71,296 Client Service jobs in the United States

Senior Client Service Manager, AOA Client Service (Finance) Senior Client Service Manager, AOA Client Service (Finance) About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Manages the administrative and relationship needs of institutional trust clients. Responds to client inquiries and coordinates client activity. Identifies opportunities for expanding business relationships through additional products or services. Acts as key consultant to their clients . Work Model: Hybrid Major Duties: Manages the administrative and relationship needs of institutional trust client. Responds to inquiries from clients and coordinates client activity. Identifies opportunities for expanding business relationships through additional products or services. Partners with Relationship Managers/Client Executives to expand shared relationships. Acts as key consultant to client, assisting in formulation of best practices, redesign of processes, evaluation and implementation of Trust and Custody services through creative ideas and problem solving. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely deliverables and issue resolution, and effectively communicating client concerns/needs to partners. Develops complete understanding of client's business, objectives, goals, and market challenges. Assists CE's in counseling clients on emerging issues, bank products/services, legal/regulatory changes, and general financial environment, translating the impact on client's activities and banking services. Participates in development of solutions to client needs, coordinates presentations, brings in experts when appropriate, and ensures smooth delivery of new services. Manages and enhances client profitability. Travels to client locations on a selected basis where revenue and/or new business opportunities and/or servicing require a call. Knowledge: In-depth knowledge of trust or asset management and/or finance and relevant business segment specific issues usually acquired through work experience. Skills in negotiation, leadership, sales, and client servicing are necessary to service the client relationship. Knowledge of applicable industry laws and regulation, usually acquired through prior work experience. Experience : 4-6 years' experience in financial servicing/accounting fields, with client servicing background. Salary Range: $74,700 - 126,900 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at . We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. #J-18808-Ljbffr

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
• Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
• Confirm authorization and authenticate client when processing requests
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
• Prepare financial plans, client reports, and other materials for client meetings
• Review and take appropriate action on client account alerts

• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
• Proactively participate in firm initiatives directed by local management
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors

• Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Two or more years of industry experience preferred
• High School Diploma/Equivalency
• College degree preferred

• Strong industry, product, and branch procedures knowledge
• Exceptional writing, interpersonal and client service skills
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Strong computer skills and knowledge of Microsoft Office products
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Goal oriented, self-motivated and results driven
• Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts

• Business Service Officer

Who We Are:
At VMS (Velocity Merchant Services) , we provide smart, reliable payment processing and point-of-sale systems  to small and mid-sized businesses across the U.S. We combine cutting-edge tech with good old-fashioned customer service — fast, honest, and personal.

What We're Looking For:
We’re hiring a bilingual (English/Spanish) Customer Service Agent  who’s friendly, focused, and dependable. Someone who takes pride in helping others and isn't afraid to hustle when it counts.

What You’ll Do:

• Help our merchants with tech support, billing, product info, and updates
• Troubleshoot quickly and communicate clearly — by phone, email, or chat
• Provide top-notch service in both Spanish and English
• Upsell and educate customers on new services (hello, commissions )
• Keep things organized — log tickets, track follow-ups, and close the loop

The Details:
 Schedule:  Monday–Friday, 8:00 AM to 4:30 PM