Wealth Management Client Services Specialist
$52k - $85kBNY Mellon
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction-related issues, and maintain strong client relations. A Bachelor's degree and 0-2 years of experience are preferred. Candidates should possess excellent communication, interpersonal skills, and problem-solving abilities. The position offers a competitive salary between $52,000 and $85,000 annually based on qualifications. #J-18808-Ljbffr BNY Mellon
$52k - $85k
BNY is seeking a Specialist, Client Service Management to join their Wealth Management team in Boston, MA. This role involves providing quality support to clients, maintaining strong client relations, and resolving inquiries regarding products and services. The ideal candidate...Suggested- A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong...Suggested
- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-net-worth clients. The... ...and over a decade of experience in private wealth services. Candidates should hold a Bachelor’...SuggestedWork at office
$36.4 - $41.85 per hour
A prominent financial services firm is looking for a Wealth Client Specialist in Boston, MA. This role involves supporting Wealth Consultants and Private Bankers by managing service activities, preparing documentation, and performing data analysis. Candidates should have...SuggestedHourly pay$36.4 - $41.85 per hour
Overview The Wealth Client Specialist (WCS) role supports Wealth Consultants and Private Bankers within... ...position has responsibility for all service‑related activities such as money... ...Preferred: Prior experience in wealth management or financial services. The base pay...SuggestedHourly payWork at office$85k - $100k
Overview WHO are 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. The Client Management Consultant uses specialized knowledge and skills, obtained...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong organizational... ...abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This...Work at office
- ...We’re seeking a Private Client Relationship Advisor on behalf of our client, a leading global investment and strategic advisory... ...for someone who thrives at the intersection of client service, wealth management operations, and fiduciary expertise. In this client-facing...Work experience placementWork at officeShift work
$85k - $100k
A leading financial services firm is seeking a Wealth Client Management Consultant in Boston. This role involves building and maintaining client relationships, providing excellent service, and coordinating with Financial Advisors. Candidates should have a minimum of 5 years...- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...
$110k - $120k
Overview As a key member of the Insight Client Service Team, this is a dynamic and pivotal role supporting the relationship management and client servicing efforts of our client base. The candidate should demonstrate an understanding of institutional and retail clients...Work at officeLocal area$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market Job Identification: 210677657 Job Category: Advisors Business... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...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
- ...Are you looking to launch your career in client management and relationship-building? Source1 is looking for a motivated Client Growth Specialist to join our growing team. In this role,... ...management, and tailored strategic services. Our commitment to hospitality success...Work at officeLocal areaFlexible hours
$120k - $165k
...seeking a Senior Advisor in Boston to provide high-touch service to high-net-worth clients including individuals and family offices. The ideal candidate will have over 10 years of experience in wealth management, strong communication and organizational skills, and the...$24 - $26 per hour
...Acumen Client Services Agent - MA Boston, MA 02210 Overview Salary Range $24.00 - $26.00 Hourly Position Type Full Time Job Shift... ...fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is...Hourly payFull timeWork experience placementRemote workFlexible hoursShift workNight shift$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...$70k - $80k
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve... ...skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for...Work at officeLocal areaRemote work2 days per week$31.2k - $90k
A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college...Work at office- ...Client Service Officer Be part of a brand recognised as Trustee of the Year for 10 consecutive years Enjoy up to six weeks of... ...11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. This is an exciting opportunity...
$120k - $165k
...Senior Private Wealth Client Advisor Location: Boston, MA Compensation: $120K–$165K base... ...client, a leading independent wealth management firm, is looking for a Senior Advisor to... ...teams to deliver high-touch client service while managing account administration and...Work experience placementWork at office- ...implements tax-efficient, multi-generational wealth accumulation and wealth transfer... ...for ultra-high net worth families. The Client Services department focuses on delivering best-in... ...customized reporting, premium invoicing, task management, and life insurance portfolio reviews....
- ...bringing new therapies to patients. We are looking for a Sales and Client Services Coordinator who enjoys building relationships, thrives in a... ..., professional, and efficient client journey. CRM and Data Management: Administers and maintains the QS use of the Hubspot...Contract workLocal area
$26.45 per hour
...administrative support to an office or group of sales professionals. The Client Services Associate collects, compiles, and analyzes sophisticated data... ...services, supporting marketing initiatives, and managing corporate processes. Coordinates the distribution of internal...Hourly payWork at officeVisa sponsorshipFlexible hours- Equitable Advisors in Wellesley is looking for a Wealth Management Associate to build client relationships and develop tailored financial strategies. This role emphasizes strong communication skills and requires a Bachelor's degree or equivalent experience. The position...
$80k - $140k
...role, you would be responsible for managing medium to large sized clients and supporting Vice Presidents or Senior... ...will be joining the Institutional Services function that allows us to deliver... ...help you match your needs. And our wealth of development programs and...Temporary workFlexible hours$25 - $26 per hour
Client Services & Sales Marketing Specialist Our environment is friendly, inclusive, and very fast-paced, where people work hard and are rewarded and recognized... ...for future advancement into marketing, account management, sales, or client success. Great opportunity for...Hourly payContract workLocal areaRemote workFlexible hoursShift workNight shift2 days per week1 day per week- A leading financial services firm in Boston seeks a Family Office Analyst to support high-net-worth clients by managing relationships, ensuring client needs are met, and coordinating investment activities. The ideal candidate will have a Bachelor's degree, 2-3 years of...Work at office
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