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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Experience Specialist in New York, NY vacancy
- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing... ...a minimum of three years of wealth management experience, strong problem-solving skills, and proficiency...SuggestedRemote work
HireHawk
New York, NY3 days ago $170k - $260k
...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...SuggestedJPMorgan Chase Bank, N.A.
New York, NY11 hours ago- ...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
The Strategic Implementer
New York, NY1 day ago $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 workElevation Wealth Partners
New York, NY1 day ago- A respected wealth management firm is seeking a polished and detail-oriented Client Service Associate to ensure client account activities are handled with accuracy... ...should have at least 1-3 years of client service experience, strong communication skills, and proficiency...SuggestedWork at office
- Goldman Sachs is seeking Wealth Management Professionals in New York, NY to enhance client relationships through exceptional service and operational support. Candidates... ...have a Bachelor's degree and 1-3 years of experience in the financial industry, strong communication...
$56k - $72k
...Client Experience Specialist - New York, New York Salary Range $56,000.00 - $72,000.00 Salary/year Position Type Full Time Job Shift Day Description... ...and work experience will be considered. Savant Capital LLC, is an Equal Opportunity Employer Savant Wealth ManagementHourly payFull timeWork experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hoursShift work$90k - $110k
...Senior Associate Private Wealth Digital Platforms & Client Experience The Senior Associate Private Wealth Digital Platforms & Client Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This...Local areaShift work$250k
...highly strategic Managing Director to serve as the Global Head of Client Experience. This leader will be responsible for defining, architecting,... ...the transformative future of how clients engage with Citi Wealth across all digital and emerging channels. Operating within a...Full timeCitigroup Inc
New York, NY11 days ago- ...institution seeks a Managing Director to serve as the Global Head of Client Experience in New York, NY. This strategic role requires ownership of... .... Candidates should have over 15 years of experience in wealth management or digital platforms, a strong strategic mindset,...
$16 per hour
...A remote work solutions company is seeking a Client Experience Associate to facilitate customer communication and assist clients effectively. The ideal candidate must be fluent in both English and Spanish, possess excellent customer service skills, and be capable of managing...Remote workWork from homeAnywhereWorks Ltd.
New York, NY17 hours ago$30 - $38 per hour
...A leading health and wellness organization is seeking a Client Experience Coordinator to support clients through their wellness programs. This remote role involves direct client engagement, tracking progress, and providing assistance to ensure clients stay on track. Ideal...Hourly payRemote workFlexible hoursThe Voluntary Protection Programs Participants' Association,...
New York, NY3 days ago$42k - $49k
[solidcore] is seeking a full-time Client Experience (CX) Agent. In this remote position, you will manage client communications across phone and digital channels, ensuring top-notch support. The ideal candidate has 6-12 months in customer service, excellent communication...Full timeRemote workFlexible hoursSolidcore
New York, NY1 day ago- ...Uvpp is looking for a motivated Client Service Representative to join their team in Pennsylvania. You will greet clients and pets, provide... ...strong communication skills and a team-oriented mindset. Prior experience in veterinary medicine or customer service is preferred. Uvpp...
Uvpp
New York, NY3 days ago $16 per hour
...A remote work solutions company is seeking a Client Experience Associate to manage inbound customer calls, capture leads, and schedule appointments. Candidates should be excellent communicators, passionate about customer service, and possess strong computer skills. The...Hourly payRemote workWork from homeAnywhereWorks Ltd.
Brooklyn, NY1 day ago- ...The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative...Contract workTemporary workRemote work
Anywhere Real Estate
New York, NY17 hours ago - ...strong communication skills, attention to detail, and the ability to deliver exceptional client service. You will support stock management and handle inquiries efficiently, contributing to an excellent showroom experience. #J-18808-Ljbffr brobstongroup.com - Jobboard
$45.36k - $58.24k
...LEADER BANK is seeking an Experience Banker who provides exceptional support through various channels including phone, email, chat, and video. The ideal candidate will excel in client service and possess a strong attention to detail. This position offers competitive compensation...Leader Bank
New York, NY2 days ago- ...Effortless Travel Solutions ETS is seeking a Client Experience & Journey Coordinator for a fully remote position. In this role, you'll support clients throughout the travel planning process, ensuring smooth and memorable experiences by providing personalized service and...Remote workFlexible hours
Effortless travel solutions ETS
New York, NY2 days ago - ...screening company is seeking a dynamic individual for a remote Client Service Liaison position. This role involves managing client interactions... ...have a high school diploma or GED, along with 1-2 years of experience in client service. Strong communication and problem-solving...Remote work
Verified Credentials, Inc.
New York, NY3 days ago $16 per hour
...A remote work solutions company is seeking a Client Experience Associate to manage customer interactions from home. The ideal candidate is bilingual in English and Spanish, possesses excellent communication skills, and has a passion for customer service. Responsibilities...Remote workAnywhereWorks Ltd.
New York, NY17 hours ago- ...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
Nexoratalent
New York, NY17 hours ago $16 per hour
...A remote work solutions company is seeking a Client Experience Associate to take customer calls, capture leads, and schedule appointments from a home-based environment. The ideal candidate will possess excellent communication skills, a passion for customer service, and...Full timeRemote workWork from homeAnywhereWorks Ltd.
New York, NY17 hours ago- ...Client Experience Specialist - Eastern time US Remote The Client Experience Specialist is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal...Contract workTemporary workRemote work
Anywhere Real Estate Inc.
New York, NY3 days ago - ...Anywhere Real Estate is looking for a Client Experience Specialist to manage all non-licensed aspects of real estate transactions, ensuring a seamless experience for agents and clients. This remote position supports various markets, with a focus on California, requiring...Remote work
Anywhere Real Estate
New York, NY2 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...
Chase
Brooklyn, NY2 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...
Chase
Brooklyn, NY2 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...wealth. You provide an exceptional investor experience by offering advised solutions and Chase...
Chase
Brooklyn, NY2 days ago - ...Chase, we are committed to helping our clients, caring for our employees, building relationships... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...
TwinThread LLC
New York, NY1 day ago $118.25k - $162k
Asset & Wealth Management - New York - Associate, Internal Product Specialists - 9611091 location_on New York, NY, United States Job... ...investment views, field client questions on managers and fund... ...oriented field and two (2) years of experience in the job offered or a...Full timeTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!
Related searches
- customer service associate remote New York, NY
- client care specialist New York, NY
- card services representative New York, NY
- patient customer service representative New York, NY
- participant services representative New York, NY
- logistics customer service representative New York, NY
- airport customer experience specialist New York, NY
- customer success associate New York, NY
- international customer service representative New York, NY
- medical customer service representative New York, NY