Wealth Client Experience Specialist
$52k - $85kBNY
BNY is seeking a Specialist, Client Service Management to join their Wealth Management team in Boston, MA. This role involves providing quality support to clients, maintaining strong client relations, and resolving inquiries regarding products and services. The ideal candidate has a Bachelor’s degree and 0-2 years of related experience. BNY offers a competitive compensation package, with a base salary expected to be between $52,000 and $85,000 per year, and various benefits including generous paid leave. #J-18808-Ljbffr BNY
- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong... ...excellent communication abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This...SuggestedWork at office
$36.4 - $41.85 per hour
A prominent financial services firm is looking for a Wealth Client Specialist in Boston, MA. This role involves supporting Wealth Consultants... ...Bachelor's Degree or a High School Diploma alongside relevant experience. This position offers competitive pay ranging from $36.40...SuggestedHourly pay$36.4 - $41.85 per hour
Overview The Wealth Client Specialist (WCS) role supports Wealth Consultants and Private Bankers within the Wealth Division. The position has... ...offerings. Qualifications Bachelor's Degree and 0 years of experience in Wealth Support, Banking, Sales, or Customer Service, or...SuggestedHourly payWork at office- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide... ...client relationship management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with...SuggestedWork at office
$58k - $115k
Morgan-Stanley in Boston is seeking a Wealth Management Associate to deliver exceptional client service and support Financial Advisors. The ideal candidate will... ...include a four-year degree, 5+ years of experience, and relevant financial services licenses. The role...Suggested$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve... ...strong client relations. A Bachelor's degree and 0-2 years of experience are preferred. Candidates should possess excellent...$33.8k - $63.05k
PNC is seeking a Client Experience Associate in Boston, MA to enhance customer loyalty and provide exceptional financial services. This role entails engaging with customers, processing transactions, and identifying banking opportunities to meet their needs. No formal degree...- A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service... ..., strong organizational skills, and four years of industry experience. This role offers professional development opportunities and is...
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves... ...financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience, and necessary licenses are required at hiring....$16 - $20 per hour
Talbots in Boston is hiring for a part-time position focused on creating exceptional customer experiences and fostering relationships. The ideal candidate has excellent communication skills, a strong sales ambition, and is comfortable in a team environment. Responsibilities...Hourly payPart timeAfternoon shift$65k - $75k
Magellan Jets in Quincy, MA seeks a Client Experience Consultant to enhance customer interactions and ensure high standards of service. Responsibilities include managing daily client needs, arranging special requests, and communicating effectively with clients. Candidates...Full timeWork at officeRemote work- ...retailer located in Boston seeks a retail associate who will assist stylists, build client confidence, and resolve customer service issues. Candidates should have 2-4 years of retail experience, preferably in luxury or high-end environments. Strong interpersonal and...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...wealth. You provide an exceptional investor experience by offering advised solutions and Chase...
$85k - $100k
Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial... ...Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market Job Identification: 210677657 Job Category: Advisors Business... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner...Full time- ...agency in Boston, is looking for a Customer Service Specialist. You will be the first point of contact for client inquiries, managing concerns and coordinating... ...candidate has at least 1 year of customer service experience and excellent communication skills. We value problem...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
$90k - $157.5k
...operationalize AI-driven solutions across the wealth management lifecycle. You will explore... ..., or related field * Hands-on experience with Python-based ML/LLM stacks (e.g., LangGraph... ...and profitability. We keep our clients at the heart of everything we do, and smart...Temporary workFlexible hours- -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training...Remote jobFull time
$60 per hour
...YOH SPG LinkedIn profile: Data Analyst – U.S. Wealth Sales Enablement (Boston or Chicago)// prior experience focused on enabling sales teams with data-driven... ...influence sales stakeholders Overview Our client is expanding its U.S. Wealth business and is seeking...Full timeFlexible hours3 days per week- ...We’re seeking a Private Client Relationship Advisor on behalf of our client, a leading... ...at the intersection of client service, wealth management operations, and fiduciary expertise... ...to deliver a seamless, high-touch experience for complex, multi-generational families...Work experience placementWork at officeShift work
$120k - $165k
...a Senior Advisor in Boston to provide high-touch service to high-net-worth clients including individuals and family offices. The ideal candidate will have over 10 years of experience in wealth management, strong communication and organizational skills, and the ability...$85k - $100k
A leading financial services firm is seeking a Wealth Client Management Consultant in Boston. This role involves building and maintaining... ...Advisors. Candidates should have a minimum of 5 years of experience in a client service role within the financial sector, with strong...- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This... ...exceptional client service in wealth management and fiduciary matters. The ideal... ...'s degree and over 10 years of relevant experience, with deep knowledge of complex trusts....
- ...in English. Candidates must be 18 or older, have a valid driver's license, and be able to perform tasks for extended periods. This entry-level position offers a fantastic opportunity to gain experience in a dynamic environment. #J-18808-Ljbffr VPNE Parking Solutions LLC
- A forward-thinking software company in Boston seeks a Product Experience Specialist to deliver exceptional user support and gather product insights. The ideal candidate should have a user-first mindset, excellent communication skills, and problem-solving abilities. Responsibilities...Part time
$110k - $188.75k
...modern web and mobile applications that power next-generation wealth management experiences. You will work with engineers and use cases across the... ...challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged...Temporary workFlexible hours- ...designed to improve patient outcomes and experiences spanning hospital to home. We remain... ...actively seeking a Customer Experience Specialist to join our team. This is a fully remote... ...business and supplier decision-makers at the client level. Oversee product training, data...Work experience placementWork at officeLocal areaRemote work
- West Shore in Boston, MA is looking for a Customer Service Specialist to support all customer service functions and deliver a 5-star experience. The role involves high-volume calls, diagnosing product problems, and scheduling service visits. Applicants should be authorized...
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