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Client Intake Specialist Jobs in the US

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Executive Director, AI & Data Governance Controls Strategy (Client Onboarding and Documentation Ope

Jpmorgan Chase

briefcase icon Full Time

geo-alt icon United States

DescriptionThis Executive Director role is for a techno-functional controls professional who can drive transformation across the controls space—specifically within COD ...

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Posted 5 days ago

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J.P. Morgan Wealth Management - Private Client Investment Associate - Bay Shore, NY

Jpmorgan Chase

briefcase icon Full Time

geo-alt icon Bay Shore, United St...

Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary ...

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Posted 7 days ago

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THW Client Co-op (January 2027 - Rochester, NY)

Ciena Government Solutions

$27 - $37 hourly

briefcase icon Internship

geo-alt icon 1250 Pittsford Victo...

As the global leader in high-speed connectivity, Ciena builds the critical infrastructure powering the AI era. We’re a technology company shaping the future of ne ...

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Posted 10 days ago

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J.P. Morgan Wealth Management Private Client Advisor - Flower Mound, TX

Jpmorgan Chase

briefcase icon Full Time

geo-alt icon Flower Mound, United...

Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering ex ...

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Posted 9 days ago

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Senior Client Advisor

Strider Technologies

briefcase icon Full Time

geo-alt icon South Jordan, United...

Strider Technologies delivers strategic intelligence that helps organizations make faster, more confident decisions in an increasingly complex global environment. Using cut ...

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Posted 12 days ago

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Client Retention Representative - Work From Home

AO Garcia Agency

briefcase icon Full Time

geo-alt icon Remote / Work from Home

Looking for motivated people who want a remote career with upside �� ...

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Posted 11 days ago

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Global Head of Client Implementation & Billing Services, MD - State Street Investment Management

State Street Corporation

$170,000 - $252,500 yearly

briefcase icon Full Time

geo-alt icon Boston, United State...

State Street Investment Management is seeking a Global Head of Client Implementation & Billing Services within the COO Client Experience (CX) Technology and Business Services organization. Thi ...

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Posted 6 days ago

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Client Service Associate

Morgan Stanley

$35,152 - $90,000 yearly

briefcase icon Full Time

geo-alt icon Palo Alto, United St...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interacti ...

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Posted 12 days ago

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Legal Counsel Credit Funds Client Role

Arootah

$200,000 - $225,000 yearly

briefcase icon Full Time

geo-alt icon New York, United Sta...

About the Role  ...

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Posted 11 days ago

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Client Solutions Associate - San Francisco, CA (February 2027)

Fact Set

$70,000 - $76,000 yearly

briefcase icon Full Time

geo-alt icon San Francisco, Unite...

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to m ...

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Posted 10 days ago

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Client Success Manager

Brundage Medical Group Llc

$56,844 - $91,709 yearly

briefcase icon Full Time

geo-alt icon Pinellas Park, Unite...

Full-timeDescriptionThe Client Success Manager (C ...

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Posted 12 days ago

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Client Accounting Coordinator

Skadden

$85,000 - $100,000 yearly

briefcase icon Full Time

geo-alt icon 2026 Inside The Cour...

We invite you to review our current business services professionals openings to learn about the opportunities available across the firm. ...

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Posted 12 days ago

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PubSec Client Director

Shi International Corp.

$100,000 - $250,000 yearly

briefcase icon Full Time

geo-alt icon New York, United Sta...

About UsSince 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to b ...

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Posted 12 days ago

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Client Service Representative

Vicar Operating Dba Vca

$19 - $21 hourly

briefcase icon Full Time

geo-alt icon Annandale, United St...

ESSENTIAL FUNCTIONS:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms• Scheduling and confir ...

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Posted 12 days ago

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Client Experience Associate

Pnc Bank, N.a

$33,750 - $56,250 yearly

briefcase icon Full Time

geo-alt icon North Olmsted, Lorai...

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Posted 12 days ago

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Director, Client Growth

Ansira

briefcase icon Full Time

geo-alt icon United States

The primary business owner. The Director is accountable for client growth, retention, commercial execution, and orchestrating cross-functional teams to meet revenue goals.Role Expectations ...

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Posted 12 days ago

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ACA Client Manager

Voya Financial Inc.

$50,000 - $60,000 yearly

briefcase icon Full Time

geo-alt icon Charleston, United S...

Together we fight for everyone’s opportunity for a better financial future. ...

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Posted 12 days ago

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Client Relationship Analyst

Morgan Stanley

briefcase icon Full Time

geo-alt icon Beavercreek, United...

POSITION SUMMARY  Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on ...

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Posted 12 days ago

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Global Client Leader, Healthcare Manufacturing

Perficient

$103,584 - $209,800 yearly

briefcase icon Full Time

geo-alt icon San Francisco, Unite...

Description Perficient is looking for a senior client leader with deep healthcare manufacturing industry knowledge to lead one of Per ...

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Posted 12 days ago

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Dedicated Client Liaison

Sun Life

$58,300 - $87,500 yearly

briefcase icon Full Time

geo-alt icon Kansas City, United...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industr ...

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Posted 12 days ago

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