66,177 Client Service jobs in the United States

1. Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
2. Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
3. Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
4. Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
5. Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets

1. Customer Service Experience: Previous customer service experience is highly desired
2. Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
3. Educational Background: High school diploma required, bachelor's degree preferred
4. Sales Process Knowledge: Understanding the sales process and how to enter information into
   
   client databases desired
5. Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals

1. Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
2. Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
3. Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
4. Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
5. Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets

1. Customer Service Experience: Previous customer service experience is highly desired
2. Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
3. Educational Background: High school diploma required, bachelor's degree preferred
4. Sales Process Knowledge: Understanding the sales process and how to enter information into
   
   client databases desired
5. Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals

1. Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
2. Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
3. Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
4. Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
5. Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets

1. Customer Service Experience: Previous customer service experience is highly desired
2. Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
3. Educational Background: High school diploma required, bachelor's degree preferred
4. Sales Process Knowledge: Understanding the sales process and how to enter information into
   
   client databases desired
5. Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals

1. Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
2. Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
3. Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
4. Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
5. Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets

1. Customer Service Experience: Previous customer service experience is highly desired
2. Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
3. Educational Background: High school diploma required, bachelor's degree preferred
4. Sales Process Knowledge: Understanding the sales process and how to enter information into
   
   client databases desired
5. Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals

1. Attend Meetings and Events: Attend online and in-person meetings, trainings, trade shows, and sales events
2. Monitor Competition: Keep an eye on what the competition is doing, and come up with a strategy to market to potential customers
3. Prospect Leads: Prospect leads by doing a variety of actions, such as calling, texting, or emailing individuals, and chatting with them at events
4. Communicate with Leadership: Communicate with sales leadership to reach team goals and improve operations
5. Utilize Social Media: Strategize how to use social media like Facebook, LinkedIn, and other social media outlets

1. Customer Service Experience: Previous customer service experience is highly desired
2. Communication and Interpersonal Skills: Stellar communication, presentation, persuasion, interpersonal, and negotiating skills
3. Educational Background: High school diploma required, bachelor's degree preferred
4. Sales Process Knowledge: Understanding the sales process and how to enter information into
   
   client databases desired
5. Organizational Skills: You are an organized, detail-oriented self-starter who loves contributing your team's goals

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer service skills (both verbal and written), and a proven ability to adapt to a changing work environment.

Responsibilities:

• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Keep client management systems up-to-date with client information
• Assist with various documentation requirements for new business
• Manage account activities that are operational in nature new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
• Conduct proactive outreach to clients and advisors on time sensitive activities (e.g., RMDs)
• Assume ownership of inquiries and requests; communicate with internal departments to ensure clients' expectations for timely service delivery are met
• Educate clients on account services, capabilities, and new technology eSignature, paperless statements, Account View (client portal), etc.

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Core competencies:

• Demonstrates drive, initiative, and motivation
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Organized with a strong attention to detail and problem-solving abilities

Preferences:

• Bachelor's degree; preferably in Business, Accounting or Finance
• Experience working with Financial Advisors, Branch and Home Office support teams
• 2-3 years brokerage/financial services industry knowledge
• Strong customer focus, excellent verbal and written communication skills; able to explain complex information clearly and simply
• Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment
• Strong analytical skills and ability to research information
• Proficiency in Microsoft Word, Excel, and PowerPoint; CRM applications
• Ability to utilize internal resources, training & self-service options available such as iKnow, Resource Center, LPLU, etc.

Pay Range: $22.82-$38.04/hour. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: where your potential meets opportunity. At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at ( .

Client Service Administrator

Are you the kind of person who takes pride in doing your best work every single day? Do you thrive in a fast-paced, high-energy environment where attention to detail and organization are key? If you love providing exceptional service, enjoy being part of a team of A-players, and are looking for a fun, engaging workplace, we want to meet you!

Imber Wealth Advisors in Ann Arbor, MI is looking for a Client Service Administrator to join our dynamic and growing team! We are seeking someone who is eager to bring their organizational skills, proactive mindset, and client-focused attitude to the table. If youre the type of person who loves going above and beyond to make sure clients feel valued and supported, this is the role for you!

What Youll Do

1. Handling client service requests like beneficiary changes and withdrawals with efficiency and a smile
2. Managing incoming client calls and resolving service-related issues promptly
3. Preparing client review summaries and assisting in Advisor meeting preparation
4. Maintaining accurate and up-to-date client records and database management
5. Assisting with client updates, reports, and mailings
6. Helping process and track business applications and paperwork

What Were Looking For

We want someone who is passionate about delivering outstanding service, thrives on teamwork, and has an eye for detail. Heres what makes you a great fit:

1. Super organized You love lists, calendars, and making sure no detail is overlooked
2. Great communicator You can write a clear email, explain things with ease, and always maintain a professional and friendly tone
3. Tech-savvy Youre comfortable with MS Office Suite, learning new software, and ideally have experience with CRM systems
4. Self-motivated & proactive You dont wait for things to happen; you take initiative and follow through
5. Financial industry experience Youve worked in a financial services office before and understand the importance of compliance and client confidentiality

What You Need to Succeed

1. Bachelors Degree preferred
2. At least 2 years of experience supporting a Financial Advisor in a fast-paced environment
3. Strong attention to detail and accuracy
4. A positive, can-do attitude and a commitment to excellence

Why Youll Love Working Here

At Imber Wealth Advisors, we believe work should be fulfilling and fun! We take our work seriously, but we also love a good laugh and a supportive team atmosphere. If youre ready to be part of a company that values hard work, collaboration, and a little bit of fun along the way, apply today! We cant wait to meet you!

Hours:

• Monday-Thursday, 8:45am-5:00pm
• Friday, 8:45am-4:00pm

Seniority level: Associate

Employment type: Full-time

Job function: Customer Service, Administrative, and Finance

Summary This position provides administrative support to Lance Thompson and team. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering and making out bound phone calls, handling basic service work, and utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to and is employed by Lance Thompson. This position is full-time in office. Compensation is between $18-22/hr dependent upon experience. Benefits: PTO and holiday pay. No medical, dental, or retirement provided. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming and outbound telephone calls (50-70% of day) Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors Update the contact management system with client/member contact and preference information Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Assist Financial Advisors in the preparation and follow up for the client/member meetings Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Completes other miscellaneous tasks as assigned Position Qualifications Previous administrative/secretarial experience desired Previous call center or high-volume phone call experience required Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the team Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Lance Thompson's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm’s Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. #J-18808-Ljbffr