Wealth Client Services Specialist
$68.3k - $79.8kMorgan Stanley
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions and account management. Preferred candidates will have a high school diploma, relevant licenses, and two years of experience in the financial industry. The compensation for this role ranges from $68,300 to $79,800 per year, in addition to a full benefits package. #J-18808-Ljbffr Morgan Stanley
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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...SuggestedWork at office$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$70k - $90k
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About Savvy Wealth Wealth management is a $545 billion industry that still runs on manual... ...in-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...management team, and a dedicated client services team that runs day-to-day operations and...Work experience placementWork at office- Oliver James Associates Ltd. seeks a Client Services Associate for Private Markets to support launches, onboarding, and ongoing servicing of alternative investment products through global wealth channels. You will coordinate with wealth platforms, fund administrators, transfer...
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...Client Success Specialist – GreenPath, Inc. | Remote (US) Job Summary GreenPath, Inc. is seeking a Client Success Specialist (CSS) to support clients... ...offers $16.50–$18.38/hour and requires strong customer service skills, empathy, and professionalism in a structured call...Hourly payFull timeRemote workMonday to FridayNight shiftAfternoon shift- A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience...
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- ...Loro Piana is seeking a Client Services Specialist in New York to uphold brand standards and deliver elevated service to clients. You will support the selling team, assist guests, and ensure accurate transactions in a luxury environment. Responsibilities include cash...
$25k
...humans. With our technological savvy and fan-first attitude we’re simplifying and modernizing the ticketing industry. The Client Services Specialist plays a critical role in delivering exceptional service and operational support to SeatGeek Enterprise clients throughout...Temporary workWork at officeLocal areaRemote workWork from homeRelocationHome officeFlexible hours- ...Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and... .... Responsibilities Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work...Hourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift work
- ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial... ...involves understanding client goals, recommending tailored services, and ensuring client satisfaction through ongoing support....Remote work
- ...Opensity Solutions is seeking a FAST Service Specialist to provide administrative support across mail, copy, reception, hospitality, and facilities at client sites within the US Northeast. The role requires a professional approach, strong customer service skills, and...Shift work
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...Responsibilities: Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. Manage and execute client transactions... ...opportunities for referral to banker or product specialist. Perform responsibilities through proficient use Citi...Full timeWork at office
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