must possess the skills necessary to schedule and research client service issues and investment questions…
  • Client Service Manager
    Boulder, CO
    Easy Apply
    Client Service Manager Title: Client Service Manager Department: Operations Colorado Financial Management LLC is a fee-only financial advisor…We are currently seeking an individual who is passionate about client service and exceeding expectations to join our team as Client Service
  • 4.1
    Birmingham, MI
    $32,113 - $57,956 (Glassdoor est.)
    Easy Apply
    YOU MUST COMPLETE THE 2 INDEED ASSESSMENT TESTS TO BE CONSIDERED A CANDIDATE FOR THIS POSITION - THANK YOU CLIENT SERVICE ADVISOR DESCRIPTION This role is an exceptional position for someone who has… · Work in tandem with our insurance carrier partners and their service teams to provide the client
  • Senior Client Service Associate
    Austin, TX
    $37,032 - $77,998 (Glassdoor est.)
    Easy Apply
    experience with corporate executive management or high net worth individuals? …Do you have client service experience with family office services? …, communications, meetings, and administering the on-boarding process for new clients Responsible for administering regular client service for account activities including transfers, deposits, and withdrawals, etc…
  • Client Service Coordinator
    Fort Lauderdale, FL
    $29,475 - $53,810 (Glassdoor est.)
    Easy Apply
    The primary role of the Client Services position is to support the executive team with coordinating schedules, while assisting with account management duties, note taking, customer service… with agreements, and support clients when executives are unavailable Support executive team with administrative duties related to managing the sales process following up with leads, coordinating meetings…
    Chelmsford, MA
    $58,933 - $127,336 (Glassdoor est.)
    Easy Apply
    PART-TIME CLIENT SERVICE ASSOCIATE Chelmsford, Massachusetts June 2021 We are a small, well-established family-owned financial planning and wealth management firm located in Marshfield, MA…We are looking for a part-time Client Services Associate to join our team in the Chelmsford office…


Job TitleEmployerLocationSalary
Client Service Account ExecutiveDAC GroupPurchase, NY
Enterprise Sales Client ExecutiveVerizonColumbus, OH
Client ExecutivePropel InsurancePortland, OR
Merchant Services Executive - Commercial BankingTransNational PaymentsCincinnati, OH
Client Service Associate/ManagerAmeriprise FinancialMankato, MN
Director of Counseling and Client ServicesSARC, Inc.Bel Air, MD
Tax Senior - Private Client ServicesMoss AdamsSan Jose, CA
Senior Client Service AssociateVenturi Wealth ManagementAustin, TX
Associate Wealth Planner/Senior Client Service AssociateColdstream Wealth ManagementBellevue, WA
Account Executive, Client ServicesConversion Interactive AgencyNashville, TN
Senior Client Services AssociateConfidentialWilmington, DE
Client Service Associate (BA + 3 Years Minimum Experience)Kondo Wealth AdvisorsPasadena, CA
Experienced Client Service AssociateServitium Wealth ManagementBellevue, WA
Client Service SpecialistThornburg Investment ManagementSanta Fe, NM
Client Service Manager/Client Service AssociateRaymond James Financial Services, Inc.Melville, NY
Client Executive Outside SalesAscend LearningSaint Louis, MO
Client Services Associate- FinancialArlington Financial AdvisorsSanta Barbara, CA
Client Service Associate / Relationship Manager Ultra High Net Worth (UHNW)Right Executive Search LLC on behalf of our ClientNew York, NY
Client Service AssociateMurdock Banner Financial Group, LLCWarrensburg, MO
Client Services/Technical SpecialistConfidentialSanta Rosa, CA
Client Service Associate (Series 6 or 7 Required) Financial ServicesFuller & CompanyAtlanta, GA
Client Service ManagerMezrah ConsultingTampa, FL
Client Service AssociateEQ Wealth Management LLCMercer Island, WA
Investment Client Services SpecialistChamberlain GroupIrvine, CA
Financial Client Services AssociateFeltz WealthPLANOmaha, NE
Registered Client Service AssociateVoya Financial AdvisorsMiamisburg, OH
Client Service ManagerColorado Financial ManagementBoulder, CO
Senior Client Service AssociateVenturi Private WealthAustin, TX
Client Service CoordinatorTrifecta Creative CollectiveFort Lauderdale, FL
PART-TIME CLIENT SERVICE ASSOCIATEMcNamara Financial ServicesChelmsford, MA
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