Wealth Client Experience Specialist
Corient Services LLC
Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management. The ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides various benefits, including a 401(k) plan, medical options, and paid professional designations. #J-18808-Ljbffr Corient Services LLC
- Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care. The role blends teamwork...SuggestedWork at officeRemote work
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically... ...net worth clients. This individual has extensive experience in wealth management and effectively introduces...Suggested
$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service... ...to Financial Advisors and Private Wealth Advisors. The successful candidates will... ...diploma, relevant licenses, and two years of experience in the financial industry. The...Suggested- ...mobilizing partners to deliver measurable client, operational, and risk outcomes. Job... ...aligned to business priorities, client experience goals, and the firm’s AI ambitions.Champion... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...Suggested
- Product Specialist - Wealth Management SMEWealth tech product manager. Financial Services Location: The person can be located anywhere in... .... Travel: Travel will be 25% and all across US and Canada. Experience: 13 18 years of experienceProfessional with in-depth experience...SuggestedWork experience placement
$85k - $160k
...investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations,... ...objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. The...Full timeTemporary workPart timeWork at office$85k - $160k
...Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides... ...and margin financing, to high-net-worth clients of the firm’s global Wealth Management businesses... ...4+ years of product management experience building and launching successful digital...Full timeTemporary workPart time- ...One Love Animal Hospital in New York City is seeking a friendly Veterinary Client Experience Representative (CSR) to be the welcoming, organized bridge between clients and the medical team. This full-time role offers opportunities to enhance client relations, coordinate...Full time
- ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry...Remote workFlexible hours
$60k - $75k
...insurance compensation. They’re intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You’ll spend each day communicating on the phone with clients to understand...Work experience placementRemote work- ...helping shape the future growth of Chase Wealth Management. Join our Business... ...initiatives that influence advisor effectiveness, client engagement, and business growth while building... ..., you will help shape the content and experiences advisors rely on, with your work...
$200k - $250k
...Instagram. Blackstone Private Wealth was built to capture the... ...on behalf of Private Wealth clients globally.The Private Wealth platform... ...Vice President, Product Specialist focused on Blackstone’s Private... ...standards.Qualifications8+ years of experience across private markets, asset...Full timeWork at officeLocal area$175k - $200k
...Instagram. Blackstone Private Wealth was established to answer the... ...to these firms and their clients and provides ongoing product... ...managers and family offices.Product Specialists in Private Wealth play an... ...to a minimum of 7+ years of experience in investment banking, asset...Full timeLocal area$70 - $150 per hour
...professionals with backgrounds in retail sales, luxury goods, client advisory, personal shopping, and other customer-facing sales environments... ...will apply practical retail and client-facing sales experience to assess materials, identify issues, and provide clear, structured...Remote jobPart timeFor contractorsFlexible hours$45k
...seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with...Remote workHome officeMonday to FridayWeekend work- ...team, focused on transforming and unifying the Becoming a Client (BAC) experience. This role sits at the intersection of client experience, advisor... ...with onboarding, KYC/AML, or account-opening processes in wealth management or bankingPreferredPrevious experience as a...Casual workBank staff
- ...Financial Customer Experience Associate Futu US Inc. stands at the forefront of financial... ...through a digitized brokerage and wealth management platform that's designed to elevate... ...This role combines financial expertise, client relationship management, and event...
- ...New York is seeking a Selling and Service Specialist to support front and back-of-house... ...processing transactions, CRM entries, and client services in a fast-paced luxury setting.... ...sale follow-up. 1 year of luxury retail experience, strong communication, and multitasking...
$85k - $140k
Product Management - Digital Client Experience - Assistant Vice PresidentWealth Management PlatformsPurchase, NYWe are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile...Temporary workWork at officeWorldwide$60k - $70k
Client Experience Specialist This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Experience Specialist based in the United States. This remote role supports account management and client...Contract workRemote work- ...personalized investment solutions to your clients by relying on leadership and... ...Advisor role or equivalent financial services experience Demonstrated success in client acquisition... ...families As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment... ...Private Bank.As a Deposit Sales Specialist, Vice President, you will partner... ...management sales and relationship management experience Knowledge and understanding of...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...base salary determined based on the role, experience, skill set and location. Those in eligible...
$750 per week
...connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative assistant roles,...Part timeCasual workRemote workFlexible hours$90k - $110k
...Administrative Associates are client service professionals and... ...closely with Senior Executives, Wealth Advisors, and cross‑functional... ....What We’re Looking For:Experience and Education5 - 7 years of progressively... ...is supported by a team of specialists aligned with a shared sense...Full timeWork at officeFlexible hours$130k - $175k
...Twitter), and Instagram. Blackstone Private Wealth was established to meet the growing... ...offerings, to these institutions and their clients. The team provides comprehensive product... ...capabilities, and the overall client experience. The successful candidate will combine strong...Full timeLocal area- Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services. As an Experience Design Senior Associate in J.P. Morgan Wealth Management online investing, you will play a pivotal role in shaping the...
$175k - $225k
...Group (FIG) in Insurance and / or Asset & Wealth Management coverage.What will you do?... ...you need to succeed?Minimum 5 years of experience in Investment Banking, of which at least... ...together to deliver trusted advice to help our clients thrive and communities prosper. We care...Full timeFlexible hours$100k - $170k
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your... ...with a wide range of backgrounds and professional experiences.ResponsibilitiesEvaluate and conduct due diligence...Full timeTemporary workPart time$85k - $160k
ABOUT ASSET & WEALTH MANAGEMENTGoldman Sachs’ Asset & Wealth Management Division (AWM)... ...industries, and geographies. AWM helps it’s clients navigate today’s dynamic markets and... ...and ensure the optimal solution SKILLS & EXPERIENCE WE’RE LOOKING FORMinimum 3 years relevant...Full timeTemporary workPart time
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