Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Service Specialist

Bank of America

Bank of America is seeking a Client Service Associate for Merrill Wealth Management based in McKinney, Texas. In this role, you'll provide front-line support to Financial Advisors, ensuring client satisfaction and operational efficiency. You'll be responsible for delivering excellent service, managing client relationships, and promoting banking solutions. The ideal candidate will have FINRA certifications, strong communication skills, and the ability to work in a fast-paced environment while adapting to new technology. This position operates on a first shift schedule, with a focus on both remote and on-site work. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Specialist in Mckinney, TX vacancy
  •  ...advisory firm based in Dallas is seeking a Client Services Specialist (CSS) with at least 2 years of client...  .... The role focuses on supporting Wealth Advisors by handling account...  ...providing exceptional customer service, and managing onboarding processes. Ideal candidates... 
    Suggested
    Full time

    Quotient Wealth Partners

    Plano, TX
    4 days ago
  •  ...Quotient Wealth Partners Quotient Wealth Partners is an independent...  ...providing comprehensive wealth management services with a strong commitment to excellence and a client‑centric approach. As fiduciary...  ...experienced Client Services Specialist (CSS) to join our growing team... 
    Suggested
    Work experience placement
    Work at office

    Quotient Wealth Partners

    Plano, TX
    3 days ago
  • $63k - $70k

     ...Client Service Specialist Location: McKinney, TX | Full-Time Calander Wealth, a growing and high-performing advisory practice, is seeking an experienced Client Service...  ...and follow-through Account Management & Operations Process account opening,... 
    Suggested
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours

    Ameriprise Financial

    Mckinney, TX
    4 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our...  ...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... 
    Suggested

    Chase

    Plano, TX
    1 day ago
  •  ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth...  ...extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of... 
    Suggested

    JPMorgan Chase

    Plano, TX
    4 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Mckinney, TX
    more than 2 months ago
  • $18 per hour

     ...New Client Intake Specialist - Bilingual (Spanish) - Mental Health Location: McKinney, TX (On-site only) Compensation: $18/hour base...  ...specializing in psychological, therapeutic, and nutrition services. With over 30 locations and continued expansion across state... 
    Full time
    Worldwide
    Monday to Friday

    Next STEPS Worldwide

    Mckinney, TX
    23 hours ago
  •  ...Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics...  ...of age at the time of hire A day in the life: Manage appointment check-ins, book new appointments and partner with... 
    Full time
    Flexible hours

    CityVet

    Plano, TX
    3 days ago
  •  ...Client Service Specialist III Bring your customer-first mindset to a fast-paced team where your work directly improves how clients manage their commercial card programs. Job summary (up to 5 sentences) As a Client Service Specialist III in the Commercial Card Call... 

    Chase

    Plano, TX
    4 days ago
  •  ...Client Relationship Specialist III Plano, TX, US, 75023 Req ID: 78120 Location:...  ...and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...  ...Cavanal Hill Investment Management, Inc. BOKF, NA operates...  ...into TouchPoint Sales and Service. You'll manage exception... 
    Work at office
    Local area

    BOK Financial

    Plano, TX
    1 day ago
  •  ...organized prep areas, and create attractive displays that delight our customers. You’ll also assist with inventory management, restocking, and customer service. This role is active and fast‑paced, ideal for someone who enjoys working with food, has a positive attitude,... 
    Weekly pay
    Local area

    Randalls

    Mckinney, TX
    23 hours ago
  • $60k - $114k

     ...Husch Blackwell LLP is a full-service litigation and business law...  ...across the United States, serving clients with domestic and...  ...to our Senior Client Account Specialist position. This position may be...  ...Prepare final demand letters for management’s signature to send to clients... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    Husch Blackwell

    Plano, TX
    14 days ago
  •  ...We’re seeking a Customer Service Associate to join our team and deliver a great shopping...  ...customers with questions and recommendations Manage sales transactions while working assigned...  ...of rewards to support your health, wealth, and mental well-being. In addition to medical... 
    Contract work
    Part time
    Local area

    Dormont Manufacturing Company

    Mckinney, TX
    12 hours ago
  •  ...Treasury Management Client Support Specialist II This position is responsible for providing high-quality Treasury Management (TM) service and operational support to business customers by performing accurate product setups and maintenance, delivering customer training... 
    Work at office
    Remote work

    First United Bank

    Plano, TX
    4 days ago
  • The Application Management Services Lead will be responsible for overseeing the application support and management team. This person is the...  ...customer satisfaction. Identify opportunities to expand client use of the ServiceNow platform and its capabilities. Lead... 
    Remote work
    Work from home

    Evora It Solutions Inc.

    Plano, TX
    14 days ago
  •  ...Senior Commercial Client Administrator The Senior Commercial Client Administrator...  ...operational support to Relationship Managers and direct client service to business clients. This role...  ...management, merchant services, and wealth management, and assist with internal... 
    Work at office
    Local area

    Hancock Whitney

    Plano, TX
    4 days ago
  • $18 per hour

     ...a leading insurance agency dedicated to providing exceptional service to our customers. We are currently seeking a dynamic individual...  ...the phone, directing them to the appropriate team members. Manage appointment scheduling and office communications. Assist in... 
    Hourly pay
    For contractors
    Work at office

    Christie Rhyne - State Farm Agent

    Mckinney, TX
    3 days ago
  • $47.84k - $54.08k

     ...Client Relationship Specialist Plano, Texas | Full-Time | In-Office Position Have you ever worked for...  ...finance, lending, collections, mortgage servicing, credit unions, or other financial...  ...who excel at building relationships, managing accounts, and providing exceptional... 
    Full time
    Work at office
    Monday to Friday

    Hide-and-Seek-Recover

    Plano, TX
    2 days ago
  • $20 - $23 per hour

     ...Client Services Specialist Are you a relationship builder with a passion for senior care? Senior Helpers of Legacy Trail is looking for a driven...  ...organizations both private, public, and non-profit Develop and manage lead generation activities in alignment with established... 
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Senior Helpers

    Frisco, TX
    12 hours ago
  •  ...Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout... 
    Remote work

    Travel With Lani

    Mckinney, TX
    23 hours ago
  • $122.1k - $139.4k

     ...Treasury Management Sales Officer (TMSO) The Treasury Management...  ...relationships with existing clients. They focus on building and...  ...enrollment and adoption of services by clients, and building successful...  ...39,400 for Treas Mgmt Sales Specialist 2 (CIP)McLean, VA: $134,400... 
    Full time
    Part time
    Local area

    Capital One

    Plano, TX
    2 days ago
  •  ...offering patient assistance and support Call clients and customers to inform them about the company’s new products, services and policies Guide callers through...  ...and inform them about the company’s customer management policies Receives inbound client calls for service... 
    Temporary work
    Work at office
    Local area
    Flexible hours

    Ewing-Subaru-of-Plan

    Plano, TX
    12 hours ago
  •  ...Client Service Account Manager Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients.... 
    Flexible hours

    Chase

    Plano, TX
    1 day ago
  •  ...Listing/Sales Coordinator This position manages property listings and changes in the system and performs a variety of administrative...  ...and written communication skills with an excellent customer-service focus. Effective analytical and problem-solving skills Ability... 
    Work at office
    Flexible hours

    Ebby Halliday Companies

    Mckinney, TX
    5 days ago
  •  ...create a positive impression. Your role also involves the management of donations, including tracking and processing new...  ...and understanding Maintain a deep understanding of our client's products or services to provide accurate information to customers Adhere to... 
    Local area
    Immediate start

    Elite Generations

    Mckinney, TX
    3 days ago
  •  ...Route Service Representative (4 Day Workweek) Location: McKinney, TX, US, 75069 Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell... 
    Local area
    Weekend work

    Cintas

    Mckinney, TX
    3 days ago
  •  ...post-closing requests, partnering with clients and internal stakeholders to drive timely...  ...across internal partners (Sales/Client Manager, Credit/Underwriting, KYC, Party Central...  ...leader across banking, markets, securities services and payments. Corporations, governments... 
    Work at office

    Chase

    Plano, TX
    6 days ago
  •  ...Spanish / French   Customer Service Inbound, Billing & Customer Support...  ...people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co....  ...€œclient call flow” - Quick-thinking management of client needs - Assertiveness to promote... 
    Remote work
    Work from home
    Long distance

    Stride 2 Hire Staffing Agency

    Plano, TX
    29 days ago
  •  ...Educate homeowners on pest risks and HomeTeams 100% guaranteed services * Present solutions including: * * General pest control *...  ...training and ongoing development * Clear path into leadership and management roles * Supportive, team-oriented culture What Success Looks Like... 

    HomeTeam Pest Defense

    Mckinney, TX
    4 days ago
  •  ...of our swim school, providing exceptional service, supporting lead conversion and retention...  ...) Paid time off (30+ hours per week) Wealth Benefits (30+ hours per week)...  ...dropped students, and parent outreach. Manage in-school customer requests, including schedule... 
    Daily paid
    Immediate start
    Flexible hours
    Weekend work
    Weekday work

    School of Rock

    Mckinney, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Service Specialist. Be the first to apply!