Wealth Management Client Service Specialist
Morgan Stanley
A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial products. This full-time role offers comprehensive training and a supportive work environment, ensuring high standards of client care. #J-18808-Ljbffr Morgan Stanley
$25 - $44 per hour
Bank of America is seeking a motivated individual to support financial advisors within Merrill Wealth Management. The role focuses on delivering exceptional client service, ensuring operational excellence, and managing client relationships effectively. Candidates must...SuggestedHourly pay$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years...SuggestedWork at office$31.2k - $90k
A leading financial services firm in Boston seeks candidates for client support roles focusing on relationship management and administrative support. Candidates must possess a High School Diploma and demonstrate strong interpersonal and organizational skills. Responsibilities...Suggested$70k - $80k
...GW&K Investment Management, LLC is seeking a Client Service Associate in Boston, MA. This role serves as a primary contact for high-net-worth clients, ensuring exceptional service while collaborating with Portfolio Managers and internal operations. The ideal candidate...Suggested$85k - $100k
...Overview WHO are we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained...SuggestedTemporary workWork experience placementWork at officeLocal areaFlexible hours- Morgan Stanley is seeking a Client Relationship Analyst to provide exceptional client service and support Financial Advisors/Private Wealth Advisors. The role involves handling client inquiries, processing money movements, and maintaining client records with accuracy. The...
- Confidential, a boutique wealth advisory practice in Needham, MA, seeks a detail-oriented Client Service Associate to strengthen client experience and operational efficiency. This foundational hire will ensure seamless interactions and support the day-to-day workflow of...
- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong organizational... ...abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This...Work at office
- We’re seeking a Private Client Relationship Advisor on behalf of our client, a leading global investment and strategic advisory... ...for someone who thrives at the intersection of client service, wealth management operations, and fiduciary expertise. In this client‑facing...Work experience placementWork at officeShift work
$85k - $100k
A leading financial services firm is seeking a Wealth Client Management Consultant in Boston. This role involves building and maintaining client relationships, providing excellent service, and coordinating with Financial Advisors. Candidates should have a minimum of 5 years...$70k - $80k
...Client Service Specialist Boston, Massachusetts, United States Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing... ...funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology,...Casual workWork at officeWorldwideFlexible hours3 days per week- ...Client Service Specialist Boston, MA Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast...Work at officeLocal areaRemote work
- ...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... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning...Local area
- ...Community Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning...Local area
- ...Talent Partners seeks a Private Client Relationship Advisor in... ...to lead a high-touch client service experience for complex families... ...You will work with portfolio managers, advisors, and external professionals... ...accuracy and tailored wealth management support. Candidates...
$70k - $130k
Who we are looking for Wealth Custody and Clearing... ...President, Account Operations Specialist to support the... ...ongoing maintenance of client accounts, ensuring all... ...requirements, and lifecycle servicing workflows. The... ...modifications Support and manage complex account...Temporary workFlexible hours$47.52k
J.P. Morgan Wealth Management - Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time$47.52k
...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 financial...- ...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... ...Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning...Local area
$90k - $110k
...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net-worth... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...- JPMorgan Chase is seeking a Private Client Banker in Branch Banking who... ...of Chase's affluent clients, managing their complete banking... ...balances. You will partner with Specialists to connect clients to experts... ...and help clients access self-service options 24 hours a day, 7...
$65k - $106.25k
As a Client Change Junior Specialist, Officer, you will coordinate the production change lifecycle for Alpha... ...and implementation of change management strategies, processes, and workflows... ...disruption to client operations and services, following applicable State Street guidelines...Work at office- ...Our client, a longstanding and incredibly successful wealth management firm, is seeking a client accounting specialist to join their team. This is an extraordinary opportunity for a recent College graduate or someone with one year of experience within finance/accounting...Internship
- ...implements tax-efficient, multi-generational wealth accumulation and wealth transfer... ...for ultra-high net worth families. The Client Services department focuses on delivering best-in... ...customized reporting, premium invoicing, task management, and life insurance portfolio reviews....
- ...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 financial...
$80k - $150k
About Us Wellington Management offers comprehensive investment... ...of institutional clients in more than 60... ...We are seeking a Sales Specialist to serve as the operational... ...behind our retail wealth distribution effort. This... ...Coordinate with investor services, onboarding, and...Remote workHome officeFlexible hours1 day per week- ...Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and... ...booking travel while providing exceptional service throughout the sales process. This... ...follow-up and client communication Manage booking details and post-booking...Remote workFlexible hours
- Wellington Management seeks a Sales Specialist to power the retail wealth distribution effort by partnering with wholesalers and supporting advisors with inquiries, materials, scheduling, and Salesforce documentation. You will drive day‑to‑day engagement, triage, follow...Work at office
$90k - $120k
...we specialize in helping our clients navigate the complex landscape... ...to deliver exceptional service to our clients. Dynamic and... ...Collaborate with Relationship Managers (RMs) to deliver a world-class... ...real state, private banking, or wealth management. ~ Knowledge and...Work at officeFlexible hours
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