Senior Private Wealth Client Services Lead
Citizens Bank
A financial services firm in New York is seeking a Client Service Manager with over 5 years of relevant experience in the financial industry. The role involves leading a Client Service Team to ensure exceptional client experiences, collaborating with Wealth Managers, and addressing enterprise risks. Candidates must possess a BS/BA degree in Business or Finance, relevant licenses, and strong communication skills. Competitive salary plus bonuses offered, along with comprehensive benefits. Apply now to join a dynamic team. #J-18808-Ljbffr Citizens Bank
- A global professional services firm in New York is seeking a Senior Manager in Private Client Services. The role involves overseeing engagement teams for affluent clients, including family offices and trusts, with responsibilities in business development, client communication...SeniorPrivate client
$110k - $135k
A financial services company based in New York seeks a Client Service Manager with at least five years of experience in the financial industry. Responsibilities include managing a team for exceptional client experiences, coordinating meetings, and enhancing operational...Private clientFlexible hours- Neuberger Berman in New York is seeking a Senior Client Associate to provide operational support for a high-net-worth client base, delivering comprehensive services related to private market strategies. This position requires exceptional communication and organizational...SeniorWork at office
- ...financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client... ...least eight years of experience in financial services, strong communication skills, and relevant...SeniorPrivate client
- Citizens is seeking a Wealth Manager Client Service Associate (CSA) in New York, NY. The CSA will provide essential support to Wealth Managers by onboarding and servicing new and existing clients. This includes building strong relationships with high net worth clients and...Private client
$250k
...About Citi Citi, the leading global bank, has... ...partner to our clients by responsibly providing financial services that enable growth... ...About Citi Wealth Citi Wealth is... ...the Citigold, Citi Private Client, International... ...brands . The Senior Wealth Management...SeniorPrivate clientFull time- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate client
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorPrivate clientFull time- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorPrivate clientFull time
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate for Private Wealth Digital Platforms & Client Experience. The role involves enhancing the online client experience, collaborating with tech teams, and leading client communication initiatives. Ideal...SeniorPrivate client- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in... ...The Private Banker will manage client relationships, generate new...SeniorPrivate client
$90k - $110k
A leading financial services firm in New York is seeking a Senior Associate to enhance digital client experiences for its Private Wealth clients. This role involves improving online access platforms, supporting private wealth teams, and driving advancements in client reporting...SeniorPrivate client- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...SeniorPrivate client
- ...York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility. The ideal candidate will...SeniorPrivate client
- Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day‑to‑day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Private clientLocal areaMonday to Friday
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorPrivate clientFull timeWork at office$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...SeniorPrivate client- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This...SeniorPrivate clientFull time
- ...underwriting new and existing clients in partnership with a private bank credit team. Key... ...Job expectations include leading the process, ensuring timely... ...credit requirements. The Senior Credit Underwriter is aligned... ...with strategic wealth clients, driving funded loan...SeniorPrivate clientBank staff
$90k - $110k
...Senior Administrative Associate Bernstein Senior... ...Administrative Associates are client service professionals and... ...Senior Executives, Wealth Advisors, and cross-functional... ...priorities across the Private Wealth Management... ...on action items. Lead and support cross-...SeniorPrivate clientWork at officeWorldwideFlexible hours$24.9 - $37.5 per hour
...Northeast Regional Support Services Assistant & Event Coordinator... ...Strategies is the 9th largest privately held U.S. brokerage firm offering... ...casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30...SeniorPrivate clientHourly payWork at office- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence...Private client
$80k - $110k
A leading financial services firm in New York seeks a motivated individual for a client service role in private wealth management. Responsibilities include establishing accounts, handling client inquiries, and executing equity trades. Candidates should hold a Bachelor'...Private client- ...Senior Client Service Associate If you are a collaborative team member, solutions... ...Associate within the Latin America Private Bank at JP Morgan you will play... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private...SeniorPrivate clientWork at office
$70k
Citi Global Wealth brings together the full... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...Wealth at Work. The Senior Wealth Advisor will... ...to Wealth’s leading investment solutions... ...successful sales and service role in the financial...SeniorPrivate clientFull timeWork at office$210k - $280k
...at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the strategy and execution of targeted... ..., and enhancing advisor and client experience across the full... ...years of experience in financial services or asset management marketing, with...SeniorPrivate client$80k - $86k
Private Wealth Associate page is loaded## Private Wealth Associatelocations... ...ultra-high-net-worth clients. As an industry leader... ...Associates are client service professionals who... ...and network with senior professionals... ...Posted 12 Days AgoWe are a leading global investment...Private clientTemporary workFlexible hours$220k - $415k
...develop, manage, and retain client relationships in the... ...the market, industry, and Wealth Management's capabilities (products and services). You will be actively... ...aimed at growing current Private Banking relationships as... ...the Bank. How You’ll Lead Review client holdings...SeniorPrivate clientWork at office- ...Job Description Job Description Tax Senior- Private Client Services New York, NY or Boca Raton, FL RESPONSIBILITIES: Work directly... ...and compliance, preferably within a private client or wealth management environment. ~ Strong understanding of individual...SeniorPrivate client
- A leading accounting and advisory firm seeks an experienced Tax Partner for its Private Client Services in New York. The role involves overseeing tax compliance, engaging with clients, and mentoring staff. Ideal candidates will have over 15 years of progressive tax experience...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Client Services Lead. Be the first to apply!
- food service coordinator New York, NY
- service lead New York, NY
- IT service desk coordinator New York, NY
- tenant services coordinator New York, NY
- early intervention service coordinator New York, NY
- family service coordinator New York, NY
- medical staff services coordinator New York, NY
- service team leader New York, NY
- service coordinator New York, NY
- member services coordinator New York, NY



