Wealth Client Services Specialist
Morgan Stanley
Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional support to our clients. This role involves building trusted relationships and assisting Financial Advisors and Private Wealth Advisors with a range of client requests. The successful candidate should have strong interpersonal skills, be knowledgeable about financial products, and possess advanced Microsoft Office skills. Join us for a rewarding opportunity with extensive benefits in a dynamic environment. #J-18808-Ljbffr
$27.7 - $41.7 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be... ...to the success of Baird's Private Wealth Management business, where true wealth...SuggestedHourly payWork experience placementWork at office$150k - $175k
...Client Advisor San Francisco, CA At Freestone, we believe in making a meaningful difference... ...and success, we are an independent wealth and asset management firm with over $14... ...wealth planning, trust and estate, client service, legal and compliance, business...SuggestedSummer work$130k - $170k
...We are seeking a highly skilled and experienced Client Advisor to join our team. The ideal candidate will possess... ...well as a team player. • Comprehensive knowledge of wealth management industry products and services. • Ability to distill financial planning and...SuggestedWork at officeFlexible hours$32 - $43 per hour
...a team dedicated to helping clients build stronger financial futures... ...investments, insurance, and wealth planning, theFirst Citizens... ...serve. The Wealth Client Specialist (WCS) role supports Fiduciary... ...position has responsibility for all service-related activities such as...SuggestedHourly payWork at office- Jobtailor is seeking a dedicated colleague with a career path in wealth management. If you are an energetic self-starter, you will... ...door team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention...SuggestedWork at office
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$35.15k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area- In Touch Financial Services | Oakland, California In Touch Financial Services is a Registered... ...investment portfolios and serving clients with care, professionalism, and attention... ...financial advisory, RIA, broker-dealer, or wealth management environment Active securities...
- ...over two decades, Henley & Partners helps clients navigate the complex landscape of... ...providing innovative solutions and exceptional service through an extensive international network... ...advisors, family offices, private banks, wealth managers, and other centres of influence,...Local areaWorldwideFlexible hours
- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$84.7k - $141.3k
...As a Wealth Solutions Sales Specialist in the Americas you will be responsible for engaging North American based clients across our existing segment and for actively hunting and growing new business to achieve revenue targets. You will work in collaboration with Account...Contract workPart timeInternship- ...The Client service Rep job is permanent based on an anticipated schedule of 35-40 hours every week, Sunday- Sunday. Employees are actually demanded to possess adaptability to function any of our 8-hour change routines in the course of our ordinary business hours of 5:...Permanent employmentRemote workMonday to Friday
- ...weekly schedule changes each week following a rotation in the team. The hours will range from 40-60 hours. Client is piloting white glove grocery delivery service. You will be joining a small team responsible for ensuring that we are able to successfully execute deliveries...Contract workWork experience placementRemote work
$80k - $90k
...accessories brand based in San Francisco is seeking a Customer Service Specialist to join their team! This role is ideal for a polished... ...Previous experience in luxury retail, jewelry, or a similarly high-touch client service environment preferred. #J-18808-Ljbffr...Work at office- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workLocal area
$55k - $70k
...communications strategies around sales, product knowledge, and growth strategies relevant to our business Build a reputation for our client’s services through presentations, price quotes, and excellent customer service. Build, maintain and manage account relationships...Work experience placement$90k - $120k
...Overview Advanced Rx is a Pharmaceutical Services Company headquartered in Sunrise,... ...Advanced Rx is seeking a Customer Sales Specialist based in Illinois and Wisconsin. The Customer... ...skills. Ability to build and maintain strong client relationships. Proficient in CRM systems...Work at officeRemote work$26 - $30 per hour
...Customer Service Representative $26.00$30.00/hour (DOE) + $5.50/hour Shift Differential (6:00 PM6:00 AM) Full-time opportunity in San... ...| Four 10-hour shifts with varying start times Join the Client Care team at SAGE San Francisco, where you'll be the first point...Full timeTemporary workShift work$50k - $65k
...provides an end‑to‑end prescription management and delivery service. Our robust platform connects patients, prescribers,... ...Overview PHIL is seeking a highly driven and solutions‑oriented Client Escalations Specialist to support our growing Commercial and Client Success teams...Work at officeRemote work- ...for success in the insurance and financial services industry. Here’s why athletes thrive with... ...to achieve the best results for our clients. Resilience and Determination: Athletes are... ...horseback riding. Christopher Welton, MBA, CFP – Wealth Management Advisor: Time with NM: 13...InternshipWork at officeLocal areaWork from homeFlexible hours
$32.74 - $52.32 per hour
...Overview UC Riverside's Facilities Services is recruiting for the Client Services Specialist. The full salary range for the Client Services Specialist is $32.74 - $52.32 per hour. We base salary offers on a variety of considerations, such as education, licensure and certifications...Hourly payWork at officeLocal areaWork visa$21 - $22.5 per hour
...Client Service Representative (CSR) Presidio Way Pet Hospital | San Francisco, CA Full-time | Primary Care Salary range: $21-$22.50 Love animals? Love helping people and being the friendly face of a team that genuinely enjoys what they do? We'd love to meet you! Do you...Full timeTemporary work$60k - $70k
...space About the Role: We are looking for a Customer Support Specialist to join our team at Unit21. You will drive value across our... ...2+ years of experience in customer facing roles, including client services and technical support Ability to communicate complex technical...Full timeWork experience placementWork at officeHome office$19.18 per hour
...areas of Barry’s studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry’s studios. As... ...experiences with the goal of positively impacting both sales and service Be an effective brand ambassador, ensuring clients are...Hourly payFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift$135k - $185k
...The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra‑high net worth clients. The Client Advisor is responsible for developing and maintaining client relationships through proactive client...Temporary workWork at officeRemote work- ...brand in San Francisco seeks a full-time Associate to elevate client experiences, manage relationships, and meet sales targets. Your... ...communication skills. Flexibility in scheduling, a passion for customer service, and the ability to connect with diverse clients are essential...Full time
- ...Job Description Job Description National Labor Management Company is seeking experienced Client Services Representative (CSR) to assist City Manager in San Francisco and surrounding area. Part-time & Full-time schedule, some hours are determined by events, nights and...Full timePart timeWork at officeNight shiftWeekend work
$20 - $28 per hour
...where we live and work. The Sales and Service Representative is responsible for... ...Skills: Ability to support team by making client servicing calls, identifying client needs... ...the appropriate branch team members or specialist Adaptability: Has the ability to learn...Work at officeImmediate startShift work- ...Temporary Member Service Representative Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic...Hourly payTemporary workNight shift
$52.6k - $98k
...makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...Minimum wageLocal areaNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- card services representative San Francisco, CA
- immediate hire customer service representative San Francisco, CA
- customer service representative ii San Francisco, CA
- licensed insurance customer service representative San Francisco, CA
- inside customer service representative San Francisco, CA
- client service representative San Francisco, CA
- export customer service representative San Francisco, CA
- virtual customer service associate San Francisco, CA
- customer solutions specialist San Francisco, CA
- client service officer San Francisco, CA



