Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Services Specialist

Dormont Manufacturing Company

Dormont Manufacturing Co is hiring Registered Client Service Associates in Menlo Park, California. This role focuses on delivering exceptional service to clients while supporting Financial Advisors in daily operations. You will assist with transactions, maintain client relationships, and provide essential account information. Ideal candidates will hold required licenses and have experience in the financial services industry. Competitive salary and benefits await at a company committed to diversity and inclusion. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Menlo Park, CA vacancy
  • Morgan-Stanley in Palo Alto is seeking a Wealth Management Analyst who will play a vital role in delivering exceptional service to clients while supporting Financial Advisors. You will assist in client meetings, manage reporting and analysis, and ensure the team executes... 
    Suggested

    Morgan-Stanley

    Palo Alto, CA
    1 day ago
  • A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills... 
    Suggested

    PowerToFly

    Palo Alto, CA
    4 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ..., and delivering extraordinary customer service while maintaining a strong commitment to...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Suggested

    JPMorgan Chase

    Palo Alto, CA
    2 days ago
  • $70.32k

    J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management -...  ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and... 
    Suggested

    JPMorganChase

    Palo Alto, CA
    5 days ago
  • Stanford FCU in Palo Alto is seeking an Investment Services Assistant to enhance client experience and support Wealth Advisors. This role demands active FINRA Series 7 and 66 licenses, along with proficiency in CRM systems. The ideal candidate should have a Bachelor's... 
    Suggested

    Stanford FCU

    Palo Alto, CA
    2 days ago
  • Dormont Manufacturing Co in Palo Alto, California is seeking a dedicated Client Service Representative to join their veterinary team. A prime responsibility is to ensure exceptional service to clients and their pets, embodying the mission of making pet health the top priority... 

    Dormont Manufacturing Co

    Palo Alto, CA
    3 days ago
  •  ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion...  ...experience in Financial Services/Wealth Management and/or closely related... 
    Local area

    Charles Schwab Corporation

    Sunnyvale, CA
    1 day ago
  •  ...Chase, 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... 

    JPMorgan Chase & Co.

    Palo Alto, CA
    more than 2 months ago
  •  ...Customer Service Representative page is loaded## Customer Service Representativelocations: Menlo Park, CAtime type: Full timeposted on...  ...facilities and continuously evolving processes, we ensure that our clients experience unmatched service excellence to support our clients’... 
    Hourly pay
    Monday to Friday
    Shift work

    SBM Management Services, LP

    Menlo Park, CA
    3 days ago
  • $95k - $110k

     ...Senior Client Accounting Coordinator Skadden, Arps, Slate, Meagher & Flom LLP has forged a reputation as one of the most prestigious...  ...outstanding balances with secretarial and other Firm business services professionals. Understands and responds to inquiries and... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Shift work

    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates

    Palo Alto, CA
    7 days ago
  •  ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for...  ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental... 
    Contract work
    Local area

    Family Dollar

    Belmont, CA
    4 hours ago
  • $106.9k - $190k

     ...engineering and technical evangelism. This isn't a "ticket-closer" role; you will be the bridge between our vSphere Kubernetes Services (VKS) Engineering team and our most strategic customers. You will take the pulse of the industry, translate complex customer... 
    Local area

    Broadcom Corporation

    Palo Alto, CA
    1 day ago
  • $21 - $24 per hour

     ...Client Service Representative Are you a compassionate and enthusiastic "service extraordinaire" looking to join a veterinary team? At VCA Palo Alto Animal Hospital, we strive to excel at our mission statement: your pet's health is our top priority and excellent... 

    VCA Animal Hospitals

    Stanford, CA
    3 days ago
  • $21 - $24 per hour

     ...Are you a compassionate and enthusiastic "service extraordinaire" looking to join a veterinary team? At VCA Palo Alto Animal Hospital...  ...with you! We are looking for a personable yet highly professional Client Service Representative to join our team in delivering our... 

    Dormont Manufacturing Company

    Palo Alto, CA
    2 days ago
  • $100k - $275k

     ...Growth and delivering for our clients, teammates, communities and...  ...the bank's capabilities and services to meet specific client needs...  ...needs, preferences, and overall wealth strategy, being responsive to...  ...identify the need for team specialists; collaborate closely with other... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    3 days ago
  • A leading retail company in Santa Clara is looking for a Client Specialist to maximize sales and provide outstanding customer service. The role involves cultivating customer relationships and ensuring a seamless shopping experience. Candidates should have a high school... 
    Flexible hours

    Bloomingdale's

    Santa Clara, CA
    4 days ago
  • $64k - $68k

    One Workplace is hiring for a Client Experience Specialist I in Santa Clara, CA. The role involves working with the Sales team on pre-sales functions...  ...an Associate Arts degree or equivalent and strong client service skills. Responsibilities include assisting with project... 

    One Workplace

    Santa Clara, CA
    4 days ago
  • $64k - $68k

    One Workplace in Santa Clara is seeking a Client Experience Specialist I who will support the Sales team by ensuring excellent client service and assisting in pre-sales functions. The role is essential for managing relationships with clients and aiding project success.... 

    One Workplace

    Santa Clara, CA
    2 days ago
  • $25 - $26 per hour

     ...# Search Jobs # Job Description Medical Customer Service Representative Contract: Stanford, California, US Salary...  ...left Apply Detailed Job Description: Title : Medical Client Service Representative Location : Stanford, CA Duration... 
    Hourly pay
    Contract work
    Temporary work

    Collabera Technologies

    Stanford, CA
    4 days ago
  • Elderberry Capital is looking for a part-time Registered Client Service Associate in Los Altos, CA. This role involves providing exceptional service to wealth management clients, supporting the Wealth Advisor, and managing client communications and inquiries. The ideal... 
    Part time

    Elderberry Capital

    Los Altos, CA
    2 days ago
  • $34.32k - $90k

    711 MS Smith Barney, LLC seeks a Registered Client Service Associate in Palo Alto, CA, to provide exceptional client service and support Financial Advisors. Candidates should possess strong interpersonal skills, with a focus on building trusted client relationships. This... 

    711 MS Smith Barney, LLC

    Palo Alto, CA
    2 days ago
  • $95k - $110k

     ...The Opportunity We are seeking a Senior Client Accounting Coordinator to join our firm. This position will be based in our Palo Alto...  ...outstanding balances with secretarial and other firm business services professionals. Understands and responds to inquiries and requests... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Shift work

    Dormont Manufacturing Company

    Palo Alto, CA
    3 days ago
  •  ...Client Specialist Barry's is the Best Workout in the World. Founded in West Hollywood in 1998, it's the original strength and cardio interval...  ...: Deliver quality protein smoothies and customer service in the Fuel Bar Assist clients with questions and product... 
    Full time
    Part time
    Local area
    Shift work
    Night shift
    Weekend work
    Day shift

    Barry's

    Palo Alto, CA
    5 days ago
  • $64k - $68k

     ...curiosity, and treat each other – and our clients – like family. For 100 years, we haven’t...  ...Position Summary A Client Experience Specialist I works with the Sales team by participating...  ...Manager to provide excellent customer service throughout the full scope of work,... 
    For contractors
    Work at office
    Flexible hours

    One Workplace

    Santa Clara, CA
    4 days ago
  • The Manor Association is looking for a Client Services Agent in Redwood City, California. This role focuses on ensuring client requests are captured and resolved effectively. Key responsibilities include managing incoming calls, opening work orders in the Jenark system,... 

    The Manor Association

    Redwood City, CA
    1 day ago
  • $24 per hour

    Abqpetcarehospital in Los Altos, California is looking for a Client Services team member who enjoys working in a friendly, engaging environment with pets and their owners. This role requires a minimum of 2 years in customer service, excellent communication skills, and the... 
    Full time
    Shift work

    Abqpetcarehospital

    Los Altos, CA
    1 day ago
  • $44k - $80k

     ...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused...  ...assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to... 
    Full time
    Remote work

    Fidelity Investments

    Palo Alto, CA
    3 days ago
  • $76k - $107.5k

     ...Job Description Summary Fenwick is seeking a Client Accounting Specialist who will be responsible for all financial aspects of managing the assigned...  ...and integrates best practices to deliver best‑in‑class service internally to partners and externally to clients. This position... 
    Temporary work
    Work at office
    Work from home
    Monday to Friday
    Flexible hours

    Fenwick & West

    Palo Alto, CA
    4 days ago
  • Saks Fifth Avenue in Palo Alto is seeking a Selling Advisor to build relationships with clients through exceptional customer service and elevated selling techniques. This role requires a strong understanding of fashion and trends, both in-person and digitally. Ideal candidates... 

    Saks Fifth Avenue

    Palo Alto, CA
    5 days ago
  • $24 - $26 per hour

    A veterinary hospital in Los Altos seeks a friendly Client Services Team member to provide excellent customer service and interact with clients. Candidates should have a high school diploma and at least 2 years of customer service experience. Responsibilities include checking... 

    National Veterinary Associates

    Los Altos, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!