Wealth Client Services Manager
Northern Trust Corp
Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled professional to coordinate complex fiduciary and custody accounts. The role requires strong communication and knowledge of trust-related services, with language skills in Spanish or Portuguese and a college degree. Ideal candidates have 5+ years in financial servicing or related experience, will work with trust advisors and administrators, and support client servicing events with attention to #J-18808-Ljbffr Northern Trust Corp
$45k - $65k
Retirement Investment Advisors, Inc. in Oklahoma City is seeking a experienced Client Services Manager to join our boutique wealth management team. You will coordinate client appointments, manage calendars for the advisor, and handle client inquiries with a professional...SuggestedWork at office- Pathstone is hiring an Associate Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and...Suggested
- Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships...Suggested
- Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships...Suggested
- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted... ...partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under...SuggestedWork experience placement
$120k - $160k
...the ability to turn corporate clients into long-term business... ...accountable for all aspects of service delivery, client retention and... ...include Implementation, Service Managers, and Plan Administrators• be... ...growth businesses within UBS Wealth Management (WM) and serves as...Full timeContract workFlexible hours$85k - $100k
Client Service Manager Oak Brook Terrace, IL | Hybrid After Training | Full-Time At Ardent Wealth Advisors, meaningful financial guidance begins with meaningful relationships. For more than 30 years, Ardent has helped clients navigate life’s most important financial decisions...Full timeRemote workMonday to FridayFlexible hours2 days per week- Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Manager to our growing CAS Advisory team. The CAS Manager will work closely with our... ...assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory...Work experience placementWork at officeImmediate start
- As an experienced accounting manager specializing in post-acquisition... ...diverse portfolio of private-company clients? We are seeking an experienced Client Accounting Services (CAS) Manager with deep... ...advisory, outsourced accounting, wealth management, international tax,...Immediate start
- ...Client And Account Data Product ManagerDriving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy... ...of reusable data capabilities and micro-services across Wealth ManagementConduct data quality...
- ...Solutions (JPMWS) is seeking dynamic Client Relationship Managers to join our team. With a diverse client... ..., Implementations, Operations, and Service Desk teams to optimize client and employee... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading...Contract workWorldwide
$45k - $50k
...Client Services Manager Expivia Interaction Marketing Group, Inc. | Erie, PA | Hybrid (In-Office & Remote) $45,000–$50,000 per year, based on experience Expivia Interaction Marketing Group is looking for a talented Client Services Manager to serve as a key connection between...Work at officeRemote work$82k - $111k
...Overview The Client Services Manager (CSM)is responsible forcoordinating the cross-functional client teamand isfocused on achieving plans with clients, revenue retention, and client satisfaction and growthfor the Prospective Payment PPM and CV products.TheCSMserves as...Remote work$60k - $130k
About Rockefeller Capital Management Rockefeller Capital Management was... ...financial advisory services firm. Originally founded in 1... ...Firm oversees $224 billion in client assets as of June 30, 2026. Position... ...tailored strategies that protect wealth and assets across generations...Work at officeLocal area- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and...
- U.S. Bank seeks an Wealth Management Banker to oversee affluent client experiences, coordinating with mortgage, small business banking and trust services to deliver comprehensive financial solutions. The role focuses on developing, managing and retaining relationships...
- Equitable Advisors seeks a driven financial professional to engage clients, develop tailored financial strategies, and provide product... ..., licensing progress, and a mentorship-backed career path in wealth management. You'll participate in comprehensive training programs,...Work at office
- Job Description - Client Services Manager (26142063) Position Title: Client Services Manager - ( 26142063 ) The Montana Department of Public Health and Human Services (DPHHS) has an exciting opportunity at the Intensive Behavior Center. Our mission at DPHHS is serving...Hourly payFull timeTemporary workWork experience placementRemote workAll shiftsShift work
- Shape a client-facing operations team where your leadership directly strengthens client confidence... ...resilience. You’ll run a high-visibility service function supporting complex custody... ...outcomes at scale.As a Client Service Manager III within Securities Services Operations...
- ...StatesPosted: 2026-08-12Lead Strategic Food Service Operations at Hackensack Meridian Health NEW SALE! Sodexo is seeking a Client Executive 2 (Single Client) to lead food... ...may collaborate with a team.Accountable for managing people, setting direction and deploying resources...Contract workLocal areaWorldwide
$140k - $165k
...organizations worldwide. Our work supports clients across the full product lifecycle, from... ...About the role As an Engagement Manager, you will lead the delivery of strategic... ...without regard to veteran status, uniformed service member status, race, color, religion, sex...Full timeLocal areaWorldwide- HighTower Advisors, LLC is seeking a Project Manager for the Client Portal on a 6-month contract in Chicago, IL... ...with Salesforce, Box, Asana, and wealth-planning tools. The role requires 3+ years in financial services, strong communication, and a proactive approach...Contract workRemote workMonday to FridayMonday to Thursday
$57.68k - $112k
...providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our... ...you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength...Work at officeLocal area1 day per week- JPMorgan Chase & Co. in the United States seeks a Senior Associate Project Manager for the Private Client division to manage multiple projects and initiatives, collaborating with Consumer Banking, Wealth Management, and Business Banking teams to deliver results and enhance...
- ...Lead Client Services Program Manager NiCE Actimize is currently seeking a technical, hands-on, customer-focused Lead Client Services Program Manager to join our dynamic Cloud Professional Services team. This person will be responsible for organizing, mentoring and leading...Work at officeRemote workFlexible hours
- ...Lead Client Services Project Manager At NiCE, we don't limit our challenges. We challenge our limits. Always. We're ambitious. We're game changers. And we play to win. We set the highest standards and execute beyond them. And if you're like us, we can offer you the...
- Farmers and Merchants Bank of Long Beach is seeking a Senior Client Service Manager to drive service, operations and sales at the Long Beach branch. You will coach staff, monitor performance, and lead by example to meet bank standards and cross-sell opportunities while...
- Rockefeller Capital Management is seeking a Client Relationship Manager for its Rockefeller Global Family Office team. You will work with ultra-high... ...clients, coordinating with CPAs and attorneys to protect wealth across generations and deliver tailored strategies. The role...Work at office
$180k - $200k
...Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space,... ...Advisor360° across Product, Engineering, Service, Operations, and Leadership. Engage internal teams...Contract workRemote workWork visaShift work$86k - $95k
...sciences companies, institutional investors, and management consulting firms on their most important... ...Manager, you'll lead talented teams, solve complex client challenges, and help shape how we deliver exceptional service as we continue to scale globally. You'll develop...Permanent employmentCasual workH1bWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Manager. Be the first to apply!
- wealth management advisor Brooklyn, NY
- wealth management consultant Brooklyn, NY
- wealth manager Brooklyn, NY
- client services supervisor Brooklyn, NY
- client solutions executive Brooklyn, NY
- client service manager Brooklyn, NY
- senior engagement manager Brooklyn, NY
- engagement manager Brooklyn, NY
- client executive Brooklyn, NY
- client experience manager Brooklyn, NY


