Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Service Lead

Corient Private Wealth LLC.

Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related activities and drive continuous improvement. The role demands 5+ years in financial services with leadership experience, superb communication, and strong CRM/Excel skills. #J-18808-Ljbffr Corient Private Wealth LLC.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Lead in Convent Station, NJ vacancy
  • $90k - $125k

     ...while enabling them to preserve their wealth for future generations, and provide...  ...like to meet you. Responsibilities Lead and oversee a team of Client Service Associates, fostering a culture of...  ...accountability for team’s output. Manage workload distribution, set... 
    Suggested
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Convent Station, NJ
    2 days ago
  • Bluespring Wealth Partners, LLC in Morristown, NJ is looking for a Client Services & Operations Manager to oversee high-level administrative and business operations for the advisory team. The role requires a strong understanding of financial services operations, discretion... 
    Suggested

    Bluespring Wealth Partners, LLC

    Convent Station, NJ
    1 day ago
  • $110k - $180k

     ...PERFORMLINEPerformLine is a leading provider of multi-channel...  ...—helping organizations manage risk, ensure regulatory compliance...  ..., New Jersey, and serves clients across financial services and other regulated...  ..., including insurance and wealth management. We're looking... 
    Suggested
    Remote work

    PerformLine

    Morristown, NJ
    1 day ago
  •  ...is an employee-owned, full-service leading independent private financial...  ...comprehensive service to our client’s and their families....  ...investors delivering comprehensive wealth planning and investment...  ...implementation, professional asset management services, private banking,... 
    Suggested
    Full time
    For contractors
    Relocation

    Steward Partners

    Florham Park, NJ
    3 days ago
  • $144k - $241k

     ...Operations and Transformation, PU&R, Manager, Functional TransformationOur Deloitte Sales & Service team empowers organizations to...  ...Power, Utilities & Renewables clients transform contact center and...  ....Key responsibilities include:Leading contact center operations and transformation... 
    Suggested
    Local area

    Deloitte

    Morristown, NJ
    2 days ago
  • Zelis Healthcare, LLC is seeking a Service Reliability Specialist to backfill an existing role. The position focuses...  ...across Product, Technology, Operations, and Client Services. The ideal candidate will manage high-impact incidents from identification to resolution... 

    Zelis Healthcare, LLC

    Parsippany, NJ
    5 days ago
  • $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...  ...services capabilities for large enterprise clients—operating as a strategic partner, not an... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    2 days ago
  • $18.8 - $20.9 per hour

     ...everyone. THE OPPORTUNITY The Service Leader is responsible for maintaining a...  ...Opportunities for advancement (80% of managers started as Crew) PAY TRANSPARENCY...  ...brand with a demonstrated purpose as it leads the way in digital, technology and sustainable... 
    Work at office
    Local area
    Shift work

    Chipotle Mexican Grill

    Madison, NJ
    5 days ago
  • MavisTire is looking for full-time Automotive Assistants and Service Managers to join our team in Chatham, NJ. These positions involve ensuring efficient store operations, assisting customers with tire selections and repairs, and managing workflow to guarantee exceptional... 
    Full time

    MavisTire

    Chatham, NJ
    4 days ago
  • $99k - $252.45k

    Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement...  ...& SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level...  ...enhance efficiency for our clients. Within our Assurance practice...  ...service. As a Manager, you will lead teams and manage client... 
    Full time
    H1b

    PwC

    Florham Park, NJ
    2 days ago
  •  ...Job Description Job Description Service Coordinator Overview The Backbone...  ...and proactive support for both our clients and technical teams. You will manage incoming service requests, coordinate...  ...·         Assist Sales Engineers, Lead Technicians, and Project... 
    Work at office
    Remote work

    Technical Adventures LLC

    Scotch Plains, NJ
    a month ago
  • Chipotle Mexican Grill is seeking a Service Leader in Morris Plains, NJ to maintain a positive guest experience by ensuring safe, quality food and a well-trained crew delivering excellent service. You will keep the line clean and organized, supervise line equipment, and... 
    Casual work

    Chipotle Mexican Grill

    Morris Plains, NJ
    4 days ago
  •  ...Description: Title: Account Manager – Employee Benefits Work...  ...Plans Supporting: Shared Services - provides service support to...  ...direction. Responsibilities include client service and communication,...  .... ~ Team Leadership: Lead the account team with a strong... 
    Remote work

    Insurance Office of America

    Florham Park, NJ
    4 days ago
  • $46.71 - $52.2 per hour

     ...broker, providing property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB supports over 20,000 professionals...  ...Ongoing service and communication with clients, promoting client/insurer relationships... 
    Hourly pay
    Contract work
    Work at office
    Local area

    HUB International

    Berkeley Heights, NJ
    4 days ago
  • A financial services firm located in New Jersey seeks a Relationship Manager in Portfolio Management to provide comprehensive investment advice and manage relationships with private clients. The ideal candidate will have at least 10 years of experience in Investment Management... 
    Work at office
    3 days per week

    Glenmede

    Florham Park, NJ
    4 days ago
  • A national automotive service company is seeking full-time Automotive Assistants and Service Managers in Parsippany-Troy Hills, NJ. Candidates should have experience in automotive parts or repair and must possess strong customer service skills. This role supports daily... 
    Full time

    MavisTire

    Parsippany, NJ
    4 days ago
  • NJ PEDIATRIC NEUROSCIENCE INSTITUTE in Morristown, NJ, seeks an Educational Services & School Liaison Manager to support patients and families navigating educational services. The role includes liaising with school districts and ensuring children receive necessary educational... 

    NJ PEDIATRIC NEUROSCIENCE INSTITUTE

    Convent Station, NJ
    2 days ago
  • $189.2k - $372.9k

     ...Deloitte’s Global Business Services (GBS) team serves as a trusted...  ...assets, and insights to help clients modernize enterprise functions...  ...and operational performance, manage risk, enable change, and increase...  ...execution. In this role, you will lead strategic transformation... 
    Local area
    Visa sponsorship

    Deloitte

    Morristown, NJ
    7 hours ago
  •  ...one priority. With a wealth of learning and career...  ...training facility, and leading market tools, we help...  ...PublicCloud Professional Services Engagement Delivery...  ...Services (PSA) Engagement Management capabilities,...  ...producinghigh-quality, client-ready deliverables and... 
    H1b
    Local area

    KPMG

    Short Hills, NJ
    1 day ago
  • $185.5k - $344.5k

     ...Capabilities & Adoption, this role is accountable for leading the US Commercial self-service AI adoption capability, ensuring business teams can discover...  .... This role leads a core team of Adoption Leads and Managers and Enablement Architect with cross-functional... 
    Full time
    Work at office
    Remote work

    Novartis

    East Hanover, NJ
    1 day ago
  • Proman Staffing is seeking an On-Site Supervisor to manage day-to-day operations at a client site and ensure service excellence. You will direct Proman Staffing employees, maintain performance records, and drive client satisfaction with effective team oversight. The role... 

    PROMAN Staffing USA

    Convent Station, NJ
    2 days ago
  • $45 - $55 per hour

     ...Maintenance Technician Greystar is a leading, fully integrated global real...  ...expertise in property management, investment management, development, and construction services in institutional-quality...  ...effectively interact with residents, clients, team members, and other... 
    Hourly pay
    Full time
    For contractors
    Work at office
    Local area
    Immediate start
    Flexible hours
    Weekend work
    Afternoon shift

    Greystar

    Madison, NJ
    5 days ago
  • Tech Mahindra in Florham Park, NJ is seeking a lead for the Microsoft Data & Analytics Platform managed services, covering Fabric, Power BI, Power Platform, Copilot Studio and Azure. The role focuses on governance, intake, prioritization and capacity planning with executive... 

    Tech Mahindra

    Florham Park, NJ
    2 days ago
  • $151.8k - $265.6k

    Position Summary Manager - Capital Markets...  ...Risk offering enables clients to achieve profitable growth...  ...transformations, or risk management services. The industry knowledge...  ...have opportunities to: Lead project teams and...  ..., prime brokerage, wealth management, or related... 
    Work at office

    Deloitte

    Morristown, NJ
    1 day ago
  • $159.1k - $265.1k

     ...Transactions team helps guide clients through their most critical...  ...-to-end support and advisory services, covering areas such as valuation...  ...experience working with leading valuation specialists to help...  ...challenges.Work you’ll doAs a Manager on the Complex Securities team... 

    Deloitte

    Morristown, NJ
    1 day ago
  •  ...Chipotle Mexican Grill is seeking a Service Leader to uphold a positive customer experience by ensuring safe, quality food and a well-trained crew. The role requires maintaining a clean line, supervising shifts, and assisting with office duties as needed. A background... 
    Work at office
    Shift work

    Chipotle Mexican Grill

    Basking Ridge, NJ
    3 days ago
  •  ...Chipotle - 6 Main Street - Responsibilities: Ensure high quality, safe food is prepared and served; Maintain a clean, organized service line and functioning equipment; Assist with crew scheduling, breaks, and shift changes; Develop and cross-train front-of-house Crew;... 
    Shift work

    Chipotle

    Madison, NJ
    3 days ago
  • Chipotle - - Responsibilities: Make sure great tasting, high quality food is served; Helping to resolve food quality issues and support food safety on the line; Resolve customer incidents and work to ensure positive customer experiences; Monitor crew breaks, shift changes...
    Shift work

    Chipotle

    Morris Plains, NJ
    2 days ago
  • Technical Account Manager for MSP- Hybrid- Florham Park NJ 4 days ago Be among the first 2...  ...This position will work with our Technical Services and Management Team to create solutions...  ...heavier than sales experience. Heavy C Level client contact (remote, in person). There is no... 
    Temporary work
    Work at office
    Remote work

    Link High Technologies

    Florham Park, NJ
    4 days ago
  •  ...The Senior Commercial Lines Account Manager is responsible for managing a...  ...portfolio of commercial insurance clients while delivering exceptional service and strategic risk management solutions...  ...requirements. Renewal & Marketing Lead the renewal process for assigned... 
    Work from home

    FMJ AGENCY ALLIANCE

    Morristown, NJ
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Service Lead. Be the first to apply!