Wealth Client Experience Specialist
Focus Partners Wealth
Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care. The role blends teamwork with independent work across CRM and back-office processes. The position offers a hybrid schedule (3 days in office, 2 remote) in New York, with a base pay range of $75,000–$90,000 and potential bonus and benefits. #J-18808-Ljbffr
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically... ...net worth clients. This individual has extensive experience in wealth management and effectively introduces...Suggested
$88.4k - $132.6k
...0.00Category: Consumer Sales, WealthCompany: CitiThe Wealth National Client Onboarding Specialist is a subject matter expert on investment procedures and... ....Strong desire to create a top-notch client experience with every client, every day.Understanding of multiple...SuggestedFull timeWork at officeImmediate startRemote work$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service... ...to Financial Advisors and Private Wealth Advisors. The successful candidates will... ...diploma, relevant licenses, and two years of experience in the financial industry. The...Suggested- ...mobilizing partners to deliver measurable client, operational, and risk outcomes. Job... ...aligned to business priorities, client experience goals, and the firm’s AI ambitions.Champion... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...Suggested
$170k - $300k
Citi is looking for a Director of Premium Customer Experience & Wealth Integration to lead a high-impact team dedicated to elevating the experience of high-value card customers and deepening the connection between Citi's US Consumer Cards and Wealth businesses. In this...SuggestedFull timeWork at officeRemote work- Latham & Watkins in New York City is seeking a Client Services Agent to join the Workplace Experience team. This role will provide reception, facilities, conference room, and travel support, using a customer interaction system to deliver high-quality, knowledgeable service...Work at office
- Product Specialist - Wealth Management SMEWealth tech product manager. Financial Services Location: The person can be located anywhere in... .... Travel: Travel will be 25% and all across US and Canada. Experience: 13 18 years of experienceProfessional with in-depth experience...Work experience placement
$85k - $160k
...Bank is a business unit of the Asset and Wealth Management Division (AWM) that provides... ...and margin financing, to high-net-worth clients of the firm’s global Wealth Management businesses... ...4+ years of product management experience building and launching successful digital...Full timeTemporary workPart time$85k - $160k
...investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations,... ...objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. The...Full timeTemporary workPart timeWork at office$60k - $75k
...insurance compensation. They’re intimidated by the process, unsure where to turn, and desperate for good advice. As part of our Client Experience team, your job is to get them on the right path. You’ll spend each day communicating on the phone with clients to understand...Work experience placementRemote work- ...One Love Animal Hospital in New York City is seeking a friendly Veterinary Client Experience Representative (CSR) to be the welcoming, organized bridge between clients and the medical team. This full-time role offers opportunities to enhance client relations, coordinate...Full time
- ...We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth and positive experience from initial inquiry...Remote workFlexible hours
- ...strong communication skills, attention to detail, and the ability to deliver exceptional client service. You will support stock management and handle inquiries efficiently, contributing to an excellent showroom experience. #J-18808-Ljbffr brobstongroup.com - Jobboard
- ...Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain...
$49.26k - $73.89k
...The Senior Customer Specialist serves as a trusted escalation resource... ...builder for the Park Avenue Wealth Management Customer Service Desk... ...supporting complex advisor, client, and internal partner... ...helps create meaningful service experiences that reinforce confidence in...Full timeH1bWork at officeVisa sponsorshipWork visaFlexible hours$70 - $150 per hour
...professionals with backgrounds in retail sales, luxury goods, client advisory, personal shopping, and other customer-facing sales environments... ...will apply practical retail and client-facing sales experience to assess materials, identify issues, and provide clear, structured...Remote jobPart timeFor contractorsFlexible hours- ...helping shape the future growth of Chase Wealth Management. Join our Business... ...initiatives that influence advisor effectiveness, client engagement, and business growth while building... ..., you will help shape the content and experiences advisors rely on, with your work...
$200k - $250k
...Instagram. Blackstone Private Wealth was built to capture the... ...on behalf of Private Wealth clients globally.The Private Wealth platform... ...Vice President, Product Specialist focused on Blackstone’s Private... ...standards.Qualifications8+ years of experience across private markets, asset...Full timeWork at officeLocal area$175k - $200k
...Instagram. Blackstone Private Wealth was established to answer the... ...to these firms and their clients and provides ongoing product... ...managers and family offices.Product Specialists in Private Wealth play an... ...to a minimum of 7+ years of experience in investment banking, asset...Full timeLocal area- Moncler is seeking a Sales Support Advisor who partners with store teams to deliver a seamless client experience from welcome to checkout. Reporting to the Store Manager/Director, the SSA embodies Moncler values and serves as a knowledgeable brand ambassador both FOH and...Seasonal work
$45k
...seeking energetic sales professionals who are passionate about developing relationships and creating positive user experiences. As a Client Experience Specialist, you will join the fastest growing part of our business, helping thousands of Americans find and speak with...Remote workHome officeMonday to FridayWeekend work$20 per hour
Barry's in New York is hiring a Seasonal Client Specialist responsible for providing exceptional customer experiences, managing front-desk and fuel bar duties, and ensuring studio cleanliness. Candidates must display strong hospitality skills, be flexible with their schedules...Hourly paySeasonal workFlexible hoursWeekend work- Latham & Watkins is seeking a Client Services Agent for the New York office, part of the Workplace Experience team. Hybrid and in-office presence required to deliver high-touch customer service, reception, and facilities support. Responsibilities include coordinating conference...Work at office
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance... ..., fiduciary standards, and an exceptional investor experience, serving clients from their first savings to #J-18808-Ljbffr...
- AnywhereWorks is hiring a Client Experience Specialist to be the voice of the brand. This role focuses on warm, empathetic customer interactions, problem solving, and efficient use of multiple systems to document outcomes. You will work primarily from a home office with...Remote jobWork from homeHome office
$19.2 per hour
A leading fitness company in New York is seeking Client Specialists who excel in hospitality and cleanliness. Responsibilities include enhancing client experiences, managing the Fuel Bar, and maintaining a sanitary studio environment. Candidates should be friendly, outgoing...Hourly pay- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in New York. You will deliver comprehensive financial planning... ...while leveraging digital tools to enhance the client experience. Responsibilities include growing a book of business, providing...
$20 - $27 per hour
One Legal, a division of InfoTrack, offers a fully remote Client Experience Specialist role based on Pacific Time, with hours Monday-Friday, 9:00am-6:00pm PT. The role focuses on educating, empowering, and advocating for clients while maintaining empathy and composure...Remote jobHourly payMonday to Friday- Titan in New York seeks a Client Services Associate to manage client communication and facilitate asset transfers. You will guide clients... ...approach and work closely with advisors to ensure a seamless experience. The ideal candidate should have experience in financial...
- JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing ones by holistically addressing clients' needs. You will collaborate with Wealth Management colleagues to provide...
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