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
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$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, written...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- Morgan Stanley in Morristown, NJ is seeking a Registered Client Relationship Analyst to provide exceptional client service to Financial Advisors and teams. You will help with account setup, day-to-day inquiries, and onboarding of clients while supporting the client service...
$85k - $100k
...00,000 per yearWork Schedule: 4 Days In-OfficePosition OverviewWe are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. This role serves as a primary point of contact for high-net-worth clients...Work at office- PNC Financial Services Group, Inc. in Morristown, New Jersey, seeks a Premier Client Banker to drive Mass Affluent client acquisition and deepen relationships within Wealth Management. The role emphasizes proactive outreach, cross-functional collaboration, and delivering...Work at office
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$18.18 per hour
...BSC Customer Service and Retail Sales Associate II (Wharton, NJ) CABVI is seeking a BSC Customer Service and Retail Sales Associate II to assist in the day-to-day operations of the Base Supply Center (BSC) store. This includes the day-to-day decision making process and...Local areaWeekend workAfternoon shift- 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...
$23.75 - $39.62 per hour
...focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise,... ...includes all our associates as well. The Client Experience Specialist will provide exceptional service for internal and external clients based on assigned market...Full timePart timeWork at office- Fairygodboss is seeking a dedicated client service representative to act as the primary point of contact for ADP, addressing client inquiries and resolving issues related to payroll, HR, and benefits. Candidates should possess strong communication skills and a proven track...
- Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a...
- ...this role, you will serve as ADP’s front-line contact for solving client challenges - including issue resolution, answering questions,... ...who have 1,000+ employees and carry the weight of ADP’s service reputation and client satisfaction. What you’ll do Research, troubleshoot...
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$68.1k - $145.1k
...AmericaEmployment type: RegularCategory: Client Management & SalesIndustry: Real... ...stakeholders to identify retention risks, address service challenges, and deliver consistent,... ...growth. BCS Client Retention Managers and Specialists contribute through strategic planning, program...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
$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- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have 1...Work at office
- ...alternative application process. Full Time Regular Sales Florham Park, NJ, US 4 days ago Requisition ID: 1882 Reports To: Sr. Client Services Manager FSLA: Exempt The Pharmacies operating hours are 8:00 am - 11:00 pm EST Monday through Friday, and Saturday through Sunday...Full timeTraineeshipWork at officeLocal areaRemote workMonday to FridayWeekend 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...
- JPMorgan Chase in Madison, NJ is seeking a Private Client Banker to manage a select group of affluent clients and broader branch customers... ...while promoting the bank’s education and advisory services. The role emphasizes proactive relationship management and cross...Weekend workAfternoon shift
$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- Western Pest Services is seeking a Customer Service Representative in Parsippany, NJ to act as the link between customers and service technicians. You will coordinate schedules, resolve issues, respond to inquiries, and communicate with field operations. The role offers...
- 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...
- ...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...Local area
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