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 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Service Specialist for HNW Families in Phoenix, AZ vacancy
- ...top 10 national professional services firm where our purpose is to create... ...every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax,... ...role will support our growing Family Office practice. Our CAAS practice...High net worthWork experience placementWork at officeLocal areaFlexible hours
- 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
- ...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
Beacon Pointe Advisors
Scottsdale, AZ7 days ago - ...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...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours
- ...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
- ...Title Manager, Tax - Private Client Ref # 2236745 Date Published... ...compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our... ...Partnering with our financial planners, Wealth Strategists, and Innovation teams...High net worthFull timeFlexible hours
Forvis Mazars, LLP
Phoenix, AZ2 days ago - 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,...
- Beacon Pointe is seeking an Account Services Associate in Scottsdale, AZ. The candidate will prepare client account paperwork and manage requests with a commitment to exceptional service. This full-time position requires an undergraduate degree (preferably in Finance) and...High net worthFull timeWork at office
- 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...
$91.8k - $171k
...14850 N. Scottsdale Road Job Family Group: Wealth Sales & Service Provides specialized wealth planning... ...Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term... ...enterprise-wide level and serves as a specialist resource to senior leaders and...High net worthContract workPart timeLocal areaShift workBank of Montreal
Scottsdale, AZ12 hours ago- ...Group, Inc. is seeking a Private Wealth Advisor in Arizona to create... ...high net worth individuals and families. The role requires an entrepreneurial... ...spirit and a strong focus on client relationships while providing exceptional service. Candidates should have over four...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...
- 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
- ...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
- ...Client Services Specialist The Quantum Group, an Integrity company, provides financial advisory firms... ...distributors of life, health and wealth insurance products. With a strong insurtech... ...opportunity to start a career in a family-like environment that is rewarding and...Local area
Integrity Windows
Scottsdale, AZ1 day ago $103.1k - $188.9k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management,... ...companies and their owners and their families. These clients span from...High net worthPrivate practiceSummer holidayLocal areaFlexible hoursEY
Phoenix, AZ6 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
- J.P. Morgan Wealth Management - Private Client Advisor - Scottsdale, AZ Location: Scottsdale, AZ, United States Job Information: - Job Identification... ...relationships, and delivering outstanding customer service while staying committed to diversity and inclusion. Using...Full time
$75k
...Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Risk... ...offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process... ...the puzzle is put into place as our clients’ lives unfold and their needs evolve....High net worthFull timeWork experience placementWork at officeMission Wealth Management LP
Scottsdale, AZ16 days ago- 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
$58k
About Trajan Wealth With over $3 billion in assets under management... ...out critical components of a client's financial life. We bring them... ...one fiduciary standard - the Family Office. Role Overview The Client Services- New Business Specialist is responsible for the accurate...Temporary workWork at office- ...to be the highest quality provider of wealth management services to those within our sphere of influence... ...in the impact we have on our clients' financial lives. Consistently... ...department, Risk Department, a comprehensive Family Office offering, and a fully professionalized...High net worthFull timeWork at office
The Bahnsen Group
Phoenix, AZ4 days 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
$125k - $200k
...Family Law Attorney - HNW Family Law, Divorce, Asset Division! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking... ...We prioritize personalized attention to ensure that every client receives the support they need. Our experienced divorce...High net worthLocal areaJobot
Scottsdale, AZ2 days ago$105k - $180k
...Day in the Life A typical day as a Wealth Transition Services Tax Manager might include the... ...high net worth and ultra-high net worth clients. Technical research on estate, gift... ...your success, and benefits that put your family's needs first. Hear what our employees...High net worthWork at officeLocal areaRemote workVisa sponsorshipEide Bailly
Phoenix, AZ7 days ago$65k - $80k
...3 licensed professional with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative... ...Foster trust and reliability through consistent, high-quality service. ~ Educate clients on Vanguard's product and service...High net worthVanguard Group, Inc.
Scottsdale, AZ7 days ago- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT... ...true Wealth Advisor for your clients, with the ability to serve... ...delivering concierge-style customer service. Your satisfaction will come... ...high net worth individuals, families, family businesses and...High net worthWork experience placementWork at office
BOK Financial
Scottsdale, AZ4 days ago - A leading financial services firm in Arizona is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions for clients. The role requires at least 2 years of financial advising experience, strong skills in client acquisition, and...
- TwinThread is seeking a Private Client Advisor in Scottsdale, AZ, to build relationships and provide personalized investment solutions. The ideal candidate will have a minimum of 2 years in a Financial Advisor role and hold necessary licenses such as Series 7 and Series...
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
- online customer service representative Phoenix, AZ
- customer advisor Phoenix, AZ
- airport customer service agent Phoenix, AZ
- customer support associate Phoenix, AZ
- employee relations assistant Phoenix, AZ
- participant services representative Phoenix, AZ
- customer service representative 1st shift Phoenix, AZ
- inbound call center customer service representative Phoenix, AZ
- service agent Phoenix, AZ
- insurance customer service advisor Phoenix, AZ