SMA Client Services Specialist - Wealth Management
$100k - $115k1341 Guggenheim Partners Investment Management Holdings, LLC
Guggenheim Investments is seeking a self-motivated individual to join its Client Service Support team in New York City. This role involves onboarding separately managed accounts and coordinating workflows internally. Candidates should have an undergraduate degree, 5+ years in investment management, and strong proficiency in Microsoft tools. The position offers a competitive salary range of $100,000–$115,000, with additional potential compensation components. Exceptional communication and organizational skills are essential for success in this fast-paced environment. #J-18808-Ljbffr
- ...The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years of financial services experience, with a strong client service background. Responsibilities include responding...SuggestedWork at officeRemote workFlexible hours
$45k - $55k
...Elevation Wealth Partners is seeking a motivated and detail-oriented Client Service Associate to join their team. This role supports wealth advisors and ensures a seamless experience for clients. The ideal candidate should have strong organizational skills, a customer-...SuggestedRemote work- Goldman Sachs is seeking Wealth Management Professionals in New York, NY to enhance client relationships through exceptional service and operational support. Candidates should have a Bachelor's degree and 1-3 years of experience in the financial industry, strong communication...Suggested
- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account... ...The firm offers a dynamic work environment focused on exceptional client service. #J-18808-Ljbffr...SuggestedRemote work
- Assistant Relationship Manager (Officer) Apply (opens... ...with Citi Citi Global Wealth (CGW) brings together... ...entire continuum of wealth clients, from affluent to... ...an array of products, services and digital capabilities... ...to banker or product specialist. Perform...SuggestedFull timeTraineeshipWork at officeWorldwide
- Stifel is seeking a Client Services Associate to provide support to Financial Advisors by assisting with client accounts and performing various administrative duties. The role involves managing client records and ensuring exemplary customer service. Applicants should possess...Work at office
- Jefferies is seeking a Client Service Associate (CSA) in New York to support Financial Advisors and Relationship Managers. The role involves serving as a primary point of contact for clients, handling account transactions and operational support, and ensuring compliance...
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. As...
$175k - $190k
First Financial Bank is seeking a leader in Kentucky to manage Wealth Advisors and enhance client service. This role drives sales generation and collaborates with business partners to develop market strategies. Qualified candidates will have a Bachelor's degree, 10+ years...$80k - $104k
MSCI is seeking a Junior Sales Specialist in New York to support business development objectives within the Wealth Management Sales & Business Development team. The role involves... ...support, market intelligence analysis, and client engagement. Ideal candidates will possess...Flexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$66.36k
...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 financial...- ...company that automates the management of private investments... ...00+, serving over 400 clients, including several of... ...Client Implementation Specialist to lead onboarding... ..., client services, or consulting ~ Self... ...Have worked in wealth management, private funds...Full timeWork at officeRelocationWeekend workAfternoon shift
- ...Client Implementation Specialist Arch is a financial technology company that automates the management of private investments, improving access, understanding... ...(RIA) firms, independent wealth managers, and multi-... ...and institutional-grade service. At the same time, this role...Full timeWork at officeRelocationWeekend workAfternoon shift
- Citizens is seeking a Wealth Manager Client Service Associate (CSA) in New York, NY. The CSA will provide essential support to Wealth Managers by onboarding and servicing new and existing clients. This includes building strong relationships with high net worth clients and...
$90k
...record of performance for our clients through multiple market... ...250 people provides asset management and advisory services to current and former... ...objective advice on long‑term wealth building and create distinctive... ...motivated Client Service Specialist (CSS) to join our global...Work experience placementImmediate start$33.28k - $90k
Morgan Stanley is seeking a Client Relationship Analyst in New York City to provide exceptional service and support to Financial Advisors and clients. The role entails building trusted relationships, managing client interactions, and assisting with administrative tasks...Work at office- ...A financial services firm is seeking an Onboarding Specialist to provide support to Financial Planners, ensuring smooth onboarding of new clients and account management. The ideal candidate will have a background in financial services, strong client service and communication...
$90k
...Client Service Specialist (NY) MIO Partners Inc. (MIO) is a global, world-class investment and advisory... ...250 people provides asset management and advisory services to current and... ...provide objective advice on long-term wealth building and create distinctive investment...Work experience placementWork at officeImmediate start- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition...
- ...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... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning...Local area
- ...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... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning...Local area
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition...
$64.38k
J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown West) Job Information Job Identification 210662144 Job Category Advisors... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time$170k - $225k
...Derivatives Execution Solutions Client Facing Product & Solutions Specialist Corporate Title Vice... ...team are responsible for managing the requirements of DB's... ...Sponsored Market Access (SMA). This is a client-... ..., and pitch execution services to clients in cooperation...Work at officeWork from home- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client...
- ...Job Overview A fast-growing management consulting firm is hiring a Client Services Specialist to support executive leadership and help build strong, long-term relationships with key partners. If you’re looking for a role where your work is valued and your contribution...Shift work
- ...A management consulting firm is hiring a Client Services Specialist to support executive leadership and foster long-term relationships with key partners. This role involves assisting with business development, marketing, social media engagement, contact sourcing, and establishing...
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