Wealth Client Services Specialist II
Corient Services LLC
Corient Services LLC is seeking a detail-oriented client services professional to act as a central contact for client requests, coordinating between clients, advisors, and support teams. You will manage daily communications, data input, and portfolio reporting to ensure accurate and timely service. The role requires 1–3 years of experience, a Bachelor’s degree or equivalent, and proficiency with Salesforce, DocuSign, and Microsoft Office. On-site presence is required in New Jersey. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist II in Convent Station, NJ vacancy
- Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and maintain accurate profile data...Suggested
$60k - $85k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- Bank of America’s Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This entry role guides you toward becoming a Financial Advisor, starting with Securities Industry license prep (SIE, Series...SuggestedTraineeship
- ...Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Clinical Service Specialist Out of the Box Physical Therapy | Cedar Knolls, NJ Are you the type of person who can strike up a conversation with anyone?...SuggestedFull timePart timeWork at officeFlexible hours
Out Of The Box Physical Therapy
Cedar Knolls, NJ5 days ago - ...Job Description Job Description CABVI at the Picatinny Arsenal BSC is seeking a Customer Service and Retail Sales Associate II for our Picatinny Arsenal location in Wharton, NJ. to assist in the day-to-day operations of the Base Supply Center (BSC) store. **NO NIGHTS...SuggestedLocal area
CABVI
Wharton, NJ26 days ago - Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
Dollar Tree
Morris Plains, NJ3 days ago - ...Sales Rep II Maintain the budgeted volume of Sales and Revenue for this territory, promoting good customer relationships, accurately reflecting company attitudes and policies to our current customers and potential customers. Oversee the customer activities within...Temporary workFlexible hours
$18 - $20 per hour
...schedules, casual dress-code, and a fun, wellness-focused work environment. Responsibilities include greeting clients and assisting them with Restore's wellness services, helping clients over the phone, onboarding new clients, conducting tours and selling service packages...Hourly payCasual workFlexible hoursWeekend work- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...
- ...Description Job Description Description: Job Description: Client Relationship Specialist (Full-Time) Position Overview: We are seeking a... ...by providing a wide range of administrative and client service tasks as part of an expanding centralized client service...Full timeContract workWork at office
OnePoint BFG Wealth Partners
Parsippany, NJa month ago - ...an integral role in delivering a high-quality customer experience. Responsibilities Greeting clients and assisting them with Restore’s wellness services Helping clients over the phone, returning important voicemails, and facilitating the booking, scheduling...Casual workFlexible hoursWeekend work
Restore Hyper Wellness - RHWM034
Morristown, NJ9 days ago - Peapack Private Bank & Trust is seeking a Retail Private Banker in Summit, NJ to deliver exceptional service to existing and prospective clients. You will manage the full client experience, identify cross-sell opportunities, and coordinate with partner lines to fulfill...
$16.92 - $21.15 per hour
...Established in 1947, we are known for modern classic style that's both timeless and timely, fine quality craftsmanship and gracious service. At Talbots relationships are the key to our business, we hire individuals who bring new ideas to the table, understand smart risk...Hourly payFull timePart timeFlexible hoursAfternoon shift- ...serving foods and beverages in one or more of a variety of food service environments. Prepares salad items, hot foods, and/or cold foods... ...Regional Trauma Center by the American College of Surgeons and a Level II by the State of NJ. Team Member Benefits Atlantic Health offers...Hourly payFull timeTemporary workPart timeFor contractorsFor subcontractorFlexible hours
$18 - $22 per hour
...Part-Time Client Service Representative VCA Madison Animal Hospital Madison, NJ Weekend Availability Required Starting Pay: $18$22/hour VCA Madison Animal Hospital is looking for a friendly, dependable, and motivated Part-Time Client Service Representative (CSR)...Part timeWork at officeFlexible hoursWeekend workAfternoon shift$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services...- ...Customer Relationship Specialist Vaccines The Customer Relationship Specialist Vaccines is responsible for providing advanced operational, analytical, and relationship-support functions for high-value healthcare customers across the U.S. and Canada. This role partners...
Sanofi
Morristown, NJ4 days ago $18 per hour
...Job Description Job Description AUTOMOTIVE SERVICE RECEPTIONIST Nielsen Ford of Morristown is seeking a friendly, dependable Service Receptionist to help create a welcoming and organized experience for our service customers. In this role, you’ll greet visitors...Hourly payWeekly payFull timeWork at officeLocal areaMonday to FridayNielsen Automotive Group
Morristown, NJ8 days ago$18 - $25 per hour
...Job Description: About Madison HondaMadison Honda is a trusted automotive dealership committed to delivering excellent customer service and maintaining professional business standards. We are currently seeking a full-time Automotive Receptionist to join our team in Madison...Full timeWork at officeMadison Honda
Madison, NJ10 days ago$18 - $20 per hour
...Description Job Description: About Madison Honda Madison Honda is a reputable dealership committed to providing exceptional customer service and a positive working environment. We are currently seeking a full-time Automotive Receptionist to join our team in Madison, NJ....Hourly payFull timeWork at officeMadison Honda
Madison, NJ10 days ago- ...teacher to support the efforts of other employees to be successful; Seek ways to improve business operations efficiencies and customer service. Primary Duties: Ensure maximum productivity, customer service and cost control. Achieve customer service satisfaction standards...Part timeWork at office
Madison Honda
Madison, NJ2 days ago - ...Chase, 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...
- ...Export Sales Rep II Maximize Polyolefins division international sales. Generate new business based on company strategy and maximize... ...through order confirmation, shipment, payment, and after-sales service. Prepare regular sales reports, market intelligence/trend,...
- ...Export Sales Representative II Polyolefins Location: Livingston, NJ Job Type: Direct Hire, Full-Time Work Arrangement: Hybrid... ...through order confirmation, shipment, payment, and after-sales service. Prepare forecasts, pipeline updates, market-intelligence...Full timeWork at officeRemote work
- ...Sales Representative II Specialty PVC Location: Livingston, NJ Job Type: Direct Hire, Full-Time Work Arrangement: Hybrid Three... ...appropriate Specialty PVC products. Coordinate with Technical Service to provide product support and resolve product-quality concerns....Full timeContract workWork at officeRemote work
- JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses...
- ...options are available. The role includes weekend shifts, patient scheduling, payments, and records management. You will interact with clients, schedule appointments, process payments, and help maintain a clean, odor-free environment. #J-18808-Ljbffr Star Valley Veterinary...Full timePart timeShift work
- ...The Account Coordinator is responsible for assisting the sales team by providing the highest quality of service and support to our clients.Responsibilities include preparation of quotes and proposals, creation of pricing documents and processing orders. Duties and...Full time
Officeworks Inc.
Morristown, NJ1 day ago - ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors...
OnePoint BFG Wealth Partners
Cedar Knolls, NJ18 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist II. Be the first to apply!
Related searches
- hospital customer service representative Convent Station, NJ
- customer service officer Convent Station, NJ
- customer service consultant Convent Station, NJ
- customer service representative (remote from home) Convent Station, NJ
- customer service operator Convent Station, NJ
- customer success associate Convent Station, NJ
- client service specialist Convent Station, NJ
- customer relations specialist Convent Station, NJ
- airline customer service agent Convent Station, NJ
- insurance customer service advisor Convent Station, NJ