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27,764 Client financial services representative jobs in United States

  • American Financial Management Logo
    American Financial Management
    2.9
    Client Services Representative
    United States
    $35K - $50K (Employer provided)
    1-3 years of experience in collections, client services in a collection environment. This position serves as a primary day-to-day email contact for clients,……
    30d+
  • Thrivent Logo
    Thrivent
    3.7
    Associate Financial Advisor - Wisconsin Heartland Associates
    Madison, WI
    $36K (Employer provided)
    Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on……
    30d+
  • Northwestern Mutual Logo
    Northwestern Mutual
    4.0
    Financial Planning Associate
    Portage, MI
    $40K - $60K (Employer provided)
    Active licensing or ability to obtain LAH, SIE, Series 7, and Series 63. _The full-time Financial Planning Associate works alongside Financial Representatives……
    30d+
  • Michael Lee Financial Inc (Allstate Insurance)
    Insurance Sales Representatives (P&C Licensed)
    Leesburg, VA
    $27.00 - $35.00 Per Hour (Employer provided)
    Conduct outbound and inbound sales calls to prospective clients. Following a 90-day performance evaluation, qualified employees may be considered for permanent……
    30d+
  • CreativeOne Logo
    CreativeOne
    3.5
    Principal – Broker/Dealer RIA
    Leawood, KS
    $100K (Employer provided)
    Bachelor's degree or equivalent: Business, or a related field. The *Principal-Broker/Dealer RIA* will ensure adherence to regulatory requirements, managing risk……
    30d+
  • Ulster Hospital
    4.0
    Registered Representative Financial Services - Kingston, NY
    Kingston, NY
    $31K - $100K (Employer provided)
    We offer an excellent benefit package, including paid time off, paid holidays, medical, dental and vision insurance, matching 401k plan, and educational……
    30d+
  • MBH Settlement Group Logo
    MBH Settlement Group
    4.0
    Real Estate Settlement Attorney
    Annapolis, MD
    $100K (Employer provided)
    You will actively seek opportunities to increase revenue by attracting new agents and nurturing existing relationships.…
    3d
  • California PM One, Inc.
    HOA Community Manager (2 YRS EXP REQ, BACHELORS DEG REQ)
    San Francisco, CA
    $75K - $90K (Employer provided)
    Must have personal transportation, current driver’s license and automobile insurance coverage. Familiarizing yourself with all local and state laws regarding……
    12d
  • Purshe Kaplan Sterling Investments Logo
    Purshe Kaplan Sterling Investments
    4.3
    Compliance Officer - Broker Dealer
    Albany, NY
    $63K - $70K (Employer provided)
    Bachelor’s degree from an accredited college or university with emphasis on finance, business administration or related field with three (3) years’ experience……
    9d
  • Thrivent Logo
    Thrivent
    3.7
    Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
    Seattle, WA
    $100K - $140K (Employer provided)
    Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required. Open and complete product applications.…
    30d+
  • Family Allergy & Asthma Logo
    Family Allergy & Asthma
    3.0
    Physician - Allergist/Immunologist
    Avon, IN
    $81K - $152K (Glassdoor est.)
    Eligible for medical licensure in the state of practice. To encourage pay transparency, promote pay equity, and proactively address regulations, Family Allergy……
    30d+
  • Raymond James Financial Logo
    Raymond James Financial
    4.1
    Branch Operations Manager-Charleston, SC
    Columbia, SC
    $52K - $81K (Glassdoor est.)
    Ability to obtain additional securities and advisory state registrations if required by state. Series 63, 65 and/or 66 as required by state.…
    18d
  • Caliber Wealth Management
    Financial Advisor
    Overland Park, KS
    $55K - $200K (Employer provided)
    Company-paid technology, licensing, continuing education, and operational support. Advisors transition over time into a production-based compensation structure……
    30d+
  • CHC Hydronics
    Business Development Representative
    Vancouver, WA
    $100K - $125K (Employer provided)
    The Business Development Representative collects product specifications for CHC's lines, supports fellow CHC Business Development Representatives, and……
    30d+
  • SOAR Partners
    5.0
    Cash Management Manager
    Tulsa, OK
    $70K - $90K (Employer provided)
    *Preferred:* Certified Public Accountant (CPA) license and experience with Cash Management Regulations, including Credit Reform.…
    30d+
  • David M Hundertmark Agency Inc
    NJ Personal Lines Insurance Customer Service Rep
    Pompton Lakes, NJ
    $40K - $56K (Employer provided)
    Provide outstanding customer support by answering inbound calls promptly and professionally, addressing client inquiries about personal insurance policies.…
    30d+
  • Confidential
    Annuity Sales Consultant - Wholesaler Representative
    Bonita Springs, FL
    $60K - $110K (Employer provided)
    Life Insurance license is required. We provide full training, mentorship, and licensing support. Organizational skills to manage multiple leads, follow-ups, and……
    30d+
  • EHIM Logo
    EHIM
    3.0
    Strategic Account Manager - PBM
    Southfield, MI
    Initiate a 30, 60, and 90 day “check-in” calls with new business clients. Initiate monthly and quarterly client and agent “check-ins”, status calls, and touch……
    30d+
  • Reliant Rehabilitation Logo
    Reliant Rehabilitation
    2.4
    Director of Rehabilitation
    Lakewood, CO
    $38.00 - $43.00 Per Hour (Employer provided)
    Maintain valid state license (where appropriate). Must hold a current and active license as one of the following: Physical Therapist, Physical Therapist……
    30d+
  • Allegiance Gold Logo
    Allegiance Gold
    4.1
    Salesforce Administrator – Five9 & Revenue Operations
    Calabasas, CA
    $150K (Employer provided)
    Build priority-based workflows for fresh leads, warm leads, callbacks, nurture leads and aged leads. Ensure call outcomes create the appropriate task, status,……
    3d
  • New York Life Logo
    New York Life
    3.7
    Insurance and Financial Services Professional
    Ridgeland, MS
    $75K - $115K (Employer provided)
    All the tools needed to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools……
    30d+
  • Excellentia Capital
    Investment Client Services
    Spokane Valley, Spokane, WA
    $75K - $120K (Employer provided)
    Life & Health insurance license preferred; may be required to obtain (employer-paid). Execute investment trades, distributions, incoming investments, and other……
    22d
  • Duncan Disability Law Logo
    Duncan Disability Law
    4.2
    Administrative Assistant - Social Security Disability Claims
    Nekoosa, WI
    $16.00 Per Hour (Employer provided)
    Assist with general office duties, including scanning, copying, mailing, data entry, scheduling, and answering phones.…
    18d
  • JSD Professional Services Logo
    JSD Professional Services
    3.9
    Dept. Lead - Senior Landscape Architect - Milwaukee, WI
    Waukesha, WI
    $100K - $1M (Employer provided)
    Maintain strong technical credibility in landscape architecture, including planting design, grading, stormwater integration, and sustainable site design.…
    13d
  • Vine Maple Place Logo
    Vine Maple Place
    3.8
    Foundation & Corporate Relations Director
    Maple Valley, WA
    $85K - $115K (Employer provided)
    Master’s degree in a relevant field and certificate in fund development and/or nonprofit management is desired. Sense of humor and flexible demeanor.…
    23d
  • Fleet Response Logo
    Fleet Response
    3.9
    Third Party Sr. Claims Representative
    Hudson, OH
    $22.00 - $22.50 Per Hour (Employer provided)
    A Third-Party Sr. Claims Representative manages the most complex, high-exposure claims, requiring significant independent judgment, a strategic mindset,……
    9d
  • Angels Creation Reproductive Center
    1.0
    Case Management Coordinator - Mandarin Required
    Irvine, CA
    $23.00 - $27.00 Per Hour (Employer provided)
    Handle escalated client concerns and develop strategies to improve overall satisfaction. This Case Management Coordinator role combines case management and……
    2d
  • Conscious Capital Wealth group
    Life Insurance Sales Representative
    Beltsville, MD
    $2,500 - $5,000 (Employer provided)
    Collaborate with team members to develop targeted outreach plans and improve overall sales performance. Demonstrated analysis skills to assess client needs and……
    6d
  • Servpro Industries Logo
    Servpro Industries
    3.1
    Sales and Marketing Representative
    Cambridge, NY
    $35K - $50K (Employer provided)
    Conduct objective-to-objective daily marketing contacts, build customer relationships and rapport by educating them on the reasons SERVPRO® is the best cleaning……
    17d
  • Liberty Tax Service Logo
    Liberty Tax Service
    4.0
    Tax Preparer
    Oxford, PA
    $14.00 - $17.00 Per Hour (Employer provided)
    Associate’s degree in accounting, finance, or a related field; or equivalent experience. Ensure compliance with federal, state, and local tax regulations.…
    30d+
American Financial Management Logo

American Financial Management

2.9

Client Services Representative

United States
$35K - $50K (Employer provided)