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
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing... ...high 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... ...support 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$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 ManagementSuggestedHourly payFull timeWork experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hoursShift work- Client Service Specialist Apply (opens in new window) Job Req Id: 25920419 Location(s): Kowloon, Kowloon... ...your Career with Citi Citi Global Wealth (CGW) brings together the full power... ...client to the branch "Exceptional Experiences". Coordinate the application of the Attention...SuggestedFull time
- Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting... .... The ideal candidate will have 3+ years of industry experience and familiarity with Salesforce and the Fidelity...Suggested
$90k - $110k
Neuberger Berman in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. This role enhances the digital client experience, identifies improvements, and supports private wealth teams. Candidates must have at least 3 years in financial...$90k - $110k
Position Overview 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 role focuses on identifying and implementing client...Local areaShift work- Crane Worldwide Logistics is seeking a client service representative in Kentucky to respond to orders, handle client inquiries, and resolve... ...have a High School Diploma or GED and 2-4 years of relevant experience. The position includes benefits such as a Quarterly Incentive...Worldwide
- ...Summary The Client Services Advisor is a member of the Retail Excellence team based in New York City, acting as an ambassador for the... ...complaints, and operational tasks to provide a seamless omni-channel experience. Responsibilities Answer client requests via phone, email, chat...Flexible hours
$1,150 - $1,220 per month
...Job Duck LLC is looking for a bilingual Client Experience Representative based in the United States. This role is centered on providing exceptional client service in a fast-paced environment, managing inquiries, and facilitating consultations. Ideal candidates will have...Monday to Friday- ...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
$21 - $28 per hour
...A leading luxury brand is seeking a Client Success Specialist in New York, NY. This pivotal role is responsible for providing an exceptional after-sales service experience. Ideal candidates will have a high school diploma and at least 2 years of experience in a luxury...Hourly pay- ...NAKEDCASHMERE in New York is seeking a Client Advisor to deliver memorable experiences to guests and customers. This role is key in supporting the Store Manager to achieve sales goals while providing exceptional service. Candidates should demonstrate dependability and...
$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- ...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
- ...Ambassador in New York to promote the Brand philosophy and provide an extraordinary luxury customer experience. The ideal candidate will maximize sales by fostering client relationships and ensuring excellent in-store experiences while staying up-to-date with fashion...
- ...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
$149k - $156k
Asset & Wealth Management - New York - Associate, Internal Product Specialists - 9406030 location_on New York, NY, United States Job... ...for prospective and existing clients,creating and incorporating... ...Engineering and three (3) years of experience in the job offered or a...Full timeTemporary workWork experience placementWork at office$118.25k - $162k
...Associate, Internal Product Specialists with Goldman Sachs & Co. LLC... ...express investment views, field client questions on managers and... ...distribution channels (Private Wealth Management, Third Party Distribution... ...field and two (2) years of experience in the job offered or a...$85k - $160k
Goldman Sachs is seeking an Associate Digital Product Manager in New York to shape the digital client experience and distribution platforms. This role involves defining product requirements, collaborating with cross-functional teams, and using data insights to enhance client...$80k - $104k
MSCI is seeking a Junior Sales Specialist in New York to support... ...development objectives within the Wealth Management Sales & Business Development... ...intelligence analysis, and client engagement. Ideal candidates... ..., analytical abilities, and experience with CRM systems like...Flexible hours- ...looking for an experienced individual contributor to deliver client service to Private Wealth Management clients. This role involves managing high-value client transactions, ensuring a positive client experience, and working collaboratively across functions. The ideal...
- ...responding to calls and chats, booking appointments, and assisting clients across various industries. The position offers flexible... ...environment. Enjoy the comfort of working from home while contributing to a positive client experience! #J-18808-Ljbffr AnywhereWorksRemote jobWork from homeFlexible hours
- A leading luxury brand is seeking a Client Advisor in New York, NY, to deliver exceptional client experiences and cultivate lasting relationships. This role involves achieving sales goals, collaborating with the store team, and maintaining brand standards. The ideal candidate...
- AnywhereWorks is looking for passionate CX Associates to join our Client Experience team. As a CX Associate, your mission is to deliver customer happiness with every interaction from your home workspace. You will handle calls and chats while providing exceptional customer...Remote jobFlexible hours
- Crane Worldwide Logistics is seeking a Sr. Client Service Specialist for the Second Shift to manage client inquiries and resolve service issues... ...a High School diploma and 2-4 years of client service experience. The ideal candidate will demonstrate strong problem-solving...Full timeWorldwideAfternoon shift
- Scanlan Theodore is seeking full-time or part-time Client Advisors for their Flatiron & Hudson Yards Boutique in New York. The Clients Advisors will enhance client experiences while supporting the Boutique management team to achieve goals. Ideal candidates will have previous...Full timePart timeShift work
- ...represent the Prada Group, providing an extraordinary customer service experience in New York. You will work to maximize individual and team sales while fostering long-lasting relationships with clients. Ideal candidates are passionate about luxury fashion, exhibit...
$19.2 per hour
A leading fitness company in New York is seeking Client Specialists who excel in hospitality and cleanliness. Responsibilities include enhancing client experiences, managing the Fuel Bar, and maintaining a sanitary studio environment. Candidates should be friendly, outgoing...Hourly pay£12.71 per hour
AnywhereWorks is looking for a Customer Experience Associate to deliver happiness with every interaction. This remote role offers flexibility in scheduling and requires a commitment of at least 32 hours per week, including shifts on Saturdays. Ideal candidates are passionate...Remote jobHourly payFlexible hoursShift work
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