Wealth Client Specialist — Investments & Service
J.P. Morgan
J.P. Morgan is hiring a Private Client Investment Associate in New York, NY, to support Wealth Management Advisors. Responsibilities include operational requests, client relationship management, and engagement in risk management. Ideal candidates will hold a Series 7 license and be able to obtain necessary certifications within 120 days. The position offers a competitive salary and comprehensive benefits including health coverage, retirement plans, and professional development opportunities. #J-18808-Ljbffr J.P. Morgan
- J.P. Morgan is seeking a Private Client Investment Associate to provide exceptional client service and operational support within Wealth Management. In this role, you will interact with clients, assist Advisors in managing their book of business, and engage in critical...Suggested
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth... ...appropriate JPMorgan Chase wealth services to best meet the objectives of... ...Specialists do not manage client investments or ongoing relationships. Job Responsibilities...Suggested
- J.P. Morgan Wealth Management - Private Client Advisor - Jackson Heights, NY Location: Jackson Heights, NY... ...business and deliver personalized investment solutions to clients by relying on... ...Advisor role or equivalent financial services experience Demonstrated success in...SuggestedFull time
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the... ...delivering extraordinary customer service while maintaining a strong commitment... ...diversity and inclusion. Using a broad investment product and thought leadership...SuggestedFull time
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...and inclusion. Using a broad investment product and thought... ...Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
- ...cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities.... ...operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and...Worldwide
- JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build client relationships, grow a book of business, and leverage digital...
$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...$34 - $43 per hour
...First Citizens Bank, we help clients pursue their ambitions at... ..., our First Citizens Wealth team delivers banking, investment, insurance, and many more... ...supports bank products and services in the execution of daily... ...to less experienced specialists in the work group. Responsibilities...Hourly pay- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we... ...interact with clients, and offer investment solutions that meet their... ...role or equivalent financial services experience. Demonstrated success...
- Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting with client accounts, handling inquiries, and documenting tasks, while ensuring compliance with regulatory requirements...
$80k - $100k
Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong...Remote job- ...Chase, we are passionate about helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform...
$62.4k - $100k
...inclusion Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building... ...years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...Local area- J.P. Morgan in New York City is looking for a Private Client Advisor to offer personalized investment solutions and comprehensive financial planning. This role requires at least 2 years of financial advisory experience and the ability to build strong client relationships...
- ...Financial Advisor to deliver personalized investment solutions while supporting a culture of... ...have at least 2 years of financial services experience and must hold a valid Series... ...Series 66 license. The role emphasizes client relationship management and offers a competitive...
- J.P. Morgan is seeking a Private Client Advisor in New York, NY, dedicated to providing comprehensive financial planning and personalized investment solutions. The role requires a minimum of 2 years in a financial advisory capacity with strong skills in client acquisition...
- A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role... ...strong relationships, offering personalized investment solutions, and educating clients on technology and...
- A leading financial services firm seeks a Private Client Advisor in New York to provide comprehensive financial planning and advice. You will build strong client relationships and offer personalized investment solutions, demonstrating expertise in financial markets and...
- A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful... ...will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience...
- J.P. Morgan in New York seeks a Private Client Advisor to provide comprehensive financial... ...range of clients and offer personalized investment solutions, focusing on relationship... ...vibrant client experience through exceptional service and innovative digital solutions. #J-18...
- ...Dormont Manufacturing Co is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors. This role involves nurturing client relationships, executing transactions, and managing administrative tasks. The ideal candidate...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...and inclusion. Using a broad investment product and thought... ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked...
$100k - $105k
Guggenheim Investments is seeking a self-motivated individual for its Client Invoicing team in New York City. This role involves maintaining client billing information, preparing invoices, and responding to client inquiries. Candidates should possess a Bachelor’s Degree...- Fidelity Investments Inc. is seeking a motivated Client Support Specialist in Georgia to enhance relationships with high net worth clients. This role involves responding... ...it within 90 days, and 2-3 years of financial services experience. Strong communication skills and a...
$158.01k - $276.46k
...Wealth Strategist/Client Development Sales Executive Northern Trust, a Fortune... ...innovative financial services and guidance to the world'... ...support of our local team of specialists and national resources,... ...businesses as you cultivate new investment management relationships...Local area$80k - $95k
...Sales Service Associate Blue Owl is a leading asset manager that... ...management as of March 31, 2026, we invest across three multi-strategy... ...essential part of our Private Wealth team and tasked with... ..., facilitate the needs of our clients, and optimize the Market Team'...Permanent employment$118k - $172k
...s assets to support the customers' success. You will be deeply invested in the customers' industry, their engaged environment, technical... ...deployment plans. Position incremental Google Cloud services, build new customer products on Google Cloud, and incentivize/oversee...Temporary work$97.5k - $141k
...agreements. Experience in selling Cloud solutions to the financial services or banking industry. Preferred qualifications Experience... ...persuasive proposals that illustrate clear return on investment through customer business cases and comprehensive deployment plans...Full time$70k - $110k
Our client, an established investment management firm, is seeking a Financial Registered Sales Assistant to... ...Sales Assistant or in a similar wealth management support role Series 7 required... ...-builder with exceptional client service and communication skills Proficient...Work at officeLocal area
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