Wealth Client Experience Specialist
Focus Partners Wealth
Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care. The role blends teamwork with independent work across CRM and back-office processes. The position offers a hybrid schedule (3 days in office, 2 remote) in New York, with a base pay range of $75,000–$90,000 and potential bonus and benefits. #J-18808-Ljbffr Focus Partners Wealth
- ...skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory... ...ideal candidate will have a Bachelor's degree, 3-5 years of experience, and superb communication skills. This position provides...Suggested
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically... ...net worth clients. This individual has extensive experience in wealth management and effectively introduces...Suggested
$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service... ...to Financial Advisors and Private Wealth Advisors. The successful candidates will... ...diploma, relevant licenses, and two years of experience in the financial industry. The...Suggested- ...mobilizing partners to deliver measurable client, operational, and risk outcomes. Job... ...aligned to business priorities, client experience goals, and the firm’s AI ambitions.Champion... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...Suggested
- Product Specialist - Wealth Management SMEWealth tech product manager. Financial Services Location: The person can be located anywhere in... .... Travel: Travel will be 25% and all across US and Canada. Experience: 13 18 years of experienceProfessional with in-depth experience...SuggestedWork experience placement
$85k - $160k
...Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides... ...and margin financing, to high-net-worth clients of the firm’s global Wealth Management businesses... ...4+ years of product management experience building and launching successful digital...Full timeTemporary workPart time$85k - $160k
...investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations,... ...objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. The...Full timeTemporary workPart timeWork at office- ...One Love Animal Hospital in New York City is seeking a friendly Veterinary Client Experience Representative (CSR) to be the welcoming, organized bridge between clients and the medical team. This full-time role offers opportunities to enhance client relations, coordinate...Full time
$60k - $75k
...insurance compensation. They’re intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You’ll spend each day communicating on the phone with clients to understand...Work experience placementRemote work- ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry...Remote workFlexible hours
- ...helping shape the future growth of Chase Wealth Management. Join our Business... ...initiatives that influence advisor effectiveness, client engagement, and business growth while building... ..., you will help shape the content and experiences advisors rely on, with your work...
$200k - $250k
...Instagram. Blackstone Private Wealth was built to capture the... ...on behalf of Private Wealth clients globally.The Private Wealth platform... ...Vice President, Product Specialist focused on Blackstone’s Private... ...standards.Qualifications8+ years of experience across private markets, asset...Full timeWork at officeLocal area$70 - $150 per hour
...professionals with backgrounds in retail sales, luxury goods, client advisory, personal shopping, and other customer-facing sales environments... ...will apply practical retail and client-facing sales experience to assess materials, identify issues, and provide clear, structured...Remote jobPart timeFor contractorsFlexible hours$175k - $200k
...Instagram. Blackstone Private Wealth was established to answer the... ...to these firms and their clients and provides ongoing product... ...managers and family offices.Product Specialists in Private Wealth play an... ...to a minimum of 7+ years of experience in investment banking, asset...Full timeLocal area$45k
...seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with...Remote workHome officeMonday to FridayWeekend work- Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain...
- ...New York is seeking a Selling and Service Specialist to support front and back-of-house... ...processing transactions, CRM entries, and client services in a fast-paced luxury setting.... ...sale follow-up. 1 year of luxury retail experience, strong communication, and multitasking...
- Tourneau|Bucherer is seeking a Virtual Client Advisor to support cross-functional interactions with our Rolex Fifth Avenue Flagship location. You will ensure extraordinary client experiences across in-store and digital touchpoints, acting as an ambassador for our brand,...
- ...Financial Customer Experience Associate Futu US Inc. stands at the forefront of financial... ...through a digitized brokerage and wealth management platform that's designed to elevate... ...This role combines financial expertise, client relationship management, and event...
- ...team, focused on transforming and unifying the Becoming a Client (BAC) experience. This role sits at the intersection of client experience, advisor... ...with onboarding, KYC/AML, or account-opening processes in wealth management or bankingPreferredPrevious experience as a...Casual workBank staff
$85k - $140k
Product Management - Digital Client Experience - Assistant Vice PresidentWealth Management PlatformsPurchase, NYWe are seeking a talented and motivated individual to join the Morgan Stanley Wealth Management Platforms team. Our team defines and drives the online and mobile...Temporary workWork at officeWorldwide$60k - $70k
Client Experience Specialist This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Experience Specialist based in the United States. This remote role supports account management and client...Contract workRemote work- ...personalized investment solutions to your clients by relying on leadership and... ...Advisor role or equivalent financial services experience Demonstrated success in client acquisition... ...families As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- Baringa is seeking an experienced Marketing Senior Specialist for the US Marketing and Client Experience function in New York. The role supports day-to-day US marketing activity and helps launch the US Client Network for Strategy and Commercial leaders. Working with the...
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment... ...Private Bank.As a Deposit Sales Specialist, Vice President, you will partner... ...management sales and relationship management experience Knowledge and understanding of...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...base salary determined based on the role, experience, skill set and location. Those in eligible...
$750 per week
...connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative assistant roles,...Part timeCasual workRemote workFlexible hours$90k - $110k
...Administrative Associates are client service professionals and... ...closely with Senior Executives, Wealth Advisors, and cross‑functional... ....What We’re Looking For:Experience and Education5 - 7 years of progressively... ...is supported by a team of specialists aligned with a shared sense...Full timeWork at officeFlexible hours$104.6k - $191.6k
...industry, working side by side with a range of clients from our most venerable institutions to... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...Law, or EconomicsMinimum of 5 years of experience in a professional services or tax services...Summer holidayLocal areaFlexible hours$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This... ...managing relationships with affluent clients, utilizing financial planning and discovery... ...ideal candidate will have 5-8 years of experience, strong analytical skills, and relevant...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!
- automotive customer service representative New York, NY
- immediate hire customer service representative New York, NY
- lead customer service agent New York, NY
- customer service attendant New York, NY
- td bank customer service representative New York, NY
- inbound customer service representatives New York, NY
- client onboarding specialist New York, NY
- senior customer support representative New York, NY
- customer service operations specialist New York, NY
- airport customer experience specialist New York, NY


