Wealth Client Services Specialist
First Citizens
First Citizens in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role is crucial for executing service-related activities including account maintenance and client interaction. The ideal candidate will possess a Bachelor's Degree or relevant experience in Wealth Support, Customer Service, or Banking. The role demands strong documentation skills and a knack for data analysis to identify trends. First Citizens offers a competitive compensation package inclusive of benefits and incentives. #J-18808-Ljbffr
- ...A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high... ...management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with...SuggestedWork at office
$36.4 - $41.85 per hour
...First Citizens Bank, we help clients pursue their ambitions at every... ...small, our First Citizens Wealth team delivers banking, investment... ...most. The Wealth Client Specialist (WCS) role supports Wealth Consultants... ...has responsibility for all service‑related activities such as...SuggestedHourly payWork at office$26.5 - $45 per hour
Bank of America is seeking a dedicated individual for a Client Service position to support Financial Advisors at Merrill Wealth Management. Responsibilities include educating clients on bank services, ensuring accurate and timely client support, and deepening client relationships...SuggestedHourly pay$36.4 - $41.85 per hour
First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves managing client... ...documentation, and performing data analysis to enhance service quality. Ideal candidates will hold a Bachelor's...SuggestedHourly pay- ...A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong...Suggested
$120k - $150k
...Advisor in Boston to support high-net-worth clients. You will partner with portfolio managers... ...teams to provide exceptional client service while managing account administration. The... ...ideal candidate will have over 10 years in wealth management and experience with fiduciary...$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction-related issues, and maintain strong client relations. A Bachelor's degree and 0-2 years of experience are preferred....$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...Work at office$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...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong... ...excellent communication 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... ...ideal for someone who thrives at the intersection of client service, wealth management operations, and fiduciary expertise. In this client...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...- Evolve Talent Partners is seeking a Private Client Relationship Advisor in Boston, MA. This senior-level role focuses on delivering exceptional client service in wealth management and fiduciary matters. The ideal candidate will have a Bachelor's degree and over 10 years...
$31.2k - $90k
...A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college...Work at office- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...- ...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... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...Local area
- ...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... ...Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive...Local area
$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- ...J.P. Morgan Chase is seeking a Private Client Advisor in Boston, MA to provide comprehensive financial planning and investment solutions. You’ll be responsible for building and managing client relationships while offering tailored advice and support. The ideal candidate...
$80k - $97.5k
...Loomis, Sayles & Company in Boston, Massachusetts is seeking a client portfolio analyst to support their client services group. The successful candidate will manage client requests, generate reports, and work closely with investment teams. This role emphasizes developing...$125k - $150k
...Job Overview – Senior Client Service Associate (Private Wealth) Compensation: $125,000 – $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...Work at officeMonday to Friday- ...A leading veterinary organization in Boston is seeking a Full-time Client Service Representative to enhance the experience between pet parents and the veterinary team. Candidates should possess exceptional communication skills and a positive outlook, along with experience...Full time
$18.75 - $19 per hour
...Ascensus is hiring for a role in Boston, MA to assist Client Service Managers, providing best-in-class services to clients. Responsibilities include responding to client requests through various channels, generating reports, and managing urgent requests efficiently. The...Hourly pay- ...Client Relations Specialist (Onsite Print Production Manager) Position Summary ABC Imaging is seeking an experienced Client Relations Specialist... ..., and supervising staff to ensure exceptional client service and high-quality deliverables. This position combines...
$24 - $29 per hour
...are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach... ...support. Position Overview: The Client Relations Specialist will play a vital role in the initial engagement and...Work from home- ...A fitness studio in Boston is seeking a part-time Client Services Team member to enhance client engagement and provide excellent hospitality. The ideal candidate will have strong customer service skills, be highly organized, and possess excellent interpersonal abilities...Part timeWeekend workWeekday work
$25.14 - $34.51 per hour
...Client Service Specialist At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way! If you prosper in an environment where you can help others and enjoy crafting a positive impact on client's overall experience...Hourly payFull timeH1bWork at officeVisa sponsorship- Ashton Thomas Private Wealth is seeking a Registered Client Service Associate in Boston, MA. This entry-level role focuses on enhancing client experience through exceptional service and operational support. Responsibilities include maintaining client relationships, assisting...
- ...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 role blends client support with consultative sales, helping clients select travel...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- online customer service representative Boston, MA
- customer advisor Boston, MA
- airport customer service agent Boston, MA
- customer support associate Boston, MA
- employee relations assistant Boston, MA
- participant services representative Boston, MA
- customer service representative 1st shift Boston, MA
- inbound call center customer service representative Boston, MA
- service agent Boston, MA
- insurance customer service advisor Boston, MA


