Wealth Client Service Specialist for HNW Families
Versant Capital Management, Inc.
A multi-family office in Phoenix is seeking a Client Service Associate to provide essential support to wealth advisors and improve client satisfaction for high-net-worth clients. Your role will involve coordinating communications, preparing important documents, and managing client records. Ideal candidates will have a Bachelor’s degree in finance/business and over 2 years of client service experience. The position offers competitive salary and benefits, emphasizing integrity and collaboration within a high-performing team. #J-18808-Ljbffr Versant Capital Management, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Service Specialist for HNW Families in Phoenix, AZ vacancy
- A financial advisory firm in Phoenix is seeking a Wealth Management Client Associate to provide high-level operational support to financial advisors... ...clients. Candidates should have over 5 years in financial services, hold Series 7 and 66 licenses, and possess strong...High net worth
- ...Client Service Associate Client Service Associates provide exceptional service to our clients... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...proud to support our employees and their families at every point along their work-life journey...SuggestedWork at officeLocal area
Morgan Stanley
Scottsdale, AZ3 days ago - ...seeks a Senior Tax Associate for its Tax Services Department, based in Phoenix, AZ or Newport... ...role demands a proactive approach to client service, focusing on tax compliance for high... ...professional growth within a recognized wealth management firm. #J-18808-Ljbffr The Bahnsen...High net worthWork at office
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients... ...role or equivalent financial services experience. Demonstrated success...Suggested
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...advice to individuals and families. Your expertise will support...Suggested
- J.P. Morgan Wealth Management - Private Client Advisor - Lake Havasu, AZ Lake Havasu City, AZ, United States... ...delivering extraordinary customer service while maintaining a strong commitment... ...planning and advice to individuals and families. Your expertise will support a wide...Full time
- ...seeking experienced Senior Wealth Advisors to join... ...term relationships with clients. The role partners... ...worth individuals and families to develop personalized... ...centralized back‑office services, resources, and technology... ...with internal specialists to deliver integrated...High net worth
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...advice to individuals and families. Your expertise will support...
- ...with a well-developed private client practice is seeking an... ...solutions-driven approach to private wealth matters, strong technical... ...attorney development and client service excellence. About the Role... ...playing an active role in advising families, fiduciaries, and high-net-...High net worthPrivate practice
- BDO USA is seeking a Tax Experienced Manager for Private Client & Family Office Services in Phoenix, Arizona. This role includes managing finance and accounting outsourcing engagements, client relationship management, and leading business development strategies. Ideal candidates...Work at office
$90k - $125k
BDO USA is seeking a Tax Manager for its Private Client & Family Office Services in Phoenix, Arizona. The role involves managing finance and accounting outsource engagements, providing client relationship management, and delivering tax expertise. Ideal candidates should...Work at office- ...we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.... ...client service to individual investors and families. The candidate also recommends solutions...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- A major financial institution is seeking a Private Client Advisor in Phoenix, Arizona. In this role, you will offer comprehensive financial planning and advice to clients of varying wealth. The ideal candidate will have at least 2 years of financial advisory experience,...
- A leading financial services firm in Phoenix, Arizona is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will help clients build wealth and manage their investments by fostering strong relationships and delivering personalized...
- ...Planning Attorney with 3-6 years of experience. This role involves drafting and implementing estate planning documents, advising clients on wealth transfer and tax planning, and collaborating with financial and other professionals. Candidates should hold a Juris Doctor...High net worth
- ...Pointe in Arizona is looking for experienced Senior Wealth Advisors to provide comprehensive wealth... ...role requires building long-term relationships with clients, partnering with high-net-worth individuals and families, and leveraging a strategic platform. The ideal candidate...High net worth
- A financial services firm in Scottsdale is seeking a Relationship Manager in Advice & Wealth Management to manage ultra-high-net-worth clients. The role involves building strong relationships, guiding clients through complex financial decisions, and leading discussions...High net worth
- TwinThread is seeking a Private Client Advisor in Phoenix, Arizona. This role involves delivering personalized investment solutions and financial planning to individuals and families. Candidates should have at least 2 years of experience in a Financial Advisor role and...
- A leading financial services firm is seeking a Private Client Advisor in Phoenix, Arizona. You will offer financial planning and investment solutions to individuals and families, delivering a personalized client experience while building strong relationships. The ideal...
- ...divh2Client Services Specialist/h2pThe Quantum Group, an Integrity company,... ...their business by combining client-centric insurance solutions... ...distributors of life, health and wealth insurance products. With a... ...to start a career in a family-like environment that is rewarding...Local area
Integrity Windows
Scottsdale, AZ23 hours ago - ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...their careers within a sophisticated, client-first advisory platform. The... ...preference for those with exposure to HNW/UHNW client service or financial planning. A CFP certification...High net worth
Confidential
Phoenix, AZ3 days ago - JOB DESCRIPTION Private Client Services at BDO is a boutique practice within... ...‑worth individuals, their families, family offices, C‑Suite... ...outside of BDO Involves firm specialists and other business lines to... ...employees the chance to grow their wealth over time as their shares...High net worthPrivate practiceWork at office
$91.8k - $171k
...850 N. Scottsdale RoadJob Family Group:Wealth Sales & ServiceProvides specialized... .../ Ultra High Net Worth (HNW/UHNW) clients to help meet their long-... ...and specialized planning services to HNW/UHNW client... ...wide level and serves as a specialist resource to senior leaders...High net worthContract workPart timeLocal areaShift work- 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 interactions with clients, individuals in this role build trusted relationships. Leading...Work at officeLocal area
$76k - $125.3k
...contact for a wide range of clients and colleagues. This... ...teaming focusing on service delivery for our... ...worth individuals and families, allowing you to develop... ...client. You will work with specialists in our other areas... ...understanding of estate and wealth planning Experience...High net worthWork experience placementSummer holidayLocal areaFlexible hours- ...RECEPTIONIST and CLIENT CARE REPRESENTATIVE Location: Scottsdale... ...dedicated concierge for our families, ensuring that every interaction... ...) to ensure seamless client service ? Assist clients weekly during... ...and stress-free. ? Family Wealth Coordination: Facilitate Family...Permanent employmentTemporary workWork at officeLocal area
PrideStaff
Scottsdale, AZ1 day ago $125k - $150k
Overview The Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full life cycle of assigned finance and accounting... ...train managers/staff on research skills. Involve firm specialists as appropriate. Strategy Development: Propose and...Work at office- Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...net worth individuals and families, as well as select... ...PWM Teams work one-on-one with clients to advise and deliver customized... ...inclusive of the full product and service offerings of Goldman Sachs...High net worth
- A leading financial services firm in Scottsdale, Arizona, seeks a Client Service Associate to provide exceptional service and support to Financial Advisors. Responsibilities include managing client relationships, executing transactions, and assisting with administrative...Work at office
- Client Services Specialist page is loaded## Client Services Specialistlocations: Scottsdale, AZtime type... ...distributors of life, health and wealth insurance products. With a strong insurtech... ...work more fun and give you and your family peace of mind.Headquartered in Dallas,...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Service Specialist for HNW Families. Be the first to apply!
Related searches
- customer service representative csr Phoenix, AZ
- customer retention representative Phoenix, AZ
- service representative Phoenix, AZ
- client retention specialist Phoenix, AZ
- bilingual customer support specialist Phoenix, AZ
- customer service associate remote Phoenix, AZ
- customer service representative ii Phoenix, AZ
- international customer service representative Phoenix, AZ
- employee relations assistant Phoenix, AZ
- full time customer service representative work from home Phoenix, AZ