Wealth Client Services Specialist
$60k - $80kHarbour Bridge Consultants, LLC
A prominent financial services firm located in New Jersey is seeking a Client Service Associate to support Financial Advisors and ensure exceptional client service. The ideal candidate will have a minimum of 2 years in client service within the financial sector and will be responsible for managing client inquiries, account administration, and documentation preparation. This role offers a competitive salary range of $60,000 to $80,000, along with benefits such as a 401(k) plan and opportunities for career growth. #J-18808-Ljbffr
- Dormont Manufacturing Co in Morristown is looking for a Registered Client Service Associate to enhance client experiences through exceptional service. Key responsibilities include managing client relationships, executing transactions, and maintaining client accounts. The...Suggested
- 711 MS Smith Barney, LLC in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients while supporting Financial Advisors. The role involves executing transactions, managing client accounts, and providing timely responses...SuggestedWork at office
- JPMorgan Chase is seeking a Private Client Investment Associate in Montclair, New Jersey, who will provide essential client service and operational support to Private Client Advisors in Wealth Management. The role includes facilitating requests, maintaining client relationships...Suggested
$135k - $160k
...Wealth Client Advisor - Family Office Services Team Company Overview: Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services...SuggestedWork at office- ...Veritas Veterinary Partners in Florham Park, NJ, is seeking a Veterinary Client Service Representative to join the outpatient surgery team. Candidates should have at least 1 year of client service experience, effective multitasking skills, and the ability to communicate...SuggestedFull timeWeekday work
$70k - $90k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours- RMR Wealth Builders, Inc. is seeking a Wealth Advisor for their Montclair, New Jersey headquarters. This client-facing position focuses on comprehensive financial planning, retirement education, and relationship management. The role involves leading clients through financial...
- ...Dormont Manufacturing Co is seeking a Client Service Support role in Florham Park, NJ. This position focuses on facilitating client requests related to banking and investment products while adhering to regulatory requirements. The ideal candidate will have at least 1...
- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest...
$32.22k - $90k
Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area$32.22k - $90k
Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area- Veritas Veterinary Partners is looking for a Veterinary Client Services Representative for GSVS Veterinary Emergency Services in Morristown, NJ. The role offers a consistent weekday schedule without weekends, allowing for excellent work-life balance. Candidates should have...Weekend workWeekday work
$36 - $38 per hour
A leading customer service provider is seeking an experienced Active Client / Customer Services Representative IV in New Providence, NJ. This role involves managing complex inquiries, resolving escalated issues, and ensuring high-quality service delivery. Responsibilities...Hourly pay- ComForCare Home Care - Richmond/Glen Allen is seeking a Client Services Coordinator to support daily office operations. The role involves managing phone calls, scheduling caregiver shifts, conducting client intakes, and ensuring exceptional service to clients and caregivers...Work at officeShift work
- ...our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility. Position Summary Client Service Specialist is responsible for developing and maintaining effective...Work at office
- Job Description: Client Relationship Specialist (Full-Time) Position Overview We are seeking a highly motivated... ...range of administrative and client service tasks as part of an expanding... ...relevant to the financial industry. #J-18808-Ljbffr OnePoint BFG Wealth PartnersFull time
$30.77 - $45.67 per hour
Fox Rothschild LLP in Morristown, NJ, is seeking a Financial Restructuring & Bankruptcy Client Service Specialist to provide administrative support to attorneys. The ideal candidate will possess at least five years of legal experience, strong communication skills, and a...Hourly pay- Veritas Veterinary Partners is seeking a Veterinary Client Services Representative for GSVS Veterinary Emergency Services located in Morristown, New Jersey. This role is ideal for individuals with a passion for client care and expertise in managing service inquiries. The...
- Fairygodboss in Florham Park, NJ is seeking a Client Service Specialist to manage client relationships for retirement plans. This role requires excellent customer service skills, the ability to work in a fast-paced environment, and proficiency with Microsoft Office tools...Work at office
$75k - $85k
UBS in Florham Park, NJ is seeking a Registered Client Associate to assist financial advisors in engaging clients by providing analytical... ...7 and 66 licenses, with over 5 years of experience in client service within the finance sector. The position includes...- OnePoint BFG Wealth Partners is looking for a Client Relationship Specialist to enhance client service and support financial advisors. This full-time position involves a variety of administrative tasks aimed at ensuring efficient client interactions and maintaining accurate...Full time
$57k - $66k
...new customer inquiries from trade shows, websites, and customer service channels. Run sales reports, support basic sales analysis,... ...-term disability insurance, flexible spending accounts ~ Wealth: Competitive pay, annual bonus opportunity, matching 401(k) with...InternshipWork at officeLocal areaImmediate startRelocationFlexible hours$22 - $24 per hour
...Customer Service Representative Our client, a leading organization in the customer services industry, is seeking a Customer Service Representative to join their team. As a Customer Service Representative, you will be part of the Customer Support team supporting service...Contract workWork at office$26 - $27.61 per hour
...Customer Services Representative 2 Location: New Providence, NJ Duration: Contract Pay Rate: $26.00$27.61 per hour Work Schedule: Monday Friday, 10:00 AM 7:00 PM (EST) Summary The Customer Services Representative is responsible for interacting with customers...Hourly payContract workWork at officeMonday to Friday$20.78 - $25.78 per hour
...or GED preferred. Responsibilities: Resolve customers service or billing complaints by performing activities such as exchanging... ...time. Ability to accurately document and record customer/client information. Previous experience with computer applications,...$18.17 - $27.31 per hour
...largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers...Hourly payCurrently hiring$18.17 - $27.31 per hour
...Position Cox Fleet is hiring a Fleet Services Coordinator II to support the growth of the company. Candidates must be located within 160 miles of NY, NY. Duties & Responsibilities Managing the follow up maintenance transactions lifecycle from origination until the customer...Hourly pay- Active_Client/Customer Services Representative 4 Job Title: Active Client / Customer Services Representative IV Location: New Providence, NJ Duration: 4 Months Pay Rate: $36-$38 on W2 per hour Role Summary Serve as a senior‑level client and customer services professional...Hourly pay
- ...with reliable and innovative ideas. What Will I Do? As a Client Management Specialist, you will assist with managing client product and business... ...Planning) system knowledge for core supply chain, manufacturing, services, financial and other processes of an organization highly...
- ...to grow your career through mentorship and industry-leading tools. Responsibilities include conducting virtual consultations with clients, assessing their needs, and maintaining relationships through regular check-ins. If you're motivated and adaptable, consider applying...Remote workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- customer call service Chatham, NJ
- customer service Chatham, NJ
- full time customer service Chatham, NJ
- online customer service part time Chatham, NJ
- customer service position Chatham, NJ
- customer service opportunity Chatham, NJ
- client service professional Chatham, NJ
- client service Chatham, NJ
- customer support Chatham, NJ
- part time customer representative

