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

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Baton Rouge, LA vacancy

Client Billing Specialist
$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
J.P. Morgan Wealth Management - Private Client Advisor - Baton Rouge, LA
...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
Client Service Excellence Representative (FINRA Licensed)
$70.5k - $81.5k
...professionals for this role. 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! About this Job: At Vanguard, we have a client-first mentality that we live and breathe every...
Suggested
Remote work
Vanguard
Baton Rouge, LA
4 hours ago
Customer Service Associate I
...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...
Suggested
Contract work
Part time
Local area
Family Dollar
Baton Rouge, LA
3 days ago
Customer Service Associate II
...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
...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...
Temporary work
Local area
Squaremouth
Baton Rouge, LA
8 days ago
Client Service Excellence Representative (FINRA Licensed)
$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
22 hours ago
Client Service Representative
$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
Veterinary Client Service Representative
...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
Client Service Excellence Representative - RS
$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
Customer Experience Specialist I
$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
Junior Account Representative
$47k - $52k
...and meaningful career development while delivering outstanding service and support. Job Description Lumina Agency INC is seeking a motivated... .... This role is ideal for individuals who enjoy working with clients, solving problems, and contributing to business growth. As a...
Full time
Alphabe Insight Inc
Baton Rouge, LA
2 days ago
Account Coordinator
...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
22 hours ago
Client Service Excellence Representative (FINRA Licensed)
$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
Baton Rouge, LA - Work from Home Customer Service Representative
...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
Remote Travel Concierge & Client Support Specialist
...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
...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
Customer Service Rep.
$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
4 days ago
Customer Service Representative
$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
Customer Service Representative
$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
Customer Service Representative
...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
Customer Service Representative
...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
3 days ago
Customer Service Representative
$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
Customer Service Associate
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
Customer Service Associate
...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
$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
22 hours ago
Customer Service Representative
$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
Customer Service Representative
...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
Customer Service Associate
...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
22 hours ago
Customer Support Specialist
...Culligan Water is seeking a Customer Service Representative to engage with customers regarding their orders and resolve issues. The ideal candidate will demonstrate strong detail orientation and organization along with excellent communication skills. This role involves...
Culligan 155LA
Baton Rouge, LA
1 day ago

Do you want to receive more vacancies?

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