Wealth Client Services Associate - Trusted Advisor Support
$34.32k - $90k711 MS Smith Barney, LLC
711 MS Smith Barney, LLC seeks a Client Service Associate to provide exceptional client service and support to Financial Advisors. The successful candidate will cultivate relationships with clients, assist with account management, and perform various administrative tasks. Preferred candidates will have two or more years of industry experience and a willingness to obtain relevant licenses. Excellent interpersonal, writing, and organizational skills are essential. The salary range for this position is between $34,320 and $90,000 per year, depending on experience and qualifications. #J-18808-Ljbffr
$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates... ...exceptional service to our clients and support Financial Advisor(s)/ Private Wealth Advisor(s)/ teams on a daily... ...individuals in this role build trusted relationships. Leading with a...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ..., individuals in this role build trusted relationships. Leading with a client...SuggestedFull timeTemporary workWork at officeLocal area$34.32k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ..., individuals in this role build trusted relationships. Leading with a...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Smith Barney, LLC seeks a Registered Client Service Associate in Palo Alto, CA, to provide exceptional client service and support Financial Advisors. Candidates should possess strong interpersonal... ...skills, with a focus on building trusted client relationships. This role...Suggested- ...PowerToFly is seeking a Senior Registered Client Service Associate in Menlo Park, California. This role focuses on providing exceptional client service and supporting Financial Advisors through daily interactions. Candidates must have a strong background in client relationship...Suggested
$34.32k - $90k
Position Summary Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ..., individuals in this role build trusted relationships. Leading with a client...Temporary workSecond jobWork at officeLocal area- ...Stanford FCU in Palo Alto is seeking an Investment Services Assistant to enhance client experience and support Wealth Advisors. This role demands active FINRA Series 7 and 66 licenses, along with proficiency in CRM systems. The ideal candidate should have a Bachelor's...
$65k - $75k
...Client Service Associate Bellevue, WA; Menlo Park, CA; Seattle, WA Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service... ...Service Associate provides account support services, including onboarding,...InternshipWork at officeRemote work2 days per week$65k - $75k
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the... ...client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions...InternshipWork at officeLocal areaRemote work2 days per week- Job Overview As a Private Client Investment Associate at J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors. Responsibilities Support advisors’ book of business, including facilitating...
- JPMorgan Chase is seeking a Private Client Investment Associate in Redwood City, California to focus on client service and operational support within Wealth Management. The role involves supporting Advisors with operational requests, fostering client relationships, and...
$24.95 - $27.65 per hour
...Client Service Associate (Mailroom & Hospitality) Sunnyvale, California, United States Job Title: Client Services Associate Reports... ...delivers exceptional office, mail, and delivery services while supporting the smooth daily operations of a dynamic workplace. This...Temporary workWork at officeImmediate startMonday to Friday$85k - $115k
...Summitry, LLC. in California seeks an Associate Financial Advisor to manage client relationships and develop advisory skills. This role requires strong... ...communication, financial planning experience, and the ability to support business development. The position offers a...Flexible hours- Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a... ...Associate in J.P. Morgan Wealth Management, you will provide... ...and administrative support to Private Client Advisors within Wealth Management...
- ...Client Service Associate Redwood Shores, CA $18$23/hour 1-Month W2 Contract (potential to extend) Hybrid Schedule 1 Day Remote per Week Location... ...The CSC Associate provides essential administrative support to the team, helping ensure smooth day-to-day operations within...Contract workWork at officeLocal areaRemote workMonday to Friday1 day per week
$73k - $80k
UBS is seeking an operational support professional in Palo Alto to assist financial advisors and improve client experiences. This full-time role requires a college degree in... ...candidate should have 1-3 years of client service experience and excellent skills in Microsoft...Full timeWork at office- J.P. Morgan Wealth Management in Redwood City is seeking a Private Client Investment Associate to provide outstanding client service and operational support. The ideal candidate will assist advisors by nurturing client relationships and facilitating operational requests...
$70.3k - $99.9k
...Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you\'ll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join... ...skills in a fast-paced environment, supported by the global resources of one of...Local area- ...Stanford Federal Credit Union in Palo Alto is seeking an Investment Services Assistant to provide comprehensive support to Wealth Advisors. The role requires handling client interactions, maintaining records, and processing paperwork while ensuring outstanding service...
- J.P. Morgan Advisors is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You will own client onboarding and account... ..., interface directly with clients, and support Financial Advisors in providing tailored solutions...
- ...A global financial services firm in California seeks a Registered Client Service Associate to provide exceptional service supporting Financial Advisors and their client relationships. Ideal candidates will have a strong client-first mindset, excellent interpersonal skills...
$106k - $150k
...dedicated to helping clients build stronger... ...investments, insurance, and wealth planning, the... ...backed by trusted expertise. Here, your... ..., Affluent Wealth Advisors work with a team of... ...action to address service needs and look for... ...the needs of our associates. More information...Temporary workLocal area- A leading financial services firm in Palo Alto is seeking a Client Associate to assist Financial Advisors in delivering exceptional wealth management services to ultra-high net worth clients. You will interact closely with clients for onboarding and account maintenance...
$103.6k - $189.7k
...global financial services marketplace and the... ...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...share information to support informed decision-... ...status as a trusted advisor to maintain and...Summer holidayWork at officeLocal areaFlexible hours$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply for the... ...delivering extraordinary customer service while maintaining a strong... ...and families. Your expertise will support a wide range of clients, from those...$70.32k
...enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...families. Your expertise will support a wide range of clients, from...- ...Private Client Advisor In Chase Wealth Management At J.P Morgan Chase, we have an enthusiasm for helping... ...delivering extraordinary customer service while maintaining a strong commitment... ...individuals and families. Your expertise will support a wide range of clients, from those...
$100 per hour
Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management... ...client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions...Part timeInternshipWork at officeLocal areaRemote work2 days per week$102.5k - $187.9k
...global financial services marketplace and the... ...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...institutions are trusted and flourish, and... ...to be the C-suite advisor for insurance technology... .... The goal is to support our clients'...Work experience placementSummer holidayFlexible hours- Chase is looking for a Private Client Investment Associate in Redwood City, California. This role will involve supporting the Advisors' business and delivering exceptional client service. The ideal candidate will help maintain client relationships while managing operational...
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