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 4 days 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
- Northern Trust in Newport Beach, CA seeks a senior Relationship Manager to oversee a sophisticated wealth management client base. You will work with clients, their advisors, and service teams to understand goals and provide customized fiduciary and investment guidance....Senior
- 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
$164k - $245k
...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
$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$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, CA3 days ago- 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
$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- 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
$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- ...looking for the right person to serve as Senior Services Transportation Coordinator . The ideal... ...software while effectively leading staff and volunteers to maintain smooth... ...evaluations and supporting operational needs Manages and maintains transportation software to...SeniorPart timeWork at office
- 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
$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- ...creative solutions to clients in the energy industry,... ...JOIN CANNON as a CIVIL SENIOR PRINCIPAL ENGINEER to... ...and clients; oversee and manage a diverse portfolio of... ...excellent client service and delivery. CIVIL... ...reservoirs, etc.). Grows, leads, and mentors an Orange...SeniorContract workRemote work
Cannon
Huntington Beach, CA4 days ago $115k - $150k
...Onshore Oracle Retail Cloud Functional Lead / Senior Consultant, you will have the ability... ...specifically for long-term, remote or onsite client service delivery. Recruiting for this role... ...for supporting Deloitte’s Application Management Services (AMS) engagement providing...SeniorLocal areaRemote workVisa sponsorship$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- Mercer Advisors in Newport Beach, CA is hiring for a Relationship Manager I, a strategic, client-facing role within the Client Service department. You will elevate service delivery, partnering with Wealth Advisors to ensure commitments are met with precision and care....
$140k - $235k
...and delivering for our clients, teammates,... ...whether shaped by military service, community college education... ...segment is seeking a Senior Relationship Manager to join our team in... ...Exchange, and Wealth Management and facilitates... ...and prospects. Leads and facilitates dialogue...SeniorWork experience placementWork at officeLocal areaFlexible hoursShift workDay shiftBank of America
Newport Beach, CA2 days ago- ...Director of Sales and Business Development to lead outside sales in the Newport Beach/Orange... ...will develop referral relationships and manage the full sales cycle from lead generation... ...with brokers, CPAs, attorneys, and wealth advisors, and the ability to convert networks...Senior
- ...seasoned Commercial Banker to manage a large portfolio of mid-market clients (annual revenues $20-$50... ..., provide advisory services, and coordinate with Investment... ..., Foreign Exchange and Wealth Management to deliver... ...financial solutions. You will lead client relationships,...Senior
$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- AAA Auto Club Enterprises in Costa Mesa, California, is searching for a Product Manager to lead the Membership Product Management team. The successful candidate will guide the product strategy and development of membership offerings. The role emphasizes analytical skills...Senior
- ...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
- EPIC Insurance Brokers & Consultants is looking for a Senior Client Manager in Newport Beach, CA. This role involves managing client service delivery for construction commercial lines of insurance, requiring strong interpersonal communication and attention to detail. The...Senior
- Edgewoodpartnersinsurancecenter is seeking a Senior Client Manager for its Construction practice in California. The role involves managing client relationships and ensuring timely service on insurance policies. Candidates should have substantial insurance industry experience...SeniorWork at office
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 technology project manager Newport Beach, CA
- remote senior business analyst Newport Beach, CA
- senior leadership Newport Beach, CA
- senior relationship manager Newport Beach, CA
- senior grant accountant Newport Beach, CA
- senior storage engineer Newport Beach, CA
- senior manager automotive Newport Beach, CA
- senior magento developer Newport Beach, CA
- senior application administrator Newport Beach, CA
- senior java full-stack developer Newport Beach, CA