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660 Jobs

  • Wilde Wealth Management Group
    Senior Client Service Representative - Plus $15,000 BONUS*
    Scottsdale, AZ
    $40,000 - $85,000 (Employer est.)
    Easy Apply
    30d+
    Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and……
  • Charles Schwab Logo4
    Financial Services Representative
    Westlake, TX
    16d
    Engage clients: Deliver great client service when answering inbound phone calls. Your role will take place in a service center taking inbound calls from our……
  • Financial Services – Office Administrator & Client Service Representative
    San Ramon, CA
    $60,000 - $84,000 (Employer est.)
    Easy Apply
    13d
    Current valid driver's license. Coordinates internal and external meetings, conference calls and web conferences. Cash Flow Based Financial Planning.…
  • Registered Client Service Associate
    Palm Beach Gardens, FL
    $55,000 - $60,000 (Employer est.)
    Easy Apply
    2d
    Lindberg & Ripple is an independent investment and insurance advisory firm with locations in CT & FL, providing sophisticated, experienced and innovative……
  • Client Service Associate
    Mercer Island, WA
    $60,000 - $80,000 (Employer est.)
    Easy Apply
    3d
    Series 65 license strongly preferred. Bachelor’s degree from an accredited college or university. Work independently with little supervision; knowing when to……
  • Registered Client Service Associate
    Boca Raton, FL
    $50,000 - $70,000 (Employer est.)
    Easy Apply
    13d
    We offer fully paid licensing and designations to encourage you to grow professionally and personally. FINRA Series 7 & 66 licensed strongly preferred.…
  • Customer Service Representative
    Dallas, TX
    Easy Apply
    2d
    Contribute to the implementation of the compliance program. Ability to provide exceptional live service, both in‐office and remote.…
  • Customer Service Representative
    New York, NY
    Easy Apply
    30d+
    Recognize, document and alert the manager of trends in customer calls. Identify, research and resolve customer service issues/problems including:…
  • DPL Financial Partners Logo
    Customer Service Representative
    Louisville, KY
    Easy Apply
    6d
    Life insurance license (preferred, not required). With DPL, advisors are able to more holistically serve their clients with improved pricing and fiduciary……
  • Empower Retirement Logo3.9
    Financial Customer Service Professional
    Colorado
    $36,800 - $55,300 (Employer est.)
    14d
    This position is responsible for answering incoming telephone inquiries regarding retirement plans from participants, employers and third party plan specialists……
  • Client Service Associate - Financial Services
    Framingham, MA
    $55,000 - $75,000 (Employer est.)
    Easy Apply
    22d
    Communicate daily with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a wide variety……
  • Wealth Management Client Service Manager
    Remote
    $70,000 - $80,000 (Employer est.)
    Easy Apply
    4d
    Administrative Responsibilities including answering client calls, mailings, and system updates. Monitoring cash flows in accounts and servicing our private……
  • 3
    Client Service Associate
    Delaware
    $25 Per Hour(Employer est.)
    Easy Apply
    30d+
    Current NASD Series 7 license and Series 63 license a plus. Work experience of at least 1 year in a brokerage or financial services firm.…
  • MCI Careers Logo3.4
    Financial Services Customer Service Representative
    Dallas, TX
    $29,169 - $52,029 (Glassdoor est.)
    30d+
    Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat. Must be 18 years of age.…
  • Registered Client Service Associate
    Raleigh, NC
    $70,000 - $80,000 (Employer est.)
    Easy Apply
    9d
    Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary. High school or equivalent (Preferred).…
  • Registered Client Service Associate
    Fort Lauderdale, FL
    $12 - $50 Per Hour(Employer est.)
    Easy Apply
    30d+
    Series 7, and 66 license. The ideal candidate will be interested and competent in gathering and analyzing client data, helping to prepare financial plans, and……
  • MetLife Logo3.8
    Sr. Customer Care Advocate - Life - Warwick, RI, $22.10 /hour
    Warwick, RI
    $22 Per Hour(Employer est.)
    3d
    Answers and documents incoming calls from Financial Service Representatives and/or clients to respond to their inquiries and/or provide status updates and……
  • Advance Financial Logo3.5
    Retail Financial Customer Service Representative - Nashville, TN
    Nashville, TN
    $16 - $24 Per Hour(Employer est.)
    Easy Apply
    17d
    Experience in service-related field (cash handling experience preferred). Help customers with loans, check cashing, wire transfers, money orders, and bill……
  • Fidelity Investments Logo4.2
    Customer Service Representative
    Merrimack, NH
    $31,084 - $47,984 (Glassdoor est.)
    Top Company
    14d
    And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. The Purpose of Your Role.…
  • Financial Client Services Representative
    Bountiful, UT
    $18 - $25 Per Hour(Employer est.)
    Easy Apply
    30d+
    Prior investment or banking/credit union experience is recommended. Social awareness and conversational skills are a must as you will be one of the primary……
  • Client Service Assoicate
    Houston, TX
    $45,000 - $55,000 (Employer est.)
    Easy Apply
    1d
    Answer phone calls from clients, assist with inquires and request as needed. Maintain CRM system for phone calls and clients.…
  • Client Service and Relationship Specialist
    Camarillo, CA
    $65,000 - $90,000 (Employer est.)
    Easy Apply
    30d+
    Support onboarding of new clients to Mutual and be a resource that can resolve issues and provide guidance for best leveraging the overall relationship with……
  • Charles Schwab Logo4
    Customer Service Professional, 401K Department-Richfield, Ohio
    Richfield, OH
    $26,663 - $63,520 (Glassdoor est.)
    16d
    Active and valid Series 7 & 63 license is beneficial but not required. Perform in a fast-paced, inbound service center environment representing Schwab in every……
  • Customer Service Representative
    New York, NY
    Easy Apply
    30d+
    You will receive training to utilize Morgan Stanley’s state-of-the-art tools on behalf of experienced Financial Advisors, helping to develop business and……
  • Ameriprise Financial Logo3.8
    Financial Client Service Representative
    Franklin, TN
    $25 Per Hour(Employer est.)
    Easy Apply
    19d
    *401(k) matching & Profit Sharing*. Customer service skills are preferred. Financial services experience is a plus. Customer service: 1 year (Preferred).…
  • Concentrix Logo3.8
    Customer Service Representative Financial Services
    Bedford, VA
    $13 Per Hour(Employer est.)
    Easy Apply
    30d+
    Strong data entry, grammar and accurate spelling proficiency is a must. Customer service: 1 year (Preferred). Confirm customer understanding of the solution and……
  • Banker/Customer Service Representative
    Andover, MA
    Easy Apply
    30d+
    Responsible for comprehensive, prompt, and efficient processing of customer transactions for clients in person, via mail, online, or by telephone.…
  • Alorica Logo3.1
    $500 Sign On Bonus- $16hr-Bilingual Spanish/English Financial Customer Serv
    Albuquerque, NM
    $16 Per Hour(Employer est.)
    Easy Apply
    30d
    Escalates calls to supervisor when necessary and appropriate. Your mission (should you choose to accept it) is to offer customer support through phone, email,……
  • Client Service Associate (Wealth Management)
    Saddle Brook, NJ
    $60,000 (Employer est.)
    Easy Apply
    11d
    Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness.…
  • Lincoln Tech Logo3.9
    Customer Service Rep - Financial Aid
    Ramapo, NY
    $28,935 - $47,880 (Glassdoor est.)
    Easy Apply
    18d
    Answer student questions or concerns regarding the financial aid package. Lincoln Tech'sMahwah, NJ campus is seeking a Customer Service Rep to support students……

Jobs

Job TitleEmployerLocationSalary
Senior Client Service Representative - Plus $15,000 BONUS*Wilde Wealth Management GroupScottsdale, AZ
Financial Services RepresentativeCharles SchwabWestlake, TX
Financial Services – Office Administrator & Client Service RepresentativeVeraz AdvisorsSan Ramon, CA
Registered Client Service AssociateLindberg & RipplePalm Beach Gardens, FL
Client Service AssociateEQ Wealth Management LLCMercer Island, WA
Registered Client Service AssociateGrace & Rose Group, LLCBoca Raton, FL
Customer Service RepresentativeFUTU, Inc.Dallas, TX
Customer Service RepresentativeDevelopment Corporation for IsraelNew York, NY
Customer Service RepresentativeDPL Financial PartnersLouisville, KY
Financial Customer Service ProfessionalEmpower RetirementColorado
Client Service Associate - Financial ServicesTSW Wealth ManagementFramingham, MA
Wealth Management Client Service ManagerMaltin Wealth ManagementRemote
Client Service AssociateFolger Nolan Fleming Douglas IncorporatedDelaware
Financial Services Customer Service RepresentativeMCI CareersDallas, TX
Registered Client Service AssociateDye Creek CapitalRaleigh, NC
Registered Client Service AssociateFratarcangeli Wealth ManagementFort Lauderdale, FL
Sr. Customer Care Advocate - Life - Warwick, RI, $22.10 /hourMetLifeWarwick, RI
Retail Financial Customer Service Representative - Nashville, TNAdvance FinancialNashville, TN
Customer Service RepresentativeFidelity InvestmentsMerrimack, NH
Financial Client Services RepresentativeStrategic Planning GroupBountiful, UT
Client Service AssoicateIntrua FinancialHouston, TX
Client Service and Relationship SpecialistMutual Advisors, LLCCamarillo, CA
Customer Service Professional, 401K Department-Richfield, OhioCharles SchwabRichfield, OH
Customer Service RepresentativeMorgan StanleyNew York, NY
Financial Client Service RepresentativeAmeriprise FinancialFranklin, TN
Customer Service Representative Financial ServicesConcentrixBedford, VA
Banker/Customer Service RepresentativeNorthmark BankAndover, MA
$500 Sign On Bonus- $16hr-Bilingual Spanish/English Financial Customer ServAloricaAlbuquerque, NM
Client Service Associate (Wealth Management)ConfidentialSaddle Brook, NJ
Customer Service Rep - Financial AidLincoln TechRamapo, NY
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