Wealth Tech Client Experience Specialist
MassMutual Ventures
Farther is a rapidly growing wealth management firm delivering a tailored client experience through a blend of expert advisors and fintech tools. As a Client Experience Associate, you will support advisor and client onboarding, orchestrate financial operations, and partner with Product and Engineering to push wealthtech forward. You will act as a primary liaison with custodians and clients, address inquiries promptly, and help optimize processes to enhance overall client satisfaction and #J-18808-Ljbffr MassMutual Ventures
- Farther Finance, LLC is seeking a Client Transition Operations Associate in Dallas, TX... ...non-ACAT asset movements, in a fast-paced wealth management environment. You'll... ..., supporting a seamless client onboarding experience. #J-18808-Ljbffr Farther Finance, LLCSuggested
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Suggested
- ...Plutus Health Inc., is a Dallas-based Tech-Enabled Revenue Cycle Management services... ...timely and accurate information to potential clients. Follow up on inbound sales leads,... ...or a related field preferred. Proven experience in an administrative support role within...SuggestedWork at office
$55k - $75k
...Client Service SpecialistThe Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires... ....Responsibilities:Work alongside Wealth Managers with the transition and conversion...SuggestedFull timeWork at officeFlexible hours$17 - $22 per hour
...less wait time than other ERs. We take pride in providing our clients with transparent, upfront pricing and clear communication at... ...step of the care process. About the role The Client Experience Specialist is primarily responsible for providing exceptional care and...SuggestedHourly payFlexible hoursShift workWeekend workAfternoon shift- ...Answer and respond to incoming calls from clients, prospects, and staff. Use appropriate... ...Qualifications High school diploma or GED No experience necessary Knowledge of Word, Excel,... ...independent distributors of life, health and wealth insurance products. With a strong...Work at officeLocal areaFlexible hours
- ...Private Banking Executive to acquire and deepen relationships with high-net-worth clients in the Dallas area. Lead cross-functional teams to deliver a branded client experience, including wealth planning, credit facilities, and asset management. Maintain high-touch service...
- ...diligently and accurately to meet personal and team goals. Qualifications A minimum of a High School Diploma or equivalent isrequired. Experience working for an out of state titling service highly preferred. Quality writing and communication skills. Ability to work...
- Security National Bank is seeking an onsite TX Client Experience & Banking Center Representative in Dallas to support day-to-day high-quality transactions and client servicing for consumer and commercial clients. You will be part of a branch team, handling deposits, withdrawals...
- ...Infection prevention and reprocessing solutions Service and Repair support for endoscopy departments Position Title Customer Experience Representative (CXR) Department: Commercial Reports To : Field Service Manager Position Summary The Customer Experience Representative...Contract workLocal areaRemote workWorldwideFlexible hoursNight shift
- Triumph Financial, Inc. is seeking a Client Experience Representative to deliver outstanding service via phone, email, and chat for our transportation factoring and payment platform clients. The ideal candidate has 1-2 years of high-volume customer service experience, is...
- JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment... ...with partners to create an exceptional investor experience while upholding the firm’s standards of integrity and #J...
- Triumph Financial is seeking a Client Experience Representative to deliver an exceptional support experience via phone, email and chat for our transportation factoring platform clients. The ideal candidate will excel in high-volume customer service, pay attention to detail...
$34 - $40 per hour
Overnight Customer Experience Representative, Advanced Services Chicago, IL; Denver, CO; Westlake, TX Join us in building the future of... ...younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of...Work at officeRemote workFlexible hoursShift workNight shift- ...experienced Private Banker to generate new clients and manage ongoing wealth management relationships in the... ...and ensure a superior client experience. The role requires presenting investment... ...strategies, collaborating with specialists, and maintaining portfolios to meet...
- Triumph Financial, Inc. and its subsidiaries is seeking a Client Experience Representative to deliver outstanding service via phone, email, and chat for transportation factoring clients. The role emphasizes education, retention, and teamwork in a fast-paced environment....
- Security National Bank is seeking a TX Client Experience & Banking Center Representative to onsite in Dallas. The role supports day-to-day transaction processing, account servicing, and client support for consumer and commercial clients within the Texas client experience...
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Local area
- ...Overview Provide support to the Client Service Team in all areas including personal trusts and estates, employee benefits plans/IRAs... ...supports the Bank's Corporate Strategy. Provides a customer experience, as defined by North Dallas Bank & Trust Co., that is consistent...Work at office
- ...Job Overview We are seeking a motivated and customer-focused Remote Client Experience Specialist to join our team. In this role, you will assist clients with planning and coordinating personalized travel experiences while providing exceptional service throughout the...Part timeRemote workWork from homeFlexible hours
- ...to our daily lives. It's not just what we do but what we love. We are looking for someone to fill the position of Client Experience Specialist (CES), providing sales and sales operations support for our Domestic Showrooms. CES''s will need to work independently and...Contract workWork at office
$125k - $400k
Sales Executive - Multifamily / SaaS Experience This Jobot Job is hosted by Alex Luhrsen Are... ...providing innovative solutions tailored to our clients' needs. The successful candidate will be... ...part of a team that is transforming the tech services industry. We value our employees...Permanent employmentWork at officeLocal area- Allworth Financial seeks an Onboarding Specialist to support the CRP Sales Team by delivering a high-touch onboarding experience for new clients. You will coordinate documents, ensure timely funding of accounts, and serve as a knowledge base for program rules and systems...
- ...greeting guests, handling check-ins/check-outs, and addressing inquiries. You will coordinate with other departments to ensure seamless experiences and uphold service standards. The ideal candidate has 2–3 years of front desk or hospitality experience, strong communication...Weekend workAfternoon shift
- ...Center Sales Representatives MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call... ...that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service...Full timeTemporary workCasual workWork at officeLocal areaRemote work
- ...OVERVIEW MCI is one of the fastest-growing tech-enabled business services companies in... ...multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO),... ...through digitalization, MCI ensures clients do more for less. MCI is the holding company...Full timeTemporary workCasual workWork at officeLocal areaRemote work
- ...environment, being flexible and open to change will help you stay current with evolving tech and all the ways we work to meet customer's needs.Prior retail or customer-facing sales experience is a plus. No sales experience? We'll provide you with the tools, training and...Hourly payTemporary workLocal areaFlexible hours
$14.35 - $17.35 per hour
...OVERVIEW MCI is one of the fastest-growing tech-enabled business services companies in... ...multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO),... ...through digitalization, MCI ensures clients do more for less. MCI is the holding company...Full timeContract workTemporary workCasual workWork at officeLocal areaRemote work- ...Center Sales RepresentativesMCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call... ...that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service...Full timeTemporary workCasual workRemote work
- Kyndryl, a global technology services company, is seeking a Customer Experience Consultant to shape how customers experience products, services and digital interactions by translating human insights into actionable experience strategies. You will lead experience driven...
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