Wealth Client Services Specialist: Growth & Ops
$85k - $100kFreestone Capital Management
Freestone Capital Management in San Francisco is looking for a detail-oriented client services professional to join their growing team. This role involves fostering client relationships and providing high-level support to advisors. Candidates should have a Bachelor's degree and 2-4 years of experience in client service within the financial services industry. The position offers a base salary of $85,000-$100,000 along with comprehensive benefits and a collaborative work culture. #J-18808-Ljbffr Freestone Capital Management
$32 - $43 per hour
First Citizens Bank is seeking a Wealth Client Specialist to support fiduciary officers within the Wealth Division. This position involves handling service-related activities and establishing excellent client partnerships. The ideal candidate will have a Bachelor's Degree...SuggestedHourly pay- ...Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to our clients. This role involves building... ...trusted relationships and assisting Financial Advisors and Private Wealth Advisors with a range of client requests. The successful...SuggestedWork at office
$80k - $100k
...Neuberger, based in San Francisco, is seeking a Client Associate / Senior Client Associate to deliver top-notch operational support and client service. This role involves liaising with wealth advisors and assisting with a high-net-worth client portfolio, ensuring comprehensive...Suggested$32 - $43 per hour
...a team dedicated to helping clients build stronger financial futures... ...investments, insurance, and wealth planning, the First Citizens... ...we serve. The Wealth Client Specialist (WCS) role supports Fiduciary... ...position has responsibility for all service-related activities such as...SuggestedHourly payWork at office- Morgan Stanley in San Francisco is seeking a Client Service Associate to support Financial Advisors and Private Wealth teams. You will cultivate client relationships, process requests, and ensure information and documentation stay current. Responsibilities include onboarding...Suggested
- ...ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist who will provide exceptional client service and operational support to Financial Advisors.... ...of $27.70-$41.70 and potential bonuses, along with growth opportunities within the firm. #J-18808-Ljbffr...Hourly pay
- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support to Financial Advisors and Private Wealth Advisors. You will handle routine account activities, educate clients on digital tools, and assist onboarding and documentation...
- Morgan Stanley in San Francisco seeks a client service professional to cultivate client relationships, onboard accounts, and support financial advisors with banking products and digital tools. The role requires obtaining Series 7 and Series 66 (or Series 63 and 65), 2+...Work at office
$100k
An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal...Work at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in San Francisco, CA. This role involves delivering comprehensive financial planning and advice to a diverse range of clients. You will be responsible for building client relationships, providing personalized investment...
- Morgan Stanley is seeking a Client Support professional in California to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings. You will onboard clients, verify information, and coordinate with Financial Advisors...Work at office
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas Join... ...and delivering extraordinary customer service while maintaining a strong... ...S. in credit card sales and deposit growth and have the most-used digital solutions...- A customer service organization is seeking a Remote Customer Service Specialist for a fully remote position, allowing flexibility and... .... This role involves handling client calls, setting up appointments,... ...role, which offers career growth in a positive environment. #J-1...Remote job
$75k - $80k
A leading educational software company in San Francisco seeks a Business Development/Account Manager to convert organic traction into sales opportunities. Responsibilities include qualifying leads, supporting sales efforts, and assisting customer training. Ideal candidates...$35.48 - $40.36 per hour
.... We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...inbound brokerage support including service requests, money movement, new... ...Experience in brokerage operations, wealth management support, or financial‑services...Hourly payWork at officeRemote workShift workDay shift$32 - $43 per hour
First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing...Hourly pay- ...quality. The role: After incredible success in building out our tech Ops function last year, we’re now growing again. As a Customer Ops... ...that make recurring investigations faster and more self‑service for the CS team. Create and continuously improve internal documentation...Work at office
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...
$150k - $175k
...by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13.5... ...wealth planning, trust and estate, client service, legal and compliance, business...Summer work- BBR Partners is seeking a Client Service Associate in San Francisco to deliver exceptional support to clients. This role involves managing client accounts, facilitating cash management, and collaborating with teams to resolve issues efficiently. The ideal candidate will...Remote job
- Metaview is looking for a Customer Ops Associate in San Francisco to tackle technical issues and enhance customer support operations. You'll own escalated problems, diagnose issues using logs, and partner with teams to optimize our tools and processes. This role requires...Remote work
- ...technology-forward Customer Ops Associate to join our... ...a technical support specialist with 1–3 years of enterprise... ..., or customer-specific client environments. Low-... ...faster and highly self-service for frontline teams.... ...Footprint: Elite professional growth landmarks achieved by...Permanent employmentFull timeWork at officeRemote workShift work
- Opensity Solutions is looking for a Business Development Specialist in San Francisco, CA to support client development initiatives. This hybrid role involves planning, coordinating, and evaluating client-facing events and programs. The position requires excellent organizational...
$27.7 - $41.7 per hour
Baird is seeking a Client Specialist in Mill Valley, California, to enhance client service and support Financial Advisors. This role involves onboarding clients, managing communications, and providing operational support. Candidates should have 2+ years in a related role...Hourly pay- Confidential is seeking a Customer Marketing Associate to propel customers into a growth engine, partnering with Customer Success, Deployment, Sales, and Product Marketing to craft content that strengthens relationships, boosts product adoption, and showcases customer...
- ...hiring an outbound-focused professional to own top-of-funnel activities, make a high volume of calls, and drive qualified meetings for our growing AE team. This role offers a fast-paced startup environment with a clear impact on early-stage growth. #J-18808-Ljbffr Lanesurf
- Slope, a well-funded and fast-growing YC company in San Francisco, is seeking a Sales Development Representative to drive growth. The role involves identifying key prospects, engaging them with tailored outreach, and generating interest in Slope's offerings. The ideal...
- ...hitting targets and driving revenue. But beyond that, it's about joining a community that is deeply committed to your success and career growth. We believe that the future of our sales organization lies with our SDRs, which is why we place a strong emphasis on enablement and...Work experience placementWork at officeImmediate startRemote workFlexible hours3 days per week
- ...leads, and drive outbound campaigns while learning Stripe’s products to articulate value. This is a bilingual, fast-paced role requiring Spanish and English fluency, a top performance mindset, and strong communication skills in a growth environment. #J-18808-Ljbffr Stripe
- ...Enterprise Sales Development Representatives to drive business growth through personalized group meal solutions. In this dynamic role... ...diverse clientele. With a focus on flexibility and exceptional service, you will engage with businesses of all sizes, advocating for comprehensive...
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