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

Wealth Client Services Specialist

PowerToFly

A leading financial services firm in Baton Rouge is seeking a Registered Client Service Associate to provide exceptional client support and administrative assistance to Financial Advisors and Private Wealth Advisors. The successful candidate will have strong interpersonal abilities, a detail-oriented approach, and advanced Microsoft Office skills. Responsibilities include managing client relationships, executing transactions, and onboarding new clients. This role offers competitive compensation and opportunities for career growth within a supportive environment. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Baton Rouge, LA vacancy
  • $20.67 - $24.04 per hour

     ...transformative change in healthcare. Position Summary The Client Billing Specialist is responsible for supporting the end-to-end client...  ...role works closely with Billing Operations, Sales, Client Services, and Finance teams to process invoices, maintain client billing... 
    Suggested
    Hourly pay
    Work at office

    Datavant

    Baton Rouge, LA
    2 days ago
  •  ...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... 
    Suggested

    JPMorgan Chase & Co.

    Baton Rouge, LA
    10 days ago
  •  ...We're 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, dental... 
    Suggested
    Contract work
    Part time
    Local area

    Family Dollar

    Port Allen, LA
    3 days ago
  •  ...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... 
    Suggested
    Contract work
    Part time
    Local area

    Dollar Tree

    Baton Rouge, LA
    4 days ago
  •  ...Commercial Lines Customer Service Representative HUB International Limited ("HUB") is...  ...health, employee benefits, investment and wealth management products and services. With over...  ...requires direct interaction with clients, Account Executives, Producers, insurance... 
    Suggested
    Temporary work
    Local area

    Squaremouth

    Baton Rouge, LA
    8 days ago
  • $20 - $22 per hour

     ...their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and...  ...join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work. At Paychex, you'll have... 
    Hourly pay
    Local area
    Flexible hours

    Paychex

    Baton Rouge, LA
    3 days ago
  •  ...Description Veterinary Client Service Representative Sherwood South Animal Hospital & Emergency Center Baton Rouge, LA  Sherwood South Animal Hospital & Emergency Center is hiring an experienced, Client Service Representative to join our INCREDIBLE team... 
    Work at office
    Flexible hours
    Night shift

    Sherwood South Animal Hospital & Emergency Center

    Baton Rouge, LA
    4 days ago
  • $70.5k - $81.5k

     ...Client Service Excellence Center Associate Have your FINRA Series 7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate! At Vanguard, we have a client-first mentality that we live and breathe every day through... 
    Remote work

    Vanguard

    Baton Rouge, LA
    20 hours ago
  • $60.5k - $67.5k

     ...Are you ready to help us redefine what exceptional client service looks like? Join our team of "crew" as a Client Service Excellence Center associate! About this Job: At Vanguard, we have a client-first mentality that we realize every day through our mission,... 
    Remote work

    Vanguard

    Baton Rouge, LA
    4 days ago
  • $20 - $24 per hour

     ...SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering...  ...who can help us deliver exceptional client service. For more information, visit...  ...is looking for a Customer Experience Specialist I for one of its mortgage clients to operate... 
    Hourly pay
    Local area

    Edwards Lifesciences Belgium

    Baton Rouge, LA
    1 day ago
  • $47k - $52k

     ...team. This role is ideal for individuals who enjoy working with clients, solving problems, and contributing to business growth. As a...  ...customer relationships, and ensure clients receive outstanding service throughout their experience. Responsibilities Build and... 
    Full time

    Alphabe Insight

    Baton Rouge, LA
    3 days ago
  •  ...Office The Account Coordinator plays a critical role in keeping client work moving—accurately, on time, and at a high standard. This...  ...deadlines, and wants to build a strong foundation in client service and agency operations. Account Coordinators support Account... 
    Agency work
    Work at office
    Flexible hours

    The Moran Group

    Baton Rouge, LA
    20 hours ago
  •  ...Job Title Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred Job Description Leverage...  ...companies, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the clients,... 
    Work from home
    Long distance

    Stride 2 Hire Staffing Agency

    Baton Rouge, LA
    2 days ago
  • $62k - $72k

    About the Role Have your FINRA Series 7 and 63 licenses and a passion for serving others? This Client Service Excellence Center associate supports Vanguard clients via inbound phone calls, assisting with account‑related needs and ensuring a positive client experience.... 
    Remote work

    慨正橡扯

    Baton Rouge, LA
    3 days ago
  •  ...Rudyb Travel is seeking a Remote Travel Customer Service Representative to support clients at every stage of their travel journey. In this client-facing role, you will be the trusted point of contact—from initial booking through post-trip follow-up—ensuring a seamless,... 
    Remote work

    Rudybtravel

    Baton Rouge, LA
    3 days ago
  •  ...Customer Service / Lot Attendant 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... 
    Start working today
    Local area

    U-Haul

    Baton Rouge, LA
    4 days ago
  • $17 per hour

     ...Customer Service Rep. Req number: R8160 Employment type: Full time Worksite flexibility: Remote Who we are CAI...  ...in uniting talent and technology to power the possible for our clients, colleagues, and communities. As a privately held company, we have... 
    Hourly pay
    Full time
    Apprenticeship
    Work at office
    Local area
    Remote work
    Worldwide

    CAI

    Baton Rouge, LA
    2 days ago
  •  ...Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further. As a Customer Service Representative, you... 
    Weekly pay
    Temporary work
    Local area
    Flexible hours
    Shift work

    Circle K

    Baton Rouge, LA
    4 days ago
  •  ...Louisiana 70816 Shift Availability Overnights (Weekdays + Weekend Availability Required) Time Type Part time Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged,... 
    Weekly pay
    Temporary work
    Part time
    Local area
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Weekday work

    Circle K Stores, Inc.

    Baton Rouge, LA
    1 day ago
  • Job Description Basic Qualifications Must be fluent in reading, writing, and speaking English. (Except in Puerto Rico) Requires willingness to work flexible schedule, including evenings and weekend hours Preferred Qualifications Prefer six months...
    Work experience placement
    Flexible hours
    Afternoon shift

    Phenom People

    Port Allen, LA
    1 day ago
  • $31k - $55k

     ...Customer Service Representative Location: Port Allen, LA, 70767 Salary: $31000.0 - $55000.0/year Experience: 1 Year(s) Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service... 
    For contractors
    Work at office

    Staff My Agency

    Port Allen, LA
    2 days ago
  • $15 per hour

     ...Part-Time Remote Customer Service Representative Window World | Baton Rouge, LA Join America's Largest Replacement Window Company! Window World is looking for a friendly, dependable, and customer-focused Part-Time Remote Customer Service Representative to... 
    Hourly pay
    Weekly pay
    Part time
    Work at office
    Remote work
    Flexible hours

    Window World of Baton Rouge, LLC

    Baton Rouge, LA
    4 days ago
  • $15 - $18 per hour

     ...and technician schedules Renew and manage maintenance agreements Build relationships with customers and provide top-level service and support Maintain accurate and detailed records of customer needs, requests, and tasks performed Appropriately handle... 
    Hourly pay
    Full time
    Relocation

    Southern Air Heating Cooling & Plumbing

    Baton Rouge, LA
    3 days ago
  • $15 per hour

     ...Customer Service Representative As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need—right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections... 
    Hourly pay
    Full time
    Temporary work
    Casual work
    Work at office
    Local area

    TMX Finance Family of Companies

    Baton Rouge, LA
    2 days ago
  •  ...About the job Customer Service Representative We are seeking a customer-focused Customer Service Representative to support clients through a dedicated advisor-led service model. In this role, you will assist customers by providing guidance, coordinating details... 
    Remote work

    Traveling with Michaila

    Baton Rouge, LA
    2 days ago
  • $31.2k - $46.8k

     ...scale, come make a difference at Fiserv. Job Title Customer Service Associate About your role: As a Remote Customer Service Associate...  ...supporting merchants, cardholders, or financial institution clients How you'll work: This role requires use of a computer and audio... 
    Temporary work
    H1b
    Remote work
    Work from home
    Monday to Friday
    Day shift
    Afternoon shift

    Fiserv

    Baton Rouge, LA
    20 hours ago
  •  ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services.... 
    Hourly pay
    Part time
    Work experience placement
    Seasonal work
    Work at office
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Baton Rouge, LA
    1 day ago
  •  ...Customer Service Associate As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer service to our customers. Key priorities include greeting customers, assisting them with selection of merchandise, completing transactions... 
    Full time
    Part time
    Flexible hours
    Afternoon shift

    Roses Discount Stores

    Baton Rouge, LA
    20 hours ago
  • $13 - $15 per hour

     ...Customer Service Representative Would you like a new career where you get training and have an opportunity to advance? Do you want to stop working crazy hours? As a Customer Service Representative, you are a key team member in upholding our commitment to customer satisfaction... 
    Hourly pay
    Weekly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday

    Molly Maid

    Baton Rouge, LA
    1 day ago
  •  ...that dominates the products in their category 1 out of 3 being sold by them and taking care of them with one of the highest customer service scores in retail! We make dreams happenapply today! The Alterations Customer Service Representative (CSR) is a critical role... 
    Hourly pay
    Full time
    Weekend work
    Weekday work

    David's Bridal

    Baton Rouge, LA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!