Client Services Representative Jobs

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric…

Who we are: Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a…

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently…

The NetSuite Developer – FSM is responsible for the configuration, development, and support of NetSuite solutions with a strong focus on the Field Service Management module. The ideal candidate will build, test, and maintain FSM workflows and integrations while partnering with…

About THG Ingenuity THG Ingenuity is a fully integrated digital commerce ecosystem, designed to power brands without limits. Our global end-to-end tech platform is comprised of three products: THG Commerce, THG Studios, THG Fulfilment. Each represents a single, unified solution,…

Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our client

Estate Planning Partner – UHNW at Mercer Advisors in United States. Remote · $250K – $400K/yr.

Managing Partner, Estate Planning – UHNW at Mercer Advisors in United States. Remote · $300K – $450K/yr.

About Clutch: We’re on a mission to reinvent the way people buy, sell, and own cars. Are you game? Clutch is Canada’s largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of…

Managing Partner, Estate Planning - UHNW (San Francisco) at Mercer Advisors in San Francisco. $300K – $450K/yr.

Estate Planning Partner, UHNW (San Francisco) at Mercer Advisors in San Francisco. $250K – $400K/yr.

Tax Partner - UHNW (San Francisco) at Mercer Advisors in San Francisco. $250K – $400K/yr.

Manager, Senior Financial Planner (Dallas, Austin, or Houston, TX) at Mercer Advisors in Dallas, Park Cities. $80.8K – $95K/yr.

Senior Product Manager (Technical) - Identity & Access Management at Zinnia in Pune, Maharashtra, India. Full-time · On-site.

Senior Product Manager (Technical) - Identity & Access Management at Zinnia in Gurugram, Haryana, India. Full-time · On-site.