Wealth Client Services Specialist
Morgan-Stanley
Morgan-Stanley is seeking a Client Service Associate located in the Town of Islip, NY, to provide exceptional service and support for Financial Advisors. The role emphasizes strong interpersonal skills and the ability to develop trusted client relationships. Candidates must possess a High School Diploma, with a preference for a college degree. A willingness to obtain necessary industry licenses is required. This position offers competitive pay and the opportunity to work in a dedicated and inclusive environment focused on collaboration and empowerment. #J-18808-Ljbffr Morgan-Stanley
- Morgan-Stanley is seeking a Client Service Associate in Town of Islip, NY. This role involves providing exceptional service to clients and supporting Financial Advisors in maintaining client relationships. Candidates should have a high school diploma, strong organizational...Suggested
$35k - $85k
Morgan-Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal skills and the ability to assist clients with their everyday needs. Responsibilities include supporting...Suggested- Morgan-Stanley in Islip, NY, is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role requires strong organizational skills and the ability to assist clients with everyday needs. Responsibilities include...Suggested
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...Suggested
$70k - $115k
...Infrastructure Solutions (IIS) provides world-class service to Morgan Stanley’s institutional and family office clients. IIS supports clients in partnership with... ...Reporting and Billing.The Institutional Client Specialist - Retirement is centered on providing exceptional...SuggestedTemporary workWork at office$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary: $80,000-$115,000 base + bonus Schedule: 100% Onsite | Monday-Friday About the Opportunity We’re partnering with a highly respected, technology-forward RIA firm in Islip, NY...Work at officeLocal areaMonday to Friday$80k - $115k
Mohr Talent is seeking a Client Service Associate for a growing RIA firm in Islip, NY. This role is ideal for individuals experienced in wealth management support who can maintain high standards of service while managing multiple priorities. You will be responsible for...- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
- ...Customer Service Rep Feldman, Kramer & Monaco, P.C. is currently seeking Customer Service Representatives to join our growing team... ...company procedures in a web-based CRM application. Perform new client setup and existing maintenance functions. Anticipate...Full timeWork at officeMonday to Friday
- ...Job Description Job Description We are seeking a customer service representative for our Long Island location! This position is within a food service company. The typical schedule is Monday through Friday from 7:30 am to 4:00 pm . Below are some of the duties...Work at officeMonday to Friday
- ...Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers,... ...School diploma and at least 2 years of experience in financial services. The role demands good communication skills, problem-solving...
$26.44 - $28.85 per hour
...Personal Lines Customer Service Representative About EIFS, A Division of Patriot Growth Insurance Services: Since 1985, Executive... ...personalized insurance and employee benefits solutions tailored to each client's unique needs. Our experienced team offers a wide range of...Hourly payFull timeTemporary workWork at officeLocal areaFlexible hours- ...Client Services Coordinator Location: Hybrid Brentwood, NY (2 days/week onsite, rest remote) Duration: 12 months with Possibility for Extension or Conversion to Permanent Overview We are seeking a Client Services Coordinator to provide client-facing support and...Permanent employmentRemote work2 days per week
- J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial...
- ...Seasonal Client Service Representative We are seeking a Seasonal Client Service Representative to join our team based out of Edgewood, NY during Proxy Season. The candidate will be working on our Client Facing team managing internal and external clients as well as...Temporary workSeasonal workFlexible hours
$57k - $115k
...is a leading global financial services firm providing a wide range... ...securities, investment management and wealth management services. Morgan... ...Solutions, is an integrated client service solution for... ...trading, operations, product specialists, third party vendors and custodiansKnowledge...Temporary workWork at office- ...Client Services Administrator We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing or via email...Contract workTemporary workWork at office
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
- ...and customer-focused individual to join as an Agent Team Member. In this role, you will establish customer relationships, educate clients on insurance options, and develop leads while enjoying flexible hours and growth potential. The ideal candidate will have excellent...Flexible hours
- Allstate Insurance Agency - Kevin Purdy in Commack, NY, is hiring for an Insurance Customer Service Professional to provide exceptional support to clients without the pressure of sales. The role focuses on service, managing existing policies, and building long-term relationships...
- ...Department: Client Relations Position: Customer Service Representative Job Type: Full Time Job Description: We are hiring a Client Relations Representative to establish and maintain quality assurance and high‑quality customer service for our accounts within the Promotional...Full time
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central Region role at Teachers... ...and future competitors. Partner with specialists to connect members to experts who can... ...350,000.00-$650,000.00 1 month ago Citi Wealth - Wealth Relationship Manager -...Full timePart timeWork experience placementWork at officeLocal areaImmediate start- ...seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66. This role focuses...
- ...daily review inventory levels, scrap processing and loss prevention. Other duties as assigned. Qualifications 1-3 years Customer Service experience, door industry preferred. Attention to detail and problem solving. Excellent telephone, written and verbal communication...Full timeContract workShift work
$18 - $20 per hour
...Representative, Customer Service (ISP FT) Ronkonkoma, NY 11779 Overview Salary Range $18.00 - $20.00 Hourly Position Type Full Time Description The Customer Service Representative (CSR) is responsible for delivering Modern Aviation's excellent service by providing...Hourly payFull timeContract workWork at officeLocal areaWork visaAfternoon shift$20 - $22 per hour
.... Candidates will possess exception communication and customer service skills as well as being highly organized and detailed oriented.... ...professional manner and be an expert at establishing rapport with clients quickly. Validating prospective customer's contact and home...Hourly payFull timeCurrently hiringLocal areaRelocationDay shift- A popular pizza restaurant is seeking a full-time Customer Service Representative to operate equipment, stock ingredients, and prepare products. Responsibilities include receiving and processing telephone orders and maintaining cleanliness. Strong communication and coordination...Full time
- Responsibilities Provides information regarding products and services. Answers phone with proper phone etiquette. Ability to work with different types of personalities in a professional, positive manner. Complies with company policies and procedures and maintains regular...
- ...Join OBE As a Customer Service Representative From apartments in New York to hospitals and stadiums in Dallas, libraries at prestigious... ...vital part of our Customer Service Department, ensuring every client interaction is handled with care and accuracy. What You'll...
- ...annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology... ...a variable cost. Job Description Provides front-line customer service support via phone to all Client’s internal and external...Immediate start
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