Wealth Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and teams in Massachusetts. The role focuses on building client relationships, handling routine account tasks, and facilitating digital tool adoption. Ideal candidates will have strong organizational and writing skills, proficiency with Microsoft Office, and the ability to work in a fast-paced environment while delivering excellent client service. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Wellesley, MA vacancy
- Savant Wealth Management in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a key partner to Advisors. You will manage client requests, maintain accurate information, and ensure a polished, personal experience in a fast...SuggestedWork at office
- Savant in Wellesley, MA is seeking a Client Services Associate to be the trusted first contact for clients and a partner to Advisors. The role focuses on coordinating client requests, maintaining accurate information in Salesforce, and ensuring a polished, personal client...Suggested
- ...Morgan Stanley is seeking a Senior Wealth Management service associate to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences and coordinating across the team. The role emphasizes strong relationship building, organizational...Suggested
Morgan Stanley
Boston, MA4 days ago - ...Thrive Pet Healthcare in Dracut, MA is seeking a Veterinary Client Service Representative for a part-time role. You will greet clients, handle in person, phone, and email inquiries, and assist with scheduling and payments in a friendly, educational environment. Qualifications...SuggestedPart time
XPrep Learning Solutions
Dracut, MA4 days ago $20 - $25 per hour
...Veterinary Client Service Representative Newton Animal Hospital Newton, MA Part-Time Thrive Pet Healthcare is one of the first veterinary services offering a comprehensive continuum of care for pets’ primary, specialty, and acute needs. Through a nationwide community...SuggestedFull timeTemporary workPart timeWork at officeCareerwebsite
Newton, MA5 days ago$60k - $70k
...Client Services SpecialistTransAction Associates is seeking a Client Services Specialist to play a key role in supporting and delivering transportation and mobility programs and initiatives for employers, municipalities, nonprofit transportation management associations...Flexible hoursAfternoon shift2 days per week3 days per weekVan Pool Transportation
Woburn, MA19 hours ago- We’re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties Assist... ...Benefits We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
- ...Client Support Specialist We are currently seeking a Client Support Specialist to help guide clients through the travel planning and booking process. This role combines customer service and coordination, assisting clients in selecting and organizing travel arrangements...Remote work
Traveling with Tasha
Newton, MA3 days ago - Our mission is simple: to provide our clients with the legal expertise and compassionate support they need to make informed decisions about their future. "You're not just selling a service—you're helping people protect their families, their futures, and their peace of...Full timeWork at office
- UBS is seeking a service‑oriented associate to join the Private Wealth Management team in Boston. You’ll keep client information systems up-to-date, educate clients on account services, and help prepare reports and materials for client meetings. The role requires Series...Work at office
- Ashton Thomas Securities, a dynamic wealth management team in Boston, seeks an administrative professional to help grow and maintain client relationships, streamline onboarding, and support Wealth Advisors. You will prepare meeting materials, manage records, and coordinate...Work at office
$125k - $250k
...provide outstanding long-term investment performance, exceptional client service and a comprehensive suite of investment management solutions... ...Income Institutional Portfolio Manager / Senior Product Specialist will join the Mortgage & Securitized Team and serve as a key...Temporary workMorgan Stanley
Boston, MA1 day ago$24 - $26 per hour
...apply your energy and intellect to helping clients be faster to market and faster to... ...in business-to-business events, digital services, and academic research in the FTSE 100.... ...Auburndale, MA office. The Client Delivery Specialist is primarily responsible for supporting...Full timeContract workWork at officeLocal areaRemote workWork from home3 days per weekInforma TechTarget
Newton, MA11 days ago- ...researchers better understand disease biology, guide treatment decisions, and monitor disease evolution over time. The Client Services Specialist is responsible for ensuring that all required patient, physician, and billing information associated with genomic testing...Work at officeFlexible hours
Predicta Biosciences
Cambridge, MA5 days ago $20 - $25 per hour
Description Veterinary Client Service Representative Newton Animal Hospital Newton, MA Part-Time Our Ideal Candidate: An upbeat, self-starter with a passion for providing excellent customer service. Our team is focused on providing a welcoming and educational environment...Full timeTemporary workPart timeWork at office$60k - $70k
...is seeking a highly motivated Associate, Client Advisor to join our growing team. In this... ...a commitment to delivering best-in‑class service with discretion and professionalism. This... ...Partners, brings together businesses across Wealth, Business Management, Family Office, and...Work at officeLocal area$2,000 per month
...Friday Answer calls, cover the front desk, and manage mail/package distribution to clients, including notifying them of important deliveries and assisting them with outgoing messenger services Maintain client files, the sales leads database, and Constant Contact Open and...Hourly payWork at officeLocal areaMonday to FridayFlexible hours- Mass General Brigham is seeking a customer service oriented individual to facilitate client relationships at our Newton-Wellesley Hospital location. The role requires handling inquiries via phone, email, and in person, ensuring timely resolution and adherence to policies...
- Foundation Medicine in Boston is seeking a Client Services Representative to respond to inquiries and resolve issues, acting as a liaison between FMI and its partners and patients. You will support the fast-paced Client Services team with professional communication by phone...
$86k
...reach and extensive capabilities to provide personalized service wherever our clients’ needs take us. As one of the world’s leading law firms,... ...innovation, and professional growth. Job Title Client Service Specialist Location Boston Regular/Temporary Regular Job Description...Temporary workWork at officeFlexible hours$21.62 - $29.25 per hour
...Sales And Service Representative At First Citizens Bank, together we become better.... ...Skills: Ability to support team by making client servicing calls, identifying client needs... ...the appropriate branch team members or specialist Adaptability: Has the ability to learn...Work at officeImmediate startShift work- ...driven risk management, safeguarding critical assets for clients in Financial Services, Bio-Tech, Critical Infrastructure, Higher Education, and... ...The Opportunity As a Technical Client Success Specialist, you will help make sure our clients have a connected, responsive...
ADRM Careers
Woburn, MA6 days ago - ...Client Specialist Barry's is the Best Workout in the World. Founded in West Hollywood in 1998, it's the original strength and cardio interval... ...: Deliver quality protein smoothies and customer service in the Fuel Bar Handle pre-orders and orders on the spot,...Full timePart timeLocal areaShift workNight shiftWeekend workDay shift
- The Baldwin Group is seeking a Sr Client Service Specialist, Commercial Risk to work with advisors and client servicing professionals in analyzing client data and delivering risk management solutions. The role emphasizes accuracy, market-facing documents, and collaboration...
- ...that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high... ...Insurance and Annuities. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our...Casual workShift workWeekend workAfternoon shift
- Citizens Bank is seeking a Private Client Relationship Manager to engage with affluent clients... ...term guidance. You will collaborate with Wealth Advisors and CFPs to create a seamless... .... The role emphasizes high-touch client service, outbound engagement, and cross-team...
- ...insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. The Client Services department focuses on delivering best-in-class service to ultra-high net worth...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$70k - $130k
...unique culture that focuses on the open exchange of ideas, community partnerships, a commitment to safety, and delivering unrivaled client service while acting as industry leaders in horticultural and environmental services. We are currently looking to add a dynamic Sales...Permanent employmentFull timeWork experience placementWork at officeDavey Tree Expert Co
Needham Heights, MA4 days ago$17 - $19 per hour
...Best Friends Veterinary Center is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional client experiences, build trust through compassionate service...Hourly payFull timePart timeLocal areaWestern Veterinary Partners
Boston, MA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- airport customer service agent Wellesley, MA
- client experience specialist Wellesley, MA
- customer service associate Wellesley, MA
- customer success specialist Wellesley, MA
- hospital customer service representative Wellesley, MA
- customer service representative hiring Wellesley, MA
- community service representative Wellesley, MA
- client service representative Wellesley, MA
- customer support representative Wellesley, MA
- customer relations specialist Wellesley, MA