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

Wealth Management Client Services Specialist

Bank of America ATM

Bank of America in Mill Valley, CA, seeks a dedicated professional to provide exemplary client service and educate clients on the bank's offerings. You will help ensure timely, accurate materials, support relationship building with clients and advisors, and reinforce risk controls and policy adherence. The role requires a client-centric mindset, adaptability to new platforms, and strong communication skills to deliver complex solutions in a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist in Mill Valley, CA vacancy
  • $32 - $43 per hour

     ...dedicated to helping clients build stronger financial...  ..., insurance, and wealth planning, the First Citizens...  ...The Wealth Client Specialist (WCS) role supports Fiduciary...  ...for all service-related activities such...  ...experience in wealth management/trust or financial services... 
    Suggested
    Hourly pay
    Work at office

    First Citizens Bank

    San Francisco, CA
    1 day ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Corte Madera, CA. The role focuses on comprehensive financial planning, relationship management, and delivering investment solutions to individuals and families. You will advise clients... 
    Suggested

    JPMorgan Chase & Co.

    Corte Madera, CA
    2 days ago
  •  ...& Co. in Mill Valley, CA seeks a Private Client Banker to manage affluent clients' banking relationships with...  ...approach. You will coordinate with specialists to connect clients with tailored solutions and promote self-service access to accounts around the clock. The... 
    Suggested
    Flexible hours

    JPMorgan Chase & Co.

    Mill Valley, CA
    6 days ago
  •  ...Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the...  ...has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each... 
    Suggested

    JPMorgan Chase & Co.

    San Francisco, CA
    more than 2 months ago
  • The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High...  ...has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each... 
    Suggested

    JP Morgan Chase

    San Francisco, CA
    4 days ago
  • Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust...  ...with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself on professionalism... 
    Work at office

    Perfect Timing Personnel Services

    San Francisco, CA
    2 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Corte Madera, CA
    more than 2 months ago
  • $69k

     ...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...relationship-building skills Sales or customer service experience is helpful but not required... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Corte Madera, CA
    13 days ago
  • $50 - $70 per hour

    SupportFinity is seeking a highly organized Client Services & Operations Administrator to support its growing team and client base. This part-time role begins at 10-20 hours per week with an hourly rate of $50-$70, depending on experience, and is in office in San Anselmo... 
    Hourly pay
    Part time
    Work at office
    10 hours per week

    SupportFinity™

    San Anselmo, CA
    4 days ago
  • $24 per hour

     ...Client Success Specialist Fireclay Tile is here to revolutionize the tile and design industry. By...  ...unmatched artisan-crafted products and client service, we've made it easier than ever to...  .... Reporting to the Client Success Manager, this position is hybrid based out of... 
    Hourly pay
    Local area

    Fireclay Tile

    San Francisco, CA
    2 days ago
  • $135k - $185k

     ...The Client Advisor role is an exciting opportunity to join a collaborative...  ...dedicated professionals that service Bessemer's ultra-high net...  ..., Alternative Asset Management, Philanthropic Advisory, Real...  ...and families of substantial wealth. Its more than 1,300 employees... 
    Temporary work
    Work at office
    Remote work

    Bessemer Trust

    San Francisco, CA
    1 day ago
  • $130k - $170k

     ...a highly skilled and experienced Client Advisor to join our team. The ideal...  ...in financial planning and client management. The Client Advisor manages and...  .... • Comprehensive knowledge of wealth management industry products and services. • Ability to distill financial... 
    Work at office
    Flexible hours

    Stifel

    San Francisco, CA
    2 days ago
  •  ...Client Escalations Specialist PHIL is seeking a highly driven and solutions-oriented Client Escalations Specialist to support our growing Commercial...  ...our sales organization. This position will focus on managing complex prescription and access-related issues, coordinating... 
    Work at office
    Remote work

    Phil

    San Francisco, CA
    3 days ago
  • $90k - $110k

     ...marketplaces to book (Outdoorsy, Ride), the enterprise SaaS to manage (Wheelbase), and the insurtech (Roamly) to protect the assets people...  ...world, while helping independent operators build generational wealth. Our mission is to build the essential infrastructure for the... 
    Full time
    Work at office
    Relocation
    Flexible hours

    The Ride Platform

    San Francisco, CA
    23 days ago
  • $25 - $30 per hour

     ...Zacks, Freedman & Chernev, PC is seeking a dependable and service-oriented Legal Receptionist & Client Services Coordinator for our San Francisco office....  ...clients, attorneys, vendors, and other visitors. You will manage incoming calls, support the firm’s client-intake... 
    Hourly pay
    Full time
    Work at office
    Local area
    Monday to Friday

    Zacks & Freedman, PC

    San Francisco, CA
    4 days ago
  •  ...organized prep areas, and create attractive displays that delight our customers. You'll also assist with inventory management, restocking, and customer service. This role is active and fast-paced, ideal for someone who enjoys working with food, has a positive attitude,... 
    Weekly pay
    Minimum wage
    Local area
    Flexible hours

    Albertsons

    San Francisco, CA
    4 days ago
  • $23 - $25 per hour

     ...Regional Customer Service Associate IST Management is seeking a Regional Customer Service Associate to join our team at IST Management Services! The Regional Customer Service Associate will be responsible for providing customer service in both corporate and legal offices... 
    Hourly pay
    Work at office
    Local area
    Monday to Friday

    IST Management

    San Francisco, CA
    6 days ago
  • $65k - $140k

     ...Group Job Title Acts as the primary client contact to uncover financial needs and provide...  ...on products, pricing, and services; connects customer with experts based on...  ...protecting the bank by applying our Risk Management Framework in the execution of your role,... 
    Temporary work
    Part time
    Local area

    Bmo

    San Francisco, CA
    3 days ago
  • $20 - $28 per hour

     ...is perfect for someone who  thrives in a client-focused, high-energy environment , and who...  ...base while delivering  exceptional service . If you're a natural conversationalist,...  ...your message to each individual’s needs Manage lead activity and conversion tracking in... 
    Base plus commission
    Part time
    Local area
    Shift work
    Weekend work

    MNTSTUDIO MILL VALLEY

    Mill Valley, CA
    25 days ago
  • $25 - $28 per hour

    Client Care Administrator Department: Administrative Employment Type: Part Time Location...  ...the industry-renowned for personalized service deliver safe, effective, medically-proven...  ...screen high volume of inbound phone calls Manage appointments (scheduling, moving and... 
    Full time
    Part time
    Work at office
    Immediate start
    Shift work
    Weekend work
    Afternoon shift
    Weekday work

    SkinSpirit

    Mill Valley, CA
    3 days ago
  • RH Interior Design seeks a customer service professional with a passion for luxury furnishings to engage high-end clients, understand their needs, and partner with RH designers to deliver exceptional service. You'll support a polished, confidential customer experience,... 
    Work at office

    RH

    Corte Madera, CA
    5 days ago
  •  ...Whole Foods Market in Mill Valley, CA is seeking a Seafood Team Member (Service Counter) for a part-time role. You will assist customers, manage the counter, and ensure fresh, high-quality seafood displays while following safety and sanitation standards. This position... 
    Part time
    Flexible hours
    Afternoon shift

    Whole Foods Market

    Mill Valley, CA
    5 days ago
  • $23 - $25 per hour

     ...Job Title: Receptionist Reports To: Client Services Leadership About the Role As our Receptionist , you are the first point...  ...experience. Whether you're greeting a high-level executive, managing a global switchboard, or ensuring our conference rooms are "camera... 
    Full time
    Temporary work
    Part time
    Immediate start

    SPS North America Inc

    San Francisco, CA
    1 day ago
  •  ...Commercial Service Sales Representative JLM Staffing Solutions: We are a unique recruiting...  ...and that will contribute to meeting our client's needs. JLM Staffing Solutions is...  ...framework, authorities and practices Managing costs of service to assigned customers... 

    JLM Staffing

    San Francisco, CA
    1 day ago
  •  ...answer a multi-line telephone system and greet clients in a timely, pleasant, professional manner, schedule service appointments, and provide information, and assistance...  ...Promote From Within - Advancement into Management opportunities! Responsibilities: Answer large... 
    Work at office
    Immediate start

    Royal Auto Group Of San Francisco

    San Francisco, CA
    6 days ago
  •  ...Vice President of Client Services, Life Sciences Staffing About the Company Life sciences staffing firm serving biotech, pharma, and...  ...Key responsibilities include driving new business development, managing a sales pipeline, and developing strategic relationships with... 

    Confidential

    San Francisco, CA
    6 days ago
  •  ...Client Support Specialist We are seeking a proactive and client-focused Client Support Specialist...  ...communicator who can understand client needs, manage requests efficiently, and build strong...  ...requests, account-related issues, and service concerns. Troubleshoot problems and... 
    Remote work

    Simera

    San Francisco, CA
    2 days ago
  • $57.6k - $100.9k

     ...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual...  ...team in delivering customer-focused service and sales outcomes. It involves leading...  ...effective coaching, training, and operational management. The role emphasizes maintaining store... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Corte Madera, CA
    4 days ago
  • $80k - $95k

     ...paycheck What You’ll Do: Prospect and manage the full sales cycle from cold call to contract...  ...solutions tailored to the prospective client’s needs Create tangible value by...  ...first approach, pairing exceptional customer service with innovative, cutting‑edge technology... 
    Contract work
    Flexible hours

    Group Management Services, Inc.

    San Francisco, CA
    6 days ago
  • $32 - $41 per hour

     ...Alliance, a subsidiary of Dolby Laboratories, is an independently managed company owned by industry-leading participants with over 25...  ...from other departments. Manage office reception, mail, messenger services, FedEx, internal mail and the scheduling of conference rooms.... 
    Hourly pay
    Part time
    Work experience placement
    Work at office
    Local area
    3 days per week

    Dolby

    San Francisco, CA
    9 hours ago

Do you want to receive more vacancies?

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