Wealth Management Client Services Specialist
$40k - $80kMercer Advisors
A financial services firm in Massachusetts is seeking a Client Service Specialist to provide operational support to the Wealth Management team for high-net-worth clients. The role involves handling client requests, ensuring compliance with regulations, and maintaining data integrity. Candidates should have relevant experience in financial services, strong communication skills, and proficiency in Microsoft Office. A bachelor’s degree and prior customer service experience are preferred. This position offers a salary range of $40,000 to $80,000. #J-18808-Ljbffr Mercer Advisors
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Brown Advisory Incorporated in Massachusetts seeks a qualified candidate to manage client service for high net worth families and family offices. Responsibilities include maintaining client accounts, effective communication with clients, and managing meetings. Ideal candidates...Suggested$40k - $80k
...integrating planning, investment management, tax, estate, insurance, and... ...act in the best interests of our clients. Job Summary We are seeking a Client Service Specialist to provide exceptional follow‑... ...and operational support to the Wealth Management team in servicing high...SuggestedTemporary workWork at officeLocal areaMonday to Friday- ...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...Suggested
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$23.53 - $26.53 per hour
...Customer Service Representative (Remote) Full-time Compensation: USD 23.53 - USD 2... ...tailored solutions that align with each client’s unique goals and organizational needs.... ...project coordination, and client service management. By combining practical industry knowledge...Hourly payFull timeRemote work- ## Manager, Client Service Support Advisor, Group Wholesale BankingApplyremote type: Onsitelocations: Central Region (City Area)time type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (30+ days left to apply)job requisition id: JR79029**About...Work at officeOverseas
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...disrupting the status quo and unleashing our clients to Do Great Things ! We enable our... .... As an expert technology adviser and managed service provider with cross-platform... ...and what you'll be doing: The Renewals Specialist owns the end-to-end contract renewal process...Full timeContract workTemporary workRemote workWork from homeFlexible hours$52k - $62k
...health, education, and human services agencies to improve lives.... ...experience in all 50 states, and clients in three Canadian provinces... ...Strategy Project and Grants Management Assessments and Feasibility... ...customer-focused Account Specialist to support youth transitioning...H1bWork at officeLocal areaRemote workWork from home- BI-LINGUAL CLIENT RETENTION SPECIALIST Join Rent One as a client retention specialist to help our customers... ...relationships and assist in account management and renewal processes. JOB... ...desirable, but not required. Customer service, sales, call center, or collections experience...Temporary work
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Vanguard is looking for a Client Service Excellence Center associate to provide exceptional support to clients. This fully remote position requires connecting with clients via inbound phone calls to address their financial inquiries and needs. Successful candidates will...Remote job- ## Senior Client Advisor, Private BankApplyremote type: Onsitelocations... ...and deliver exceptional service experience through tailored... ...personalized client relationship management services which include... ...least 7 years of experience in wealth management, investment banking...Overseas
- ...by providing office support to maximize workflow and customer service. Responsibilities Provide general administrative support to the... ...software. Assist with the preparation of regularly scheduled reports. Manage inventory of office supplies and place orders when necessary....Work at office
- 慨正橡扯 is seeking a Client Service Excellence Center associate in Oklahoma City. In this fully remote position, you will assist clients through inbound calls and address their financial inquiries while promoting a client-first mentality. The position offers a total potential...Remote job
- ...seeking an experienced Financial Advisor dedicated to supporting clients' investment needs. The role involves building relationships,... ...candidate should have at least 2 years of experience in financial services, be able to obtain necessary licenses swiftly, and demonstrate...
- Arnold & Smith Law, PLLC in Oklahoma City is looking for a Client Service Specialist I to conduct investigative research and provide... ...involves collaborating with internal and external teams while managing client communications, including calls. The ideal candidate...
- ...About the job Client Support Specialist Summary Overiew Our growing team is seeking dependable... ...environment where communication and service excellence are valued. What You'll... ...Ability to stay organized while managing multiple responsibilities Detail-...Remote workFlexible hours
- ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences staffing firm serving biotech, pharma, and... ...Key responsibilities include driving new business development, managing a sales pipeline, and developing strategic relationships with...
$125k - $150k
..., we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering... ...advice and the highest level of client service. The firm’s clients—including individuals, families...Temporary workWork experience placementWorldwide$50k - $100k
...per lead that signs with us The Product Full Suite of Management Services Billing and Coding Credentialing Malpractice Facilitation... ...we have incredibly low-cost options to join. We provide new clients with their own clinic, debt-free and with no collateral...Extra incomeFlexible hours$50k - $70k
A children's products manufacturer based in North Andover is seeking a motivated Sales Support Specialist to assist Sales and Account Managers. This entry-level position involves providing sales analysis, inventory management, and customer support. Ideal candidates will...- ...temporary talent solutions, recruitment services and career consulting in retail, consumer goods, real… Our client is a dynamic and growing children's... ...and detail oriented Sales Support Specialist to assist Sales and Account Managers in sales analysis, inventory,...Permanent employmentFull timeTemporary workWorldwideFlexible hours
- ...Customer Service Specialist – DICK’S Sporting Goods At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our... ...provider at the front end and liaison between customers and management. Provide register coverage as needed and ensure strong customer...Hourly pay
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