Wealth Management Administrator: Client Services Expert
Eden Rose
Eden Rose in the United Kingdom is seeking an IFA Administrator to join a growing wealth management business. You will support Advisors, Paraplanners and clients, handling diaries, client servicing and ongoing administration across pensions, investments and protection. The role emphasizes strong organisation, clear communication and collaborative teamwork to deliver a professional client experience throughout the advice process. Experience with XPLAN is advantageous. #J-18808-Ljbffr Eden Rose
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Administrator: Client Services Expert in New York, NY vacancy
$90k - $110k
...You’ll Work With:Bernstein Senior Administrative Associates are client service professionals and trusted business... ...work closely with Senior Executives, Wealth Advisors, and cross‑functional... ...priorities across the Private Wealth Management Platform. This role partners...SuggestedFull timeWork at officeFlexible hours- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists...Suggested
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment... ...provides retirement products and services, brokerage and banking services... ..., mortgages and deposits.As a Trust Administrator within the Global Trusts & Estates Practice...Suggested
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning...SuggestedPermanent employmentWork at officeLocal area$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...SuggestedFull timeH1b- Fairygodboss is seeking a Private Client Banker to serve affluent clients in New York. You will manage complete banking relationships, ensuring clients receive tailored services and advice. Success in this role requires effective relationship-building and compliance with...
- Temporary Client Advisor, Operations Expert - Saks New York Created in Spain in 1846, LOEWE approaches 180... ...The role combines client engagement, service, and results-driven performance with... ..., consolidations, and cycle counts. Manage negative on-hand inventory and loan...Hourly payTemporary workWork at office
$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our... ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through... ...and/or other duties directed by local management Administrative Support: Answering inbound...Temporary workWork at officeLocal areaMorgan Stanley
New York, NY2 days ago$68.3k - $79.8k
...Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service... ...support to Financial Advisors and Private Wealth Advisors. The successful candidates... ...needs including transactions and account management. Preferred candidates will have a high...Morgan Stanley
New York, NY1 day ago$88.4k - $132.6k
...00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ..., counsel and/or facilitating services to others in area of... ...Small Business Partners, Relationship Manager, etc.)Organize client events to enhance...Full timeWork at office- ...Specialist in New York. The role emphasizes delivering exceptional client service, mastering high jewelry, and guiding clients through selling ceremonies in a boutique setting. You'll build relationships, manage client data via CRM, and support events with corporate teams....Flexible hoursWeekend workAfternoon shift
$70k - $110k
...Assistant to join their investment management firm in Midtown, Manhattan.... ...position requires strong client service skills and a proactive... ...client engagement and account administration. The ideal candidate will have experience supporting wealth management teams, be proficient...Work at office- Citi in New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes client-facing interaction, risk awareness, and adherence to regulatory and Citi policies. The candidate should possess...
$35.36k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls...Temporary workWork at officeLocal area- H. T. PROF Group is seeking a Client Service Associate for wealth management in Wexford, PA. The role supports Advisors with daily administration, client documentation, and account processing, with exposure to financial planning software and CRM systems. The ideal candidate...
- ...Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and... ...concentrated wealth management to help clients navigate the complexities of... ...Network. Role Description The Client Service Associate, Private Wealth Management...Full timeWork at office
$80k
...Contingency) Job #49707 Salary: $80,000 Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate... ...supports client relationship management, account administration, money movement, reporting, and investment...Permanent employmentWork at officeMonday to Friday$65k - $90k
...About the Opportunity Our client is seeking an Administrative Assistant & Office Manager to play a vital role in maintaining... ...administrative support to a high-performing wealth management team in a hybrid work... ...delivering exceptional client service. The organization offers a...Temporary workWork at officeHome officeFlexible hours2 days per weekUpward
New York, NY1 day ago$170k - $190k
...Information Job Title Expert Consultant, Technology Insights... ...few years, we supported our clients on some of the most visible technology... ...software, and tech enabled services (IT services, e-Commerce,... ...in an inclusive fashion.Management potentialDemonstrated potential...Permanent employmentFull timeWork at officeLocal areaWorldwideHome office3 days per week- Ares Wealth Management Solutions (AWMS) is seeking an experienced Client Services professional to support investor servicing and transfer agency operations within AWMS. You will assist in onboarding, manage complex workflows, and ensure compliant handling of partner and...Home office
- ...enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong... ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...operational marketing, and administrative support to our Private...
$25.93 - $41.43 per hour
PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR WHAT IS THE OPPORTUNITY? Coordinates client and operational support to a Portfolio Management Team... ...primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client Relationship...Hourly payRemote work- ...About Zoe Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through... ...innovative technology and exceptional client service. Zoe has raised a total of $45M in... ...Breakthrough Award for Best Wealth Management Product. As a New York-based...Full timeContract workWork at office
Zoe Financial
New York, NYmore than 2 months ago - The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing... ...extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of...
$122k - $146.5k
General Information Job Title Expert Consultant, Marketing (FRWD) - B2B Expert Job... ...of expert practitioners who partner with clients (and their agencies) to drive meaningful... ...marketing (e.g., agentic search)Client services experience (from consulting, agency, or other...Permanent employmentFull timeLocal area$85k - $110k
...execution of signature skincare service training programs while... ...-store coaching, and elevated client experiences. The position partners... ...Brand Expertise Demonstrate expert knowledge of Dior’s skincare philosophy... ...detail, with the ability to manage multiple projects, trainings,...Full timeWork at office- ...providing electronic trading solutions. Our clients are investment banks, stock exchanges,... ...hedge funds. smartTrade enables the management of financial workflows in real-time... ...company. Job Description As a Client Services Expert, you will work closely with the Client...
$85k - $140k
Product Management - Digital Client Experience - Assistant Vice PresidentWealth Management PlatformsPurchase... ...to join the Morgan Stanley Wealth Management Platforms team. Our team defines... ....Financial Advisor and Customer Service features to support customer inquiries...Temporary workWork at officeWorldwide$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...Work at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and tailored investment... ...manage investments, while upholding a culture of integrity and client-first service. #J-18808-Ljbffr JPMorganChase
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Administrator: Client Services Expert. Be the first to apply!
Related searches
- assistant director parks and recreation New York, NY
- assistant program manager New York, NY
- assistant director government New York, NY
- assistant dietary manager New York, NY
- assistant outlets manager New York, NY
- assistant building manager New York, NY
- operations assistant manager New York, NY
- office manager assistant New York, NY
- medical assistant manager New York, NY
- assistant director student services New York, NY