Senior Wealth Management Client Services Lead
Morgan-Stanley
Morgan Stanley is seeking a senior service professional to support Financial Advisors and Private Wealth Advisors, delivering exceptional client experiences. The role focuses on client service, marketing support, and efficient coordination of meeting preparation and follow-ups. Ideal candidates have 5+ years in Wealth Management support, required licenses (Series 7/66/63/65), and strong MS Office skills. The position emphasizes accuracy, teamwork, and adaptable governance within a fast-paced #J-18808-Ljbffr Morgan-Stanley
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Management Client Services Lead in Newport Beach, CA vacancy
- Morgan Stanley Wealth Management Associates provide exceptional client service and support for Financial Advisors, PWAs, and teams. The role focuses on enhancing client relationships, meeting preparation, and timely follow-ups, ensuring all service functions are performed...Suggested
- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven... ...business development and client service efforts under leadership from Managing Directors. You will serve as... ...ones while collaborating with senior leaders on investments, tax,...Senior
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth... ...wide business development and client service. The role emphasizes retention, cross... ...planning. Strong collaboration with Managing Directors is essential. #J-18808-...Senior
- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires and transfers, open/close accounts... ...records to support relationship management and wealth services. The role requires 3-5 years of...SeniorWork at office
$134k - $201k
...consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value.OverviewWe are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the...Senior- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned... ...building strong relationships with affluent clients and providing personalized financial... ...extensive experience in financial services, strong analytical and communication...Senior
$189.29k - $331.2k
...global leader in innovative wealth management, asset servicing, asset management and... ...partners, and to provide to our clients and the communities we... ...sophisticated clients using leading technology and exceptional... ...is encouraged, senior leaders are accessible, and...SeniorWork experience placementH1bWorldwideFlexible hoursNorthern Trust
Newport Beach, CA4 days ago$175k - $210k
...among professional services organizations. You... ...extraordinary clients spanning every industry... ...!The RoleSenior Managers in our Private Client... ...and Estates.Senior Managers can expect... ...legislative changes, and lead change effectively... ...changes, wealth transfer techniques...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- Northern Trust in Newport Beach, CA, seeks an experienced Wealth Management Relationship Manager to drive comprehensive goals-based advice for sophisticated clients. You will collaborate with client service teams, attorneys, and accountants to understand client needs and...Senior
- Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business... ...an experienced team and ongoing client service across all stages of the financial journey....Senior
- Wealth Operations Senior Manager BMO Financial Group Newport Beach, CA Provides support and service for the Investment Operations function of BMO's business stakeholders and customers... ...on investment. Manages resources and leads the execution of strategic initiatives...SeniorContract workPart timeLocal areaShift work
BMO Financial Group
Newport Beach, CA14 days ago - ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Saint Louis, Missouri;Chicago, Illinois; Newport Beach... ...and delivering for our clients, teammates, communities and... ...business partnerships with risk, services and client teams who may not...SeniorWork at officeShift workDay shift
Bank of America
Newport Beach, CA2 days ago - RMO LLP in Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers, and shape... ...the practice for sophisticated Orange County clients. You will work closely with the managing partners to drive strategy, client...Senior
$171.6k - $338.3k
...skills—our Learning Business Process as a Service (LBPaaS) offering provides enterprises... .... We are seeking a highly driven Senior Manager to lead the growth and expansion of our Learning... ...capabilities for large enterprise clients—operating as a strategic partner, not...SeniorLocal areaVisa sponsorship- Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning... ...with high-net-worth clients and delivering holistic wealth planning... ...planning solutions. You will work with Lead Advisors and a support team to service up to 100 households, while...SeniorFull time
$21 - $24 per hour
Eurest, part of Compass Group, is hiring a Senior Cook for Anduril located at 1400 Anduril, Costa Mesa, CA 92626. We offer both full-time and part-time schedules, typically 7:00 am to 3:30 pm, with online applications accepted and an immediate start. The position requires...SeniorHourly payFull timePart timeImmediate start- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
- ...Job Description Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management... ...the client service team. We are Aspiriant , a leading, independent, 100% employee-owned wealth management...SeniorWork at office
- Hornblower Group's City Experiences division seeks a Senior Deckhand in Newport Beach, CA. You will supervise deckhands, lead in emergencies, and model company policies while delivering excellent hospitality to guests. You must meet USCG NVIC 1-91 requirements, have a...SeniorWeekend work
- ...currently seeking experienced Senior Wealth Advisors to join... ...comprehensive wealth management advice and building... ...term relationships with clients. The role partners closely... ...leverage an industry-leading strategic platform of... ...back-office services, resources, and technology...Senior
Beacon Pointe Advisors
Newport Beach, CA14 hours ago - Ultimate Installz in Huntington Beach, CA, seeks a Senior Construction Service Coordinator to lead our residential service department. This on-site, full-... ...coordination and exceptional customer service. You will manage home warranty and repair requests, schedule daily...SeniorFull time
$117k - $175k
...delivering for our clients, teammates,... ...portfolio performance.The Senior Credit Underwriter... ...with strategic wealth clients. This role... ...growth while also managing a portfolio of existing... ...with risk, services and client teams who... ...provide industry-leading benefits, access to...SeniorFull timeWork at officeDay shift$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial and Residential... ...with colleagues, clients, tenants, managers/general partners... ..., one of North America’s leading diversified financial...SeniorRemote work$140k - $185k
...complex Business Banking clients and prospects. Key... ...the bank's products and services to identify cross-selling... ...satisfaction.Responsibilities:Manages an extensive portfolio... ...Foreign Exchange, and Wealth Management and... ...eligible. We provide industry-leading benefits, access to...SeniorFull timeWork at officeLocal areaDay shift$220k - $300k
...California, seeks a Tax Director to oversee tax compliance and manage client relationships. This role entails preparing complex tax returns and leading a team of Associates while ensuring high standards of client service. The ideal candidate will have at least 8 years of...Senior$235k - $300k
Our client is a disputes-focused boutique devoted... ...to contested private wealth matters. Their practice... ...client is seeking a Senior Attorney to lead complex matters from... ...preparation. You will manage case teams by... ...legal product, client service, leadership, and business...SeniorFull timeWork at officeLocal areaFlexible hours$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...Senior$171.6k - $338.3k
...pipeline. We are seeking a highly driven Senior Manager to lead the growth and delivery of Deloitte's... ...commercial structures. This is a client-facing, business-building role spanning... ...coordination while maintaining quality, service levels, and performance expectations....SeniorLocal areaVisa sponsorship- ...Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within... ...is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position...SeniorContract workFor contractorsWork at officeNight shift
City Wide Facility Solutions
Huntington Beach, CA2 days ago - ...Facility Solutions Manager Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills... ...is responsible for the business operations of an assigned client contracted service area. This is an outside, B2B account management position that...SeniorContract workFor contractorsNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Client Services Lead. Be the first to apply!
Related searches
- senior network engineer remote Newport Beach, CA
- senior manager legal Newport Beach, CA
- senior commercial counsel Newport Beach, CA
- senior manager tax Newport Beach, CA
- senior construction accountant Newport Beach, CA
- senior living Newport Beach, CA
- senior implementation project manager Newport Beach, CA
- senior marketing project manager Newport Beach, CA
- senior level Newport Beach, CA
- senior cloud data engineer Newport Beach, CA