Wealth Client Services Specialist
Morgan Stanley
Morgan-Stanley is seeking a Client Service Associate located in the Town of Islip, NY, to provide exceptional service and support for Financial Advisors. The role emphasizes strong interpersonal skills and the ability to develop trusted client relationships. Candidates must possess a High School Diploma, with a preference for a college degree. A willingness to obtain necessary industry licenses is required. This position offers competitive pay and the opportunity to work in a dedicated and inclusive environment focused on collaboration and empowerment. #J-18808-Ljbffr
- Morgan-Stanley is seeking a Client Service Associate in Town of Islip, NY. This role involves providing exceptional service to clients and supporting Financial Advisors in maintaining client relationships. Candidates should have a high school diploma, strong organizational...Suggested
$35k - $85k
Morgan-Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal skills and the ability to assist clients with their everyday needs. Responsibilities include supporting...Suggested- Morgan-Stanley in Islip, NY, is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role requires strong organizational skills and the ability to assist clients with everyday needs. Responsibilities include...Suggested
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...Suggested
- ...Weu2019re seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...SuggestedContract workPart timeLocal area
- ...Answer calls and serve as the liaison between clients and Service Technicians as well as between the Company and its vendors. Schedule service appointments. Follow up with customers. Requirements Essential Duties and Responsibilities The essential functions include, but...Hourly payDaily paidContract workWork experience placementWork at office
$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary: $80,000-$115,000 base + bonus Schedule: 100% Onsite | Monday-Friday About the Opportunity We’re partnering with a highly respected, technology-forward RIA firm in Islip, NY...Work at officeLocal areaMonday to Friday$80k - $115k
Mohr Talent is seeking a Client Service Associate for a growing RIA firm in Islip, NY. This role is ideal for individuals experienced in wealth management support who can maintain high standards of service while managing multiple priorities. You will be responsible for...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
- ...Client Services Coordinator Location: Hybrid Brentwood, NY (2 days/week onsite, rest remote) Duration: 12 months with Possibility for Extension or Conversion to Permanent Overview We are seeking a Client Services Coordinator to provide client-facing support and...Permanent employmentRemote work2 days per week
- ...Position Overview We are seeking a client-focused Personal Lines Customer Service Representative to support day‑to‑day servicing of personal insurance accounts. This role is responsible for handling client inquiries, processing policy changes, and assisting with claims...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...Customer Service Rep Feldman, Kramer & Monaco, P.C. is currently seeking Customer Service Representatives to join our growing team... ...company procedures in a web-based CRM application. Perform new client setup and existing maintenance functions. Anticipate...Full timeWork at officeMonday to Friday
- ...Job Description Job Description We are seeking a customer service representative for our Long Island location! This position is within a food service company. The typical schedule is Monday through Friday from 7:30 am to 4:00 pm . Below are some of the duties...Work at officeMonday to Friday
- ...Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers,... ...School diploma and at least 2 years of experience in financial services. The role demands good communication skills, problem-solving...
- ...Seasonal Client Service Representative We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as...Temporary workSeasonal workFlexible hours
- J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial...
- ...Client Services Administrator We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing or via email...Contract workTemporary workWork at office
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
$15 - $16.5 per hour
...Open Scientific provides contract staffing and direct hire recruitment services for the scientific, engineering, laboratory and manufacturing sectors. Job Description Location: Holbrook Pay Rate: $15.00-$16.50 Hours: 3:30pm-12:00am Open Scientific is recruiting for a...Contract workTemporary work- ...Job Description Customer Service Representative Duties & Responsibilities: We are looking for Customer Service Representatives with hustle, personality and people skills. Customer Service Representatives are responsible for greeting customers, answering phones, and providing...
$15 - $22 per hour
...Customer Service Representative Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Hourly payStart working todayLocal area- ...is the welcoming face of our swim school, providing exceptional service, supporting lead conversion and retention, and ensuring smooth... ...Benefits (30+ hours per week) Paid time off (30+ hours per week) Wealth Benefits (30+ hours per week) Responsibilities: Operations...Daily paidImmediate startFlexible hoursWeekend workWeekday work
$23 - $25 per hour
...Manufacturer is seeking a professional and highly motivated Customer Service Representative to join our team in Hauppauge, NY. This is a... ...ideal candidate will be the primary point of contact for our clients, ensuring their needs are met with efficiency and a positive attitude...Hourly payPermanent employmentFull timeTemporary workWork experience placementWork at officeImmediate startRelocationShift work- ...Join OBE As a Customer Service Representative From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious... ...vital part of our Customer Service Department, ensuring every client interaction is handled with care and accuracy. What You'll...
- ...and customer-focused individual to join as an Agent Team Member. In this role, you will establish customer relationships, educate clients on insurance options, and develop leads while enjoying flexible hours and growth potential. The ideal candidate will have excellent...Flexible hours
- Allstate Insurance Agency - Kevin Purdy in Commack, NY, is hiring for an Insurance Customer Service Professional to provide exceptional support to clients without the pressure of sales. The role focuses on service, managing existing policies, and building long-term relationships...
- ...A retail company in New York is seeking a Customer Service Associate to enhance the shopping experience. Responsibilities include assisting customers, managing sales transactions, maintaining store cleanliness, and handling merchandise. Ideal candidates should have customer...
$35k - $85k
...Job DescriptionPOSITION SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area$20 - $22 per hour
.... Candidates will possess exception communication and customer service skills as well as being highly organized and detailed oriented.... ...professional manner and be an expert at establishing rapport with clients quickly. Validating prospective customer's contact and home...Hourly payFull timeCurrently hiringLocal areaRelocationDay shift$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central Region role at Teachers... ...and future competitors. Partner with specialists to connect members to experts who can... ...350,000.00-$650,000.00 1 month ago Citi Wealth - Wealth Relationship Manager -...Full timePart timeWork experience placementWork at officeLocal areaImmediate start
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