Wealth Client Support Specialist
PowerToFly
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, and knowledge of financial products, with required licenses for the role. The firm offers significant opportunities for professional growth and a dynamic work environment. #J-18808-Ljbffr PowerToFly
- ...Federal Credit Union in Palo Alto is seeking an Investment Services Assistant to provide comprehensive support to Wealth Advisors. The role requires handling client interactions, maintaining records, and processing paperwork while ensuring outstanding service to our members...Suggested
- 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
$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... ...a strong sense of urgency. Committed to supporting Sales Team goals. The ability to work...SuggestedFor contractorsWork at officeFlexible hours$73k - $80k
UBS is seeking an operational support professional in Palo Alto to assist financial advisors and improve client experiences. This full-time role requires a college degree in Business, Finance, or Accounting and offers a salary range from USD 73,000 to USD 80,000 per annum...SuggestedFull timeWork at office- ...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... ...and families. Your expertise will support a wide range of clients, from those just...Suggested
$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 -... ...advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save...- ...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... ...and families. Your expertise will support a wide range of clients, from those just...
- Morgan Stanley in Cupertino is seeking a Registered Client Service Associate to provide exemplary client service and support for Financial Advisors. Candidates must have a High School Diploma and a college degree is preferred, along with the necessary financial licenses...Work at office
$21 - $26 per hour
...Support Specialist I Hybrid Summary We are looking for an escalation specialist with 80% working on escalations (ticket work) 20% project work. Candidates are expected to think creatively about ambiguous issues and are passionate about problem solving. They will also...Hourly pay$25 - $30 per hour
...Escalation Specialist We are looking for an escalation specialist with 80% working on escalations (ticket work) 20% project work. Candidates are expected to think creatively about ambiguous issues and are passionate about problem solving. They will also be able to...Hourly payFull timeLocal areaFlexible hours- ...providing outstanding customer service. Responsibilities include clearing tables efficiently, carrying dishes to the kitchen, and supporting other restaurant areas as needed. The ideal candidate should be at least 18 years old, possess a high school diploma or GED, and...
$85k - $95k
...Date August 2026 Position Overview Gideon Hausner seeks a dynamic, committed, creative individual to serve as a TK-8 Learning Support Specialist. The Learning Support Specialist will provide 1:1 and/or small group academic support to students with specific learning...Temporary workFlexible hoursNight shift$25 - $28 per hour
...the opportunity to grow into full-time Work across home, school, and community settings Paid training and ongoing clinical support-no experience required Clear growth paths into Full-Time BT, Lead BT, ABA Instructor, ACS, and BCBA roles A supportive...Hourly payFull timePart timeWork at officeLocal areaWork from homeFlexible hoursWeekday work$65k - $75k
...Legal Support Specialist page is loaded## Legal Support Specialistlocations: Silicon Valleytime type: Full timeposted on: Posted 5 Days Agojob... ...Legal Support Specialist role will be expected to bill for client billable work as directed.Primary responsibilities include, but...Remote work$93k - $135k
...Product Support Specialist Cooley is seeking a Product Support Specialist to join the Innovation team. Position summary: Cooley Innovation... ...budgeting process Interact with outside developers, clients and their teams of attorneys, business professionals and...Full timeTemporary workWork at officeFlexible hoursWeekend work- ...GCS - Product Support Specialist (L1) | Night Shifts - US EST PST | SaaS Support Responsibilities Provide day-to-day functional and technical software application support in a 24x7 environment. Ensure proper, timely, and ongoing follow-up on assigned cases to meet SLAs...WorldwideShift workNight shift
- Inter Sources Inc in Mountain View, CA is seeking a Language Specialist for Customer Support (Email). The role requires fluency in English along with another language, and previous customer service experience is preferred. Candidates must have strong analytical skills and...Contract workWork experience placement
$45 - $55 per hour
Overview Gibson Dunn is a leading global law firm, advising clients on significant transactions and disputes. Our exceptional teams... ...of precision and vision. Based in Palo Alto, the IS Support Specialist will be responsible for providing technical support to customers...Hourly payTemporary workWork at officeLocal areaFlexible hours$85k - $95k
A community school in Palo Alto seeks a dynamic TK-8 Learning Support Specialist to provide individual and small group support to students with learning needs. The role involves collaboration with teachers and parents to ensure student progress and requires a Bachelor'...$30.13 - $40.13 per hour
Accenture is hiring for an onsite technical support role focusing on AR device testing and validation in San Jose, CA. As part of Accenture Flex, you will assist in ensuring new devices work properly while collaborating with engineering teams for improvements. The ideal...Hourly payFlexible hours$40.75 - $44.5 per hour
Legal Support Specialist (Litigation) Cooley is seeking a Legal Support Specialist to join the Business Litigation team. Position summary... ...sheets, engagement letters, waiver letters) for new and existing clients while coordinating with business intake & conflicts...Hourly payTemporary workWork at officeFlexible hours- ...Support Specialist Duration: 6 months contract (High chance of Extension) Location: MPK or Austin, TX Work week- Wednesday - Sunday with... ...and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard...Contract workImmediate start
- Global Customer Support - Intern Pune | 12 months internship Responsibilities In this role you will... Consistently deliver positive customer experience reflected over Customer Satisfaction metrics (CSAT). Continuous adherence with Cornerstone OnDemand support process to...InternshipShift work
$85k - $95k
A Jewish Day School in Palo Alto, California, is seeking a TK-8 Learning Support Specialist to provide tailored academic support to students with specific learning needs. The role involves collaboration with classroom teachers and case management of individual students...$65k - $75k
...and handle calendar entries. Edit pre‑bills and maintain electronic files. Assist with travel arrangements and scheduling meetings. Support attorneys with document production, compiling documents, and preparing binders. Quality‑check materials to ensure proper collation....Remote work$128k - $188k
Executive Support Agent, Senior Executive Services Bachelor’s degree or equivalent practical experience. 10 years of experience in security... ...and physical security and logistical support to assigned clients. You would be responsible for client and staff liaison while...Flexible hours- ...Executive Support Specialist Location: Mountain View, CA Duration: 1+ Years with high extension possibility Position Overview The Executive Support Specialist provides high-touch technical and administrative assistance to senior executives and their administrative...Work at office
- ...Logistics & Lab Support Specialist Locations: San Diego, CA / Palo Alto, CA Onsite Key Responsibilities Remote Shipping & Documentation Generate comprehensive handling guides for delicate silicon components. Create accurate shipping labels and manage outbound...Work at officeLocal areaRemote work
$110.5k - $192k
...Sales Support, Clinical Specialist - Image-Guided Therapy Devices, Peripheral We are the industry leader in image-guided therapy, helping to improve treatment for every patient. Working together to realize this vision, we can save and improve lives and reduce the total...Full timeWork at officeWork visaRelocation package3 days per week$22.47 - $32.47 per hour
Accenture is seeking a Logistics Support and Technical Support professional for their Mountain View, CA location. The role involves receiving shipments, managing device inventories, and providing both on-site and remote technical assistance. Candidates should have at least...Hourly payRemote work
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