Licensed Wealth Client Services Specialist
Citi Group
Citi is seeking a Licensed Client Service Associate in San Francisco to support wealth management services with Banker teams. The role emphasizes analytical thinking, data analysis, and clear communication in a client-facing environment. Ideal candidates have 2–5 years of experience, a Bachelor's degree, and Series 7/63 or 7/66 licenses. Mandarin/Cantonese skills are a plus. The position is full-time in San Francisco, with a salary range reflecting market norms. #J-18808-Ljbffr Citi
$32 - $43 per hour
...a team dedicated to helping clients build stronger financial futures... ...investments, insurance, and wealth planning, the First Citizens... .... The Wealth Client Specialist (WCS) role supports Fiduciary... ...position has responsibility for all service-related activities such as...SuggestedHourly payWork at office- Blackstone Private Wealth is seeking an Investor Services Associate to field inquiries from Financial Advisors and internal teams, coordinating with multiple... ...Blackstone units and service providers to resolve client issues and maintain accounts. The role emphasizes project...Suggested
$130k - $175k
Blackstone seeks an Investor Services Associate within Blackstone Private Wealth in San Francisco to field inquiries from Financial Advisors and internal teams, liaise with service providers, and drive cross-group projects to improve efficiency. Applicants should have a...Suggested- Job Description The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the... ...appropriate JPMorgan Chase wealth services to best meet the objectives of... ...Series 7, 63, and 65 and insurance licensed College graduate with 7+ years of...Suggested
$100k
An independent investment advisory firm is seeking a professional for their San Francisco office. This role focuses on client service and account maintenance, requiring proficiency in handling client accounts, generating reports, and managing private investments. Ideal...SuggestedWork at office- Morgan Stanley is seeking a Client Support professional in California to cultivate client relationships, process requests, and provide guidance on banking products and digital offerings. You will onboard clients, verify information, and coordinate with Financial Advisors...Work at office
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...active Series 66 (or 63/65) license is required or must be...
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...
$32 - $43 per hour
First Citizens Wealth in San Francisco is seeking a Wealth Client Specialist to support Fiduciary Officers and enhance client service. You will handle service-related activities including money movement and account maintenance, while also analyzing market trends and preparing...Hourly pay$130k - $170k
...a highly skilled and experienced Client Advisor to join our team. The ideal... ...player. • Comprehensive knowledge of wealth management industry products and services. • Ability to distill financial... ...individuals and families. Licenses & Credentials • Preferred - CFP...Work at officeFlexible hours$135k - $185k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... .... Series 7, Series 63 license desired with two years of Cannon... ...individuals and families of substantial wealth. Its more than 1,300 employees...Temporary workWork at officeRemote work$27.7 - $41.7 per hour
...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...outstanding client service and operational support to one... ...success of Baird's Private Wealth Management business, where true... ...or Series 63 and Series 65 licenses or be willing to study and obtain...Hourly payWork experience placementWork at office$130k - $175k
...Instagram. Blackstone Private Wealth was established to answer the... ...to these firms and their clients as well as providing ongoing... ...agents, and other third-party service providers relating to client... ...to obtain certain securities licenses if you are in a client facing...Local area- Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets. The role...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses... ...maintain client relationships, ensuring exceptional service and support. Required qualifications include a valid Series 7 license and experience in financial advisory roles....
- A leading global financial services firm is looking for a Financial Advisor to foster strong client relationships and deliver personalized investment solutions. Candidates... ...have at least 2 years of experience, with licenses in Series 7 and Series 66 being mandatory. As part...
- ...investment solutions and fostering a culture of diversity while building client relationships. Ideal candidates have at least two years of financial services experience and must have or obtain relevant licenses. Benefits include comprehensive healthcare and financial coaching....
- Autodesk in San Francisco is seeking a Client Services Specialist fluent in Italian and Spanish to support customers and partners, resolving access, licensing, and account issues while delivering a high-quality service experience. You will use Windows, Microsoft Office,...Work at office
- Client Services Specialist, Italian and Spanish Speaker (French would be considered) As a Client Services Specialist, you will provide frontline... ..., ensuring the timely resolution of product access, licensing, and account issues. You will deliver an exceptional customer...Work at officeRemote workFlexible hoursShift work
- Bank of America in Mill Valley, CA, seeks a dedicated professional to provide exemplary client service and educate clients on the bank's offerings. You will help ensure timely, accurate materials, support relationship building with clients and advisors, and reinforce risk...
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients’... ...referrals and sourcing channels. You will work with specialists to address complex financial needs while guiding clients to self-service options and maintaining strict regulatory...Weekend workAfternoon shift
- A leading financial services firm in California seeks a Private Client Advisor to provide personalized financial planning. In this role, you will build relationships... ...in financial advisory and holds necessary licenses. This position offers competitive compensation and a...
- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This... ...have assessments such as Series 7, 63, 65 licenses, and a background in financial services, along with strong communication and sales skills...
- ...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... ...and advice. A valid and active Series 7 license. A valid and active Series 66 (63/65) license...
- ...you! Farmers Insurance is Growing and Now Hiring a Fully Licensed customer service team member to at an agency. We are looking experienced candidates... ...phones daily. * Provide on-going support to insurance clients as needed. * Issue certificates of insurance and accepts...Work at officeImmediate start
$102.51k - $114.57k
...? As Continuous Improvement Senior Specialist, you’ll support Client Services by driving operational improvements... ...certifications or other professional licenses held; other legitimate, non-... ...employees’ disability and life insurance. Wealth. We offer a competitive 401k with 4...Shift work- A leading financial services firm is seeking a Private Client Advisor in San Francisco, CA. The role involves offering comprehensive financial planning... ...in financial advisory roles and hold relevant licenses. This position emphasizes fostering client trust and digital...
$52.6k - $98k
...Marsh McLennan Agency Description: Client Advisor Our not-so-secret sauce.... ...North America, we combine the personalized service model of a local consultant with the global... ...~ Property & Casualty (P&C) License ~ Client service orientation with balance...Minimum wageLocal areaNight shift$52.6k - $98k
...how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency... ...America, we combine the personalized service model of a local consultant with the global... ...~ Property & Casualty (P&C) License ~ Client service orientation...Minimum wageLocal areaNight shift$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...Summer work
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