Client Servicing Jobs

Lead and scale a digital product organization to build consumer-grade enrollment and servicing experiences that drive measurable business and customer outcomes at National Debt Relief.

Bank of China's New York branch is recruiting an entry-level Custody Associate to handle securities settlement, asset servicing, client reporting and compliance in the custody operations team.

Merrill Wealth Management is hiring a detail-oriented Client Service Associate to support Financial Advisors with onboarding, account maintenance, and client servicing in a central office setting.

Axos Bank is hiring an AVP, Relationship Onboarding Operations Manager to lead onshore and offshore teams responsible for account onboarding, QC, and back-office processing at its San Diego headquarters.

Bank of America is hiring a Financial Services Representative I in Hunt Valley to provide point-of-call brokerage account servicing, resolve escalated client inquiries, and identify needs-based referral opportunities across Merrill and Bank of America.

U.S. Bank is hiring an Institutional Trust & Custody Business Development Officer in Philadelphia to drive new institutional custody business through targeted prospecting, relationship development, and tailored client solutions.

Berkadia seeks a detail-oriented Client Relations Manager to coordinate borrower communications, manage loan servicing requests, and ensure compliance across stakeholders in its commercial mortgage servicing platform.

Serve as the lead institutional client service contact at Russell Investments, driving custody, trust, and asset-servicing delivery while supporting onboarding, compliance, and relationship management.

Senior client relationship leader responsible for growing and protecting revenue while coordinating delivery of State Street solutions for major US asset manager accounts.

Provide operational and client service support to Financial Advisors at Truist’s Fort Worth office, handling trade processing, client communications, account documentation, and sales support.