App
Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Client Advisor | Private Banking & Service

Wilmington Trust

Wilmington, DE

M&T Bank in Wilmington, DE seeks a Wealth Management Client Service professional to support daily transactions, resolve client issues, onboard new clients, and maintain strong relationships. The role emphasizes service quality, regulatory adherence, and collaboration with Wealth Management teams. Ideal candidates have a Bachelor’s degree with at least 1 year of financial services client service experience. Strong communication, organizational, and PC skills are required; a hybrid office setting #J-18808-Ljbffr

Apply
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Advisor | Private Banking & Service in Wilmington, DE vacancy
  • Finance and Business Management-Associate-US Private Bank Client Service
     ...Management AssociateJoin our Client Service, Experience and Development...  ...strategic growth. As a trusted advisor and strategic partner, you'...  ...Associate supporting the US Private Bank (USPB) Client Service...  ...relevant experience in the wealth management or asset management... 
    Private

    Chase

    Newark, DE
    2 days ago
  • Key Private Bank Family Wealth Senior Fiduciary Advisor

    $116k - $216k

     ...Senior Fiduciary Advisor and trusted partner...  ...Net Worth (UHNW) clients ($25MM+), delivering...  ...estate, tax, and wealth planning advice to...  ...investment management, banking, credit, and...  ...through expanded services and pricing discipline...  ...deep knowledge of private banking and... 
    Private
    Full time
    Work at office
    Flexible hours
    Shift work
    Night shift

    Key Bank

    Wilmington, DE
    4 days ago
  • Affluent Client Advisor & Relationship Banker
    Chase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage full banking relationships...  ...collaborate with Private Client Advisors, Mortgage Bankers, and Business...  ...clients with experts, promote self-service options, and ensure compliance with... 
    Suggested

    Testing Site - JPMC

    Newark, DE
    2 days ago
  • Private Wealth Advisor - Mass Affluent

    $77.97k

    A banking institution is seeking a Private Client Advisor in Newcastle, WA, focused on Mass Affluent clients. This role involves growing client relationships, providing financial wellness strategies, and offering investment solutions. Candidates should have a strong client... 
    Private

    KeyBank

    Newark, DE
    2 days ago
  • Financial Services Representative
    Position Summary:Responsible for servicing members’ financial needs and transactional requests as they relate to all aspects of their accounts...  ...and federal laws and regulations, including Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act/Customer Identification... 
    Suggested

    DEXSTA FEDERAL CREDIT UNION 2187

    Wilmington, DE
    2 days ago
  • U.S. Private Bank - Head of U.S. Private Bank Client Service - Managing Director
     ...a pivotal leadership role where you’ll shape the future of client service for high-net-worth families nationwide—guiding a team of 500...  ...and data, and set new standards for excellence in the U.S. Private Bank. As theHead of U.S. Private Bank Client Service within the... 
    Private
    Local area

    Testing Site - JPMC

    Newark, DE
    3 days ago
  • IPB Digital Concierge Specialist
     ...The Digital Concierge Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients with all aspects of the online... 
    Private

    Testing Site - JPMC

    Newark, DE
    2 days ago
  • Private Banking Digital Concierge | Mandarin Pro
    The Testing Site - JPMC is seeking a Digital Concierge Specialist to be the primary contact for online needs of Private Banking clients and advisors, delivering digital training and supporting the online experience. Collaborate with advisors, product partners and operations... 
    Private

    Testing Site - JPMC

    Newark, DE
    3 days ago
  • Private Bank - Global Families Group - Client Service Associate
     ...committed to deliveringpremier client service, J.P. Morgan is the place...  ...Service Associate within the Private Bank Global Families Group at JP...  ...fast paced environment with advisors, product partners and operations...  ...TEAM J.P. Morgan Asset & Wealth Management delivers industry... 
    Private
    Work at office

    J.P. Morgan

    Newark, DE
    22 hours ago
  • Personal Banker Northern Delaware

    $37.44k - $52.8k

     ...Personal Banker At WSFS Bank, we empower our Associates to grow their careers, guide our...  ...region's locally headquartered bank and wealth management company. We are honored to consistently...  ..., and Communities we serve. We Stand For Service is more than part of our name, it's our... 
    Full time
    H1b
    Visa sponsorship
    Monday to Friday
    Flexible hours

    WSFS Bank

    Wilmington, DE
    1 day ago
  • Client-Focused Financial Solutions Advisor
    Bank of America is seeking a financial professional to provide comprehensive advice and tailored solutions to clients, helping them reach their financial goals through brokerage products and mortgage considerations. The role includes triaging client leads, referring to... 

    Bank of America

    Wilmington, DE
    2 days ago
  • Wealth Relationship Banker for Private Clients
    JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to manage affluent clients’ relationships...  ...collaborate with Private Client Advisors, Mortgage Bankers and Business...  ...with specialists and ensure a full-service experience, while maintaining regulatory... 

    JPMorgan Chase & Co.

    Newark, DE
    3 days ago
  • Mobile Teller: Banking Solutions & Service
    Fulton Bank, N.A. in New Castle County, DE and Elkton, MD market is seeking a full-time Teller to deliver exceptional customer service and handle routine transactions across multiple financial centers. You will travel to various centers, promote bank products, and support... 
    Full time

    Fulton Bank, N.A.

    Wilmington, DE
    4 days ago
  • Branch Teller: Customer-Centric Cash & Compliance
    Cross River in Wilmington, DE is seeking a Branch Teller to support daily branch operations, comply with banking policies, and deliver friendly service. You will handle deposits, cash handling, and customer interactions. The role emphasizes accuracy, regulatory knowledge... 

    Cross River

    Wilmington, DE
    3 days ago
  • Part Time Teller, Wilmington, MA

    $30k - $47k

     ...Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...welcoming customers, minimizing wait times and assisting with their banking needs. Process transactions, including deposits, withdrawals,... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Banco Santander SA

    Wilmington, DE
    2 days ago
  • Merrill Wealth Management Client Associate-Advisor Development Program: Carolina East
     ...Job Description: Merrill Wealth Management is a leading...  ...and investment products and services for individuals, companies...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue...  ...Merrill coupled with the banking convenience of Bank of America... 
    Traineeship
    Work experience placement
    Work at office
    Local area
    Shift work
    Day shift

    Bank of America

    Wilmington, DE
    3 days ago
  • Business Analytics Advisor - Vice President

    $133k - $205k

    Business Analytics Advisor - Vice President...  ...partners to build self-service capabilities and...  ...and government clients under the J.P. Morgan...  ...in investment banking, consumer and small...  ...P. Morgan Asset & Wealth Management delivers...  ...investment management and private banking solutions.... 
    Private
    Full time
    Work at office
    Worldwide

    JPMorgan Chase & Co.

    Wilmington, DE
    4 days ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DE
     ...enthusiasm for helping our clients, taking care of our...  ...delivering extraordinary customer service while maintaining a strong...  ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer...  ...and the goals of the bank, while fostering a culture... 

    Testing Site - JPMC

    Wilmington, DE
    3 days ago
  • Commercial Credit Analyst
     ...credit union is committed to providing accessible, community-based banking solutions that empower local entrepreneurs and support regional...  ...work closely with members to deliver tailored financial services and foster long-term partnerships. Joining Propell Credit Union... 
    Full time
    Local area

    Propell Credit Union

    Glen Mills, PA
    3 days ago
  • Part Time Teller, Parkside, Philadelphia, Pa

    $30k - $47k

     ...Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...welcoming customers, minimizing wait times and assisting with their banking needs. Process transactions, including deposits, withdrawals... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Banco Santander SA

    Parkside, PA
    19 hours ago
  • Private Bank - Global Families Group - Client Service Associate
     ...Client Service AssociateIf you are a collaborative team player, solutions-oriented, and committed...  ...a Client Service Associate within the Private Bank Global Families Group at JP Morgan you...  ...and fast paced environment with advisors, product partners and operations teams... 
    Private
    Work at office

    hackajob

    Newark, DE
    4 days ago
  • Relationship Banker
    WSFS Bank is seeking a Personal Banker to open new accounts, submit loan applications, and assist customers with teller transactions. You will educate clients on digital banking and resolve service issues, building lasting relationships during a comprehensive 4-6 month... 
    Full time
    Rotating shift

    WSFS Bank

    New Castle, DE
    2 days ago
  • Branch Banker I: Customer Service & Teller Expert
     ...Artisans' Bank in Newark, DE is seeking a Branch Banker I to deliver superior customer service and support banking needs. You will work at our Newark branch handling teller transactions and assisting customers with accounts, deposits, loans and product information.... 

    Artisans Bank

    Newark, DE
    19 hours ago
  • Customer Experience Teller: Digital Banking & Service
    M&T Bank Corporation is seeking a Branch Service Associate in Hockessin, DE to deliver exceptional customer experiences and handle transactions accurately. You will balance cash, assist customers, and promote digital self-service options while maintaining risk controls... 

    M&T Bank Corporation

    Hockessin, DE
    19 hours ago
  • Traveling Teller: Cash & Banking Solutions
    Fulton Bank, N.A. is seeking a Teller to deliver exceptional service at our New Castle County, DE and Elkton, MD markets. The role includes handling teller transactions, promoting banking solutions, and supporting branch operations to help customers reach their financial... 
    Shift work

    Fulton Bank, N.A.

    Newark, DE
    3 days ago
  • Infrastructure Finance & Business Management Senior Associate
     ...drive key initiatives. We act as trusted advisors and counterweight to Business/Group...  ...Manager within the Consumer and Community Banking Technology's Infrastructure team, you will...  ...About Us Chase is a leading financial services firm, helping nearly half of America’s... 

    JPMorgan Chase & Co.

    Wilmington, DE
    12 days ago
  • Wealth Management - Client and Account Data Product Manager - Vice President
     ...Client And Account Data Product ManagerDriving...  ...the future of Wealth Management, the Client...  ...with operations, advisors, and business...  ...capabilities and micro-services across Wealth...  ...leader in investment banking, consumer and small...  ...management and private banking solutions.... 
    Private

    Chase

    Newark, DE
    4 days ago
  • Teller & New Accounts Specialist I
    First Citizens Community Bank is seeking a Universal Associate to provide outstanding customer service, process transactions, and promote banking products. The role requires accuracy, adoption of sales culture, and adherence to regulations. The Universal Associate I (Teller... 
    Day shift

    First Citizens Community Bank

    Kennett Square, PA
    1 day ago
  • VP, Applied AI/ML Private Banking Leader
    Testing Site - JPMC seeks an Applied AI/ML Vice President to tackle complex problems by designing, developing, evaluating, and executing data science and analytical solutions. You will collaborate with multiple teams, handle data wrangling, analysis, and modeling, and ...
    Private

    Testing Site - JPMC

    Wilmington, DE
    3 days ago
  • Mobile Teller: Travel Banking Specialist
    Fulton Bank is seeking a full-time Teller to support customers across New Castle County, DE and Elkton, MD, with travel between financial...  ...digital tools to assist customers. Requires 6-12 months of service and cash handling experience. #J-18808-Ljbffr Fulton Financial
    Full time

    Fulton Financial

    Bear, DE
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Advisor | Private Banking & Service. Be the first to apply!

Related searches