Wealth Client Services Telesales Specialist (Hybrid)
Citi
Citi in Ofallon, Missouri, is seeking a Registered Wealth Service Associate to service and support Investment and Banking clients. The role handles inbound and outbound calls, processes requests, and ensures KYC/AML compliance while delivering high-quality service. Requires FINRA Series 7 & 63 (66/65 preferred), strong communication, and ability to build client relationships; hybrid work setup and salary range are provided in the posting. #J-18808-Ljbffr Citi
$64.62k - $90.18k
Registered Wealth Service Associate Job Req Id: 26981742 Location(s) O'Fallon, Missouri... ..., Florida, United States Job Type Hybrid Posted Jul. 23, 2026 Discover... ...Overview The Intermediate Associate Telesales Representative is a Client Service and Sales support position,...SuggestedFull timeWork experience placementWork at office$62.62k - $87.38k
Registered Wealth Investment Services Associate Job Req Id: 25917838 Location: Jacksonville,... ...Missouri, United States Job Type: Hybrid Posted: Dec. 30, 2025 Job Overview The Intermediate Associate Telesales Representative is a Client Service and Sales support...SuggestedFull timeWork experience placementWork at office$170k - $300k
...Director of Premium Customer Experience & Wealth Integration to lead a high-impact team... ...experience across risk, onboarding, customer service, fraud, and retention, and lead... ...most dynamic areas of consumer banking. A hybrid working model that balances 3 days in the...SuggestedFull timeWork at officeRemote work- Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning... ...budgeting and planning summaries, and support wealth strategies across investments. Strong communication...Suggested
$51k - $60k
...significant risk, workforce, wealth management, and retirement challenges... ...benefits for large corporate clients. Position Summary: The... ...potentially include a fully remote or hybrid option. Position... ...Experience with client/customer service, preferably in a corporate setting...SuggestedFull timeRemote workMonday to Friday3 days per week$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning...Permanent employmentWork at officeLocal area- Cedar Gate Technologies, an IQVIA business, seeks a Client Services Representative, Credentialing to support healthcare credentialing for... ...credentialing, CPCS preferred, and strong attention to detail. Hybrid work in Houston preferred; US-based residency required. #J-1...
$235k - $420k
...Job Description Job Description Private Wealth Services Associate Location: New York, NY Work Arrangement: Onsite Experience... ...sophisticated estate and tax planning strategies. Counsel clients on gift, estate, and generation-skipping transfer tax matters...Temporary workWork at officeFlexible hours$88.4k - $132.6k
...00.00Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and... ...and achieve excellent internal and external customer service.Recommends improvements for investment procedural and...Full timeWork at officeImmediate startRemote work$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b$85.1k - $161.7k
...are the leading provider of professional services to the middle market globally, our purpose... ...in a world of change, empowering our clients and people to realize their full potential... ...proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction...Full timeWork experience placementInternshipLocal area- ...insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding... ...insurance and a P&C License. This position offers a hybrid work model, competitive salary, and a robust...
- Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2-5 years’ experience,...Full time
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office$64.7k - $107.8k
Client Experience Consultant, Middle Markets - Cigna Healthcare - Hybrid (NJ or NY) The Client Experience Consultant partners with Middle Market Account Executives to... ...the value they receive from Cigna's products and services. This role executes and coordinates activities...Permanent employmentTemporary workCasual workWork at officeLocal areaRemote work- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-...
- Morgan Stanley is seeking a Client Service Associate in Georgia to support Financial Advisors and teams. You will help cultivate client relationships, process money movements, and answer client inquiries, while maintaining accurate records and utilizing MS Office tools...
- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
- A leading healthcare provider is seeking a Client Experience Consultant to partner with Middle Market Account Executives. This hybrid role involves driving retention and growth by optimizing client value from services. Ideal candidates will have health-related industry...Work at office
$85k - $110k
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday- ...Advisors is seeking a detail-oriented bookkeeper to manage client accounts, review transaction coding, and prepare... ...emphasizes accuracy, communication, and proactive client service. The position supports hybrid work arrangements with comprehensive benefits and ongoing...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York, NY. You will deliver exceptional client service, support Private Client Advisors, and handle account openings, money movements and trades with precision and speed. You...
- ...Chase & Co. is a leading global financial services firm with assets of more than $2.7... ...four business segments including Asset & Wealth Management, Corporate and Investment Banking... ...in investment and wealth management. Its clients include institutions, high-net-worth individuals...Work at office
- Adidas in New York, NY is seeking a Wholesale Account Service professional to support orders, inquiries, and delivery coordination within a hybrid work model. The role interfaces with Sales, Logistics, Credit Management and IT to ensure accurate orders, timely responses...Remote job
- ...calls to encourage donors to schedule appointments, documenting information in computer systems, and delivering friendly, professional service on every call. The position requires in-office and remote days with set shifts between 8am and 8pm. Training is provided, and...Work at officeRemote workDay shift
- Manheim is seeking a Commercial Services Specialist II to serve as the primary contact for nationwide low-touch clients, handling post-sale operations across physical auctions, MyCentral online auctions, and private stores. This role coordinates with internal teams to manage...
- ...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... ...Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...
- LCK Wealth is seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale client service and operational processes. You’ll support advisory teams, handle onboarding, data preparation,...
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