Wealth Client Services Associate (Hybrid eligible)
Fisher Investments
Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining quality and timeliness. The role offers an in-office environment with a potential hybrid work-from-home option and extensive internal mentoring to prepare for future opportunities within the organization. #J-18808-Ljbffr Fisher Investments
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate (Hybrid eligible) in Brooklyn, NY vacancy
- Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality...Suggested
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ..., skill set and location. Those in eligible roles may receive commission-based pay... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...SuggestedWork at office
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client... ...the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or...Suggested
JP Morgan Chase
Jersey City, NJ3 days ago - ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...Suggested
JCW Group
Manhattan, NY1 day ago - ...We’re a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated... ...Financial planning, advice and wealth management. Columbia...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Doing Under immediate supervision, Client Services Associate (Registered) assists one or... ...like a start‑up. We are a global wealth management and investment banking firm...Work at officeImmediate start
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will be... ...set and location. Those in eligible roles may receive commission...
JP Morgan Chase
Flushing, NY16 hours ago $20.87 - $27.84 per hour
## Wealth Management Client AssociateApply: Rio Rancho, NM: Arvada, CO: Full... ...administrative and customer service support to Investment... ...policies, procedures, and all associated regulatory requirements -... ...Internet-based employment eligibility verification system operated...Full timeTemporary workLocal areaU.S. Bank
Brooklyn, NY5 days ago- ...Job Description: Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...working from home are still eligible to apply. However, if...Seasonal workWork at officeWork from homeShift workDay shift
National Black MBA Association
Brooklyn, NY2 days ago $25 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...working from home are still eligible to apply. However, if...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftNational Black MBA Association
Brooklyn, NY3 days ago- ...Jersey City, NJ | Full-Time About the Role We’re looking for a personable and organized Client Services Associate to support client relationships, account activity, and day-to-day communication. In this role, you’ll work directly with clients to understand their needs,...Full time
FF Company
Jersey City, NJ4 days ago $77k - $102k
...topics. For nearly 20 years, we’ve helped clients access knowledge on demand from experts,... ...person, and hungry to grow fast , our Associate role at Third Bridge could be your next... ...offering a career launchpad . As a Client Services Associate, you’ll develop the commercial...Work experience placementInternshipWorldwideFlexible hours- ...professionals. Through our unparalleled list of services, incomparable customer support, and... ...Stack’s Bowers Galleries provides every client the opportunity to achieve their... ...environment? We’re looking for a Client Services Associate to join our growing team and be the...Full timeWork at officeFlexible hours
$55k - $60k
Roundabout Theatre Company, the nation’s largest not-for-profit theatre, seeks a Client Services Associate. Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout's...Full timeLive inWork at officeRemote work- The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality...Contract workRemote workWork from homeHome officeFlexible hours
- ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
- ...Client Services Associate Jersey City, New Jersey, United States About the Job Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support...Full timeRemote work
- ...due to a disability, contact this employer to ask for an accommodation or an alternative application process. Registered Client Service Associate Active - Regular full-time Exempt 2810 Johnston, Lafayette, LA, US 1 Attachments 8 days ago Requisition ID: 2742 PURPOSE...Full timeWork at office
- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...New York and our affiliate offices around the globe. Client Service Associate New York, NY Responsibilities Responding to daily investor inquiries...Permanent employmentLocal areaWorldwide
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
$57k
...diversified financial services leader with more than... ...business and institutional clients. We are a longstanding... ...As the Client Support Associate, you'll shadow client... ...most of our roles are eligible for variable pay in... ...planning, advice and wealth management. Columbia Threadneedle...Full timePart timeH1bWork at officeImmediate startWork from homeVisa sponsorship1 day per week- Calander Wealth is seeking an experienced Client Service Specialist to join our team. You will be a primary contact for client service needs, delivering a... ...supporting advisors with pre- and post-meeting workflows. Hybrid environment with in-office Monday-Thursday and remote...Work at officeRemote workMonday to Friday
- Perigon Wealth Management, a fast-growing advisor-led RIA in the U.S., seeks a Private Client Associate to support Wealth Managers with day-to-day operations... ...and high-level client service. You will interact with... ...technology acumen. This hybrid role requires in-office presence...Work at office
- Careers at The First National Bank in Sioux Falls As a Client Experience Associate, you will support the delivery of Wealth Management services to ensure client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships....Temporary workWork at office
- ...Type: On-site Sales and Service Associate Bklyn Williamburg The... ...Emphasis is placed on identifying clients’ needs and delivering... ...temporary employees are not eligible for these benefits. Important... ..., if necessary. Our hybrid work model benefit applies to...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hoursNight shift
Banco Popular Puerto Rico
Brooklyn, NY1 day ago - ...Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family... ...with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination with advisors. The role emphasizes...Work at office
Rockefeller Financial
Brooklyn, NY2 days ago $16 per hour
**This is a hybrid position. Work from home status is only granted... ...-leading platform is a full-service contact center in Fort Lauderdale... ...with customers Informs clients by explaining procedures; answering... ...our post-pandemic workplace Eligible for Medical, Dental, and...Hourly payCasual workWork at officeWork from homeFlexible hoursShift work- Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and deliver concierge-level service to high net‑worth clients. The role focuses on building client relationships, resolving...
- ...Description Summary Snowpine Wealth is an independently... ...a highly personalized client experience. Small yet... ...are seeking a Client Service Advisor who... ...independent branch and all RJFS associates at this branch are... ...commissions. This position is eligible for a benefits package...For contractorsWork experience placementWork at office
- ...Transaction Advisory Services - Senior Associate Job Category : Transaction Adv Services Requisition... ...collaborate on meaningful work with clients in a variety of industries and work together... ..., Denver, and Dallas and supports a Hybrid work schedule. Equal Opportunity...Full timeLocal areaImmediate start
Bennett Thrasher
Brooklyn, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate (Hybrid eligible). Be the first to apply!
Related searches
- client success associate Brooklyn, NY
- client relationship associate Brooklyn, NY
- client services associate Brooklyn, NY
- client account associate Brooklyn, NY
- client solutions associate Brooklyn, NY
- senior service associate Brooklyn, NY
- health services administrator Brooklyn, NY
- information technology and services consultant Brooklyn, NY
- card services specialist Brooklyn, NY
- guest services associate Brooklyn, NY