Wealth Client Services Specialist
Morgan Stanley
Morgan-Stanley in San Jose is seeking a Client Service Associate to support Financial Advisors and provide exceptional service to clients. The role involves building trusted relationships with clients, executing transactions, and assisting with administrative tasks. The ideal candidate has strong interpersonal and organizational skills, and is detail-oriented with advanced Microsoft Office capabilities. The position offers a supportive work environment with opportunities for growth and development. #J-18808-Ljbffr
- ...the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion... ...Previous experience in financial services/wealth management and/or closely related...SuggestedLocal area
- ...transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion... ...experience in Financial Services/Wealth Management and/or closely related...SuggestedLocal area
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- A leading retail company in Santa Clara is looking for a Client Specialist to maximize sales and provide outstanding customer service. The role involves cultivating customer relationships and ensuring a seamless shopping experience. Candidates should have a high school...SuggestedFlexible hours
$64k - $68k
One Workplace in Santa Clara is seeking a Client Experience Specialist I who will support the Sales team by ensuring excellent client service and assisting in pre-sales functions. The role is essential for managing relationships with clients and aiding project success....Suggested$64k - $68k
One Workplace is hiring for a Client Experience Specialist I in Santa Clara, CA. The role involves working with the Sales team on pre-sales functions... ...an Associate Arts degree or equivalent and strong client service skills. Responsibilities include assisting with project...$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... ...Experience Manager to provide excellent customer service throughout the full scope of work,...For contractorsWork at officeFlexible hours$20 per hour
...Valley Fair or Stanford Shopping Center. Mission: The Client Specialist is responsible for delivering stellar client experience and... ...Acknowledge selling of watches, accessories and services as main task and exceeds turnover targets set by the Boutique...Local area- ...Customer Service Representative page is loaded## Customer Service Representativelocations: Sunnyvale, CAtime type: Full timeposted on... ...facilities and continuously evolving processes, we ensure that our clients experience unmatched service excellence to support our clients’...Hourly payMonday to FridayShift work
- ...We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
- Charles Schwab in Sunnyvale is seeking a Client Relationship Specialist (CRS) to deliver top-notch customer service while assisting managers in maintaining exceptional client relationships. This role provides the opportunity to grow within the financial services industry...
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Bank of America in San Jose is seeking a client service professional to support Financial Advisors and enhance client relationships. Responsibilities include ensuring excellent client service, aligning practices with bank policies, and executing strategic objectives....Hourly pay
$19 - $23.5 per hour
...people-first culture, providing a supportive, growth-minded environment for our teams—and unparalleled service for today's pet parents. The Opportunity: As a Client Service Representative (CSR), you are the first and last impression for every client who walks...Full timeLocal areaFlexible hoursWeekend workAfternoon shift- A financial services provider in the United States is seeking qualified candidates to join their team remotely on a part-time basis. You will engage with clients virtually, presenting financial strategies and insurance products, while enjoying the flexibility of working...Extra incomePart timeRemote workWork from home
- ...Join brobstongroup.com as a Client Advisor in Santa Clara, California, where you will provide exceptional service in a luxury boutique environment. You'll be responsible for achieving sales goals and maintaining high standards while building lasting client relationships...
$18.45 per hour
...areas of Barry’s studios and corporate offices. About The Role Client Specialists are the first line of contact at all Barry’s studios. As... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are...Hourly payFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift- ...Summary The Senior Client Advisor drives store performance through exceptional sales and elevated client engagement. Acting as a reference... ...and best practices Deliver outstanding client and after-sale service and cultivate lasting client relationships Build and maintain a...Local area
$30 - $35 per hour
...company, has continued to redefine the mechanical construction landscapes in California for over 50 years. Renowned for outstanding client service and attention to detail, we balance innovative, facility-specific solutions with a pragmatic, cost-conscious approach. Today,...Hourly payInternshipLocal areaImmediate startFlexible hours- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workLocal area
$20 per hour
...Job Description Job Description Mission: The OMEGA Client Advisor is responsible for delivering stellar client experience and... ...experience Acknowledge selling of watches, accessories and services as main task and exceeds turnover targets set by the Boutique Manager...Local area- ...Job Title Essential Functions: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms Scheduling and confirming appointments Placing outbound calls for follow-ups and reaching out to...Work at officeNight shift
- ...Job Title Bloomingdale's Client Specialist Job Description Bloomingdale's makes fashion personal and fun, aspirational yet approachable... ...area/brand/category. This is done by offering outstanding service and product knowledge, maintaining compelling merchandise...Part timeFlexible hours
- ...Client Advisor - Valley Fair Position JOB TITLE: Client Advisor REPORTS TO: Boutique Manager / Boutique Director Job Purpose The... ...Associate is responsible for delivering best in class client service, achieving individual sales goals, building lasting client relationships...Work at officeLocal areaNight shift
$19.5 - $22 per hour
...Client Services Representative Responsible for delivering exceptional customer service to our banking customers. The Client Services Representative must go beyond handling customer transactions in a timely and professional manner, to engage customers and optimize ways...Hourly payFull timeAfternoon shift$18.5 - $23.13 per hour
...Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last... ...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist...Hourly paySeasonal workWorldwide$24 - $29 per hour
...Client Service Representative (CSR) - Seasonal MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations,...Seasonal workLive outShift workNight shiftWeekend workAfternoon shift- ...Client Service Coordinator A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in the lives of pets and the clients we serve through client education and effective communication...Full timePart timeShift workAfternoon shift
$52k - $72k
...With over 30 years of experience at State Farm, Art brings a wealth of knowledge and mentorship to his team. His decades of expertise... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...For contractorsWork at officeRelocation packageFlexible hours- BMO U.S. in Los Gatos is looking for a dedicated customer service representative to enhance the banking experience for customers. You will deliver personalized service by identifying customer needs and providing timely financial advice. The ideal candidate will have 1-2...
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