Wealth Management Client Services Associate
Citi Group
Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies analytical thinking and data analysis tools, and communicates clearly to exchange potentially complex information, with moderate but direct impact on core activities. #J-18808-Ljbffr Citigroup Inc.
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....SuggestedFull time$43.8k - $65.5k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...SuggestedWork at officeImmediate startFlexible hours$35.36k - $61.2k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT: •...SuggestedHourly payTemporary workWork at officeLocal area$58k - $115k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...SuggestedTemporary workWork at officeLocal area$100k - $120k
...financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while... ...dealers. Position Overview We are seeking a Client Services Associate to join our Vantage Client Services team. In this...SuggestedWork at officeRemote work- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Stamford, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
About the Role Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This position is responsible for providing client service support to one or more Financial Advisors (FAs). You will act as the primary...Hourly paySeasonal workShift workDay shift- ...Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and... ...meeting packets and performance reports. Manage advisor calendars and coordinate... ...Knowledge & Skills Experience in wealth management, brokerage, banking, or financial...Permanent employmentFull timeLive in
- ...Description Job Summary We are seeking a Client Success Associate to join our luxury real estate media... ...ensure they have a great customer service experience with our company. The ideal... ...and provide solutions Schedule and manage field technicians (photographers)...
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT Job Information Job Identification: 210669452 Job Category: Advisors Business... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full time- ...procedures, while providing excellent customer service. Contribute to the overall sales and... ...overall business targets. The Service Associate is a key banking position that makes up... ...identifying, resolving, and processing client servicing and transaction requests....Bank staffLocal areaFlexible hoursNight shift
$100k - $150k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... ...requirements. Investment Management Assist the Senior Client... ...and families of substantial wealth. Its more than 1,300 employees...Temporary workWork at officeRemote work$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 1...Work experience placementLocal area$100k - $150k
...to delivering real value to our clients. Our mission is to provide exceptional service while fostering long-term relationships... ...and family office clients, while managing a team and contributing to the... ...strategy for family office and wealth management clients. Engage with and...Full timeWork at officeLocal areaFlexible hours3 days per week- ...employment and complex civil litigation matters. Manage high-impact cases for employers,... ...About Us We are a well-established, full-service law firm dedicated to delivering exceptional... ...practice areas to provide outstanding client service while fostering a culture of mentorship...Work at officeRemote work
$55k - $90k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- ...make each visit the best hour of our client's month. Our Spa Associates play a crucial role in achieving... ...our Spa Associates ensure that each service is memorable and exceptional. Their... ...opportunities for lead spa associate and management roles. Family Focused- Strike the...Flexible hoursShift work
$200k - $221k
...real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...your leadership experience as a Senior Facilities Manager on a technology client account. Location: Yorktown Heights...Daily paidFor contractorsLocal area$90k - $95k
...Food Service Director Job Reference Number: 40862 Employment... ...of food service workers and manage all aspects of a high end, premiere... ...Manage and lead a team of associates, including hiring and... ...environment with a strong focus on client and customer services and...Hourly payFull timeWork at office$25 - $38.46 per hour
...York Job Summary The Client Relationship Associate (CRA) supports the KPB... ...outreach and providing top-tier service. The CRA identifies and... ...sales presentations, annual wealth reviews, and other... ...the Customer Relationship Management System (Salesforce) and the...Hourly payWork experience placementWork at officeFlexible hours- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...with a consistent focus on relationship management, not portfolio management Demonstrate a...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...resorts around the world. Our Private Wealth Management Summit, along with our proprietary digital... ...to develop new accounts and manage client relationships. A successful candidate will... ...of our exceptional products and services. Qualifications ~ Sales experience...Private practiceWork at office
- ...Client Relationship Management: Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs. Conduct annual reviews of insurance programs to ensure clients are fully protected an Account Executive...
$28 - $29 per hour
...8-$29 per hour About the Opportunity Our client is seeking a highly organized and customer... ..., administrative functions, and client service needs. This role is ideal for someone who... ...thrives in a fast-paced environment, enjoys managing multiple priorities, and takes pride in...Hourly payFull timeContract workFor contractorsFor subcontractorWork at officeMonday to Friday$100k - $135k
...We are seeking an experienced Tax Manager to join our Private Client Services practice. This role focuses on providing tax compliance, planning, and consulting... ...strategies related to income, estate, gift, and wealth transfer taxes. Serve as a primary point of contact...Full timePrivate practiceLocal areaFlexible hours3 days per week$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers... ..., benefits, cybersecurity, mortgage services – and more. In the last twelve years,... ...marketing and claims resources appropriately. Manage the renewal process to ensure maximum...Work at officeImmediate startFlexible hours$85k - $140k
...Product Management – Digital Client Experience - Assistant Vice President Wealth Management Platforms Purchase, NY We are seeking a talented and motivated individual... ...purposes. Financial Advisor and Customer Service features to support customer inquiries,...Full timeTemporary workWork at officeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
- health services administrator Rye, NY
- service advisors Rye, NY
- toyota service advisor Rye, NY
- guest services associate Rye, NY
- car service advisor Rye, NY
- honda service advisor Rye, NY
- environmental service aide Rye, NY
- court services officer Rye, NY
- food service officer Rye, NY
- member services specialist Rye, NY


