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
$26.5 - $45 per hour
Bank of America is seeking a dedicated individual for a Client Service position to support Financial Advisors at Merrill Wealth Management. Responsibilities include educating clients on bank services, ensuring accurate and timely client support, and deepening client relationships...SuggestedHourly pay- ...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
- ...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
$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years...SuggestedWork at office- ...First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for executing service-related activities including account maintenance and client interaction. The ideal candidate will possess a...Suggested
$36.4 - $41.85 per hour
...Citizens Bank, we help clients pursue their ambitions... ..., our First Citizens Wealth team delivers banking,... ...most. The Wealth Client Specialist (WCS) role supports... ...responsibility for all service‑related activities... ...experience in wealth management or financial services....Hourly payWork at office$36.4 - $41.85 per hour
First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves managing client interactions, preparing documentation, and... ...data analysis to enhance service quality. Ideal candidates will...Hourly pay$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...- 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...
- ...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...
$120k - $150k
...Advisor in Boston to support high-net-worth clients. You will partner with portfolio managers and advisory teams to provide exceptional client service while managing account administration.... ...candidate will have over 10 years in wealth management and experience with...- ...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
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time$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$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...- GFI Team Ikigai is seeking a Client Services Specialist to manage financial transactions while providing exceptional customer service. This role allows for significant flexibility, enabling you to work from anywhere and tailor your schedule while developing a compelling...Remote job
- ...fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help... ...place to work. Our employees make a positive difference in our clients lives by what they do. Among many benefits to working here,...Work experience placementRemote workFlexible hoursNight shift
- ...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...
- ...Ameriprise Financial Services, LLC in Newton, Massachusetts, is seeking a Client Service Specialist to manage front desk operations and provide essential practice management support. You will be responsible for greeting clients, answering phones, and managing administrative...Work at office
- ...Kestra Financial Client Service Associate Kestra Financial is a wealth management platform dedicated to empowering independent financial professionalsincluding traditional and hybrid RIAsto grow their businesses and deliver exceptional client service. We combine advanced...
- ...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....
$120k - $150k
Compensation: $120K-$150K base + bonus * Free Parking * Our client, a leading independent wealth management firm, is looking for a Senior Advisor to support high... ...and advisory teams to deliver high-touch client service while managing account administration and complex...Work experience placementWork at office$23.04 - $34.56 per hour
...Lead Service Support Representative As part of the Thermo Fisher Scientific team, you'll... ...Representative within our Asset Information Management (AIM) / Integrated Equipment Services (... ...laboratory operations at a key client site in Cambridge, MA. Acting as the primary...Hourly payTemporary workWork at office$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- ...Job Description Job Description Client Location: Boston Massachusetts 02210 Expected Duration: 06... ...Recent grads are welcome to apply As a Client Service Representative, you will be responsible for managing the day to day inquiries of your clients. You will...Contract workWork at officeRemote work
- ...Job Description Job Description Job Title: Client Service Representative – ETF Location: Boston, MA (Hybrid) Duration: Contract... ...investment operations clients by providing exceptional service, managing inquiries, and building strong client relationships. This...Contract workWork at office
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