Wealth Client Service Specialist
Morgan Stanley
A leading financial institution in New York is seeking a Registered Client Service Associate to provide exceptional support to clients and Financial Advisors. This full-time role requires strong interpersonal skills and the ability to manage client transactions and inquiries efficiently. The position promises growth opportunities within a dynamic team dedicated to client satisfaction and service excellence. #J-18808-Ljbffr Morgan Stanley
- ...NB Private Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while liaising with Wealth Advisors, Portfolio Managers, and clients. The role requires...Suggested
$34 - $43 per hour
...First Citizens Bank, we help clients pursue their ambitions at every... ...small, our First Citizens Wealth team delivers banking, investment... ...supports bank products and services in the execution of daily... ...guidance to less experienced specialists in the work group. Responsibilities...SuggestedHourly pay- J.P. Morgan is hiring a Private Client Investment Associate in New York, NY, to support Wealth Management Advisors. Responsibilities include operational requests, client relationship management, and engagement in risk management. Ideal candidates will hold a Series 7 license...Suggested
- J.P. Morgan is seeking a Private Client Investment Associate to provide exceptional client service and operational support within Wealth Management. In this role, you will interact with clients, assist Advisors in managing their book of business, and engage in critical...Suggested
$70k - $125k
N10 Assets is looking for a Client Service Associate in New York, New York to enhance client relationships and support both N10° Wealth and N10° Assets. The ideal candidate should possess excellent organizational skills, attention to detail, and a strong understanding of...Suggested$80k - $100k
Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong...Remote job- A leading global financial services firm in New York seeks a Client Specialist to enhance client wealth relationships and introduce wealth services. The ideal candidate has over 7 years in wealth management, holds Series 7 and 63 licenses, and demonstrates strong sales...
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...Work at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and tailored... ...and manage investments, while upholding a culture of integrity and client-first service. #J-18808-Ljbffr JPMorganChase
$70k - $90k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 1...Work experience placementLocal area$75k - $90k
...Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering...Work at officeLocal areaRemote work2 days per week$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office- Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support. The role emphasizes CRM reporting, account updates, and coordination between operations...
$75k - $105k
Aldrich is seeking a Senior Client Services Specialist, Family Office to support ultra-high-net-worth client relationships in a remote work setting... ...service. The ideal candidate has extensive experience in wealth management, particularly with RIA custodians. Aldrich offers...Remote jobWork at office- KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients... .... The ideal candidate will possess a commitment to client service and demonstrate integrity while helping clients achieve their financial...
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth Management - Private... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Full time
- ...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... ...Overview As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...team of 120+, serving over 400 clients, including several of America... ...for a Client Implementation Specialist to lead onboarding for... ...management, implementation, client services, or consulting Self-starter... ...Points If You: Have worked in wealth management, private funds, a...Full timeWork at officeRelocation
- ...Morgan Chase, we are committed to helping our clients, caring for our employees, building... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...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...
- J.P. Morgan Wealth Management - Private Client Advisor - Jackson Heights, NY Location: Jackson Heights, NY, United States. Schedule: Full time. Job... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,...Full time
- ...strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an... ...It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial...Worldwide
$50k - $60k
...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 leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role involves building strong relationships, offering personalized investment solutions, and educating clients on technology...
$34 - $43 per hour
First Citizens Wealth in New York is seeking a Banking Sales Support Specialist to assist with daily sales activities and client support. The role involves identifying sales opportunities, preparing documentation, and ensuring client satisfaction throughout the sales process...Hourly pay- JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families. You will build client relationships, grow a book of business, and leverage digital...
$30 - $40 per hour
...Listings Project LLC is seeking a Client Services Associate who will be the first point of contact for clients. This full-time role is primarily remote with in-person meetings in New York City. The ideal candidate will exhibit exceptional interpersonal skills and contribute...Hourly payFull timeRemote work$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Service Specialist. Be the first to apply!
- insurance customer service advisor New York, NY
- senior customer service advisor New York, NY
- customer service representative hiring New York, NY
- customer service representative data entry New York, NY
- customer associate New York, NY
- customer service representative 1st shift New York, NY
- customer service merchandiser specialist New York, NY
- customer retention representative New York, NY
- customer happiness specialist New York, NY
- customer advisor New York, NY

