Wealth Services Support & Client Success Specialist
Flagstar Bank
Flagstar Bank in Bellerose, NY is seeking a Wealth Services Sales Support & Service Specialist to provide administrative support to Financial Consultants. You will assist with client appointments, service inquiries, and reporting to track progress toward goals. The role requires strong organizational and communication skills, attention to detail, and the ability to work with licensed and non-licensed bankers. Prior investment/insurance admin experience is preferred. #J-18808-Ljbffr Flagstar Bank
$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...Suggested- Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain...Suggested
- The Contract Specialist Team sits within J.P. Morgan Asset Management's Client Service organization, leading timely,... ...RFP-related contract support, and ad hoc requests—... ...directly linked to our success. We are an equal... ...VeteransJ.P. Morgan Asset & Wealth Management delivers...SuggestedContract work
$85k - $110k
...Description Job Description Client Service Specialist Iron Birch Advisors |... ...Advisors is a private wealth advisory practice of Ameriprise... ...who can provide high-level support to our advisors while... ...efficiency. What Will Make You Successful Exceptional follow-...SuggestedPrivate practiceWork at officeLocal areaShift work- LPL Financial is seeking a Client Service Associate to provide administrative support to an advisor or team of advisors, helping maintain client service quality. The role requires strong attention to detail, excellent customer service skills, and superb written and verbal...SuggestedRemote job
$70k - $90k
...them to preserve their wealth for future generations,... ...your contributions and supports your growth, we would like... ...contact for ingesting client requests Coordinate... ...quickly) Customer service background preferred... ...individual and company success. We are committed to fully...Permanent employmentTemporary workWork at officeFlexible hours$28.85 - $36.06 per hour
Client Service Specialist Neill Wealth Partners | Philadelphia, PA | Full-Time | In Office About Neill Wealth... ...This is more than an administrative support role. The Client Service Specialist... ...comfortable taking initiative. The successful candidate will be someone who can...Hourly payFull timePrivate practiceWork at officeLocal areaFlexible hours- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically... ...JPMorgan Chase wealth services to best meet the objectives... ..., mental health support, financial coaching and more... ...are directly linked to our success. We are an equal opportunity...
- ...programs offer an artistic and creative environment where sales, client services, class coordination, and education come together. We are seeking a **Freelance Sales & Client Success Specialist** to support prospective and existing students from initial inquiry through...Base plus commissionFor contractorsFreelanceImmediate startRemote work10 hours per weekWeekday work
- Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires... ...complex budgeting and planning summaries, and support wealth strategies across investments. Strong communication...
- ...development program Job Summary The Client Success Specialist (CSS) owns client outcomes and the long... ...identify performance risks, service gaps, and emerging issues through data... ...Management, Operations, or a related role supporting complex or enterprise-level clients....Live inLocal areaRemote work
- ...Client Success Specialist Job Type: Remote Schedule: Flexible / Part-Time or Full-Time Location... ...receive timely and professional support. Training and guidance will be provided... ...platforms - Previous customer service client success sales or administrative...Full timePart timeRemote workFlexible hours
- ...Portfolio Administrator & Client Service Specialist Location: New York, NY We’re partnering with... ...three-person team, this individual will support client onboarding, portfolio... ...operations experience within private wealth management, an RIA, or an investment management...Full time
- ...brought turnkey solutions to clients for over 45 years. Metergy... ...administrative charges for the services provided. The business model... ...individuals feel valued, supported, and inspired to grow, incredible... ...Summary The Client Success Specialist will be an integral part in...Hourly payWork experience placementSummer holidayImmediate startRemote workFlexible hours
- ...Your Future. The most successful financial advisors don... ...(FAF), a leading wealth management firm within... ...practice, develop meaningful client relationships, and... ..., resources, and support necessary to help ambitious... ...in the Financial Services industry · Active LAH...Full time
$153.6k - $207.8k
...position is part of the AWS Specialist and Partner Organization (ASP... ...fastest growing businesses, servicing millions of customers in... ...a Service (CCaaS) Customer Success Specialist for Amazon Connect... ...working culture. When we feel supported in the workplace and at home...Flexible hours- ...Travel Client Success Specialist (Remote) Were looking for motivated professionals who enjoy creating... ...client questions and provide ongoing support Maintain organized client records... ...Looking For Excellent customer service skills Positive attitude Strong...Full timeRemote workFlexible hours
$20 - $26 per hour
...West Bank has served as a pathway to success. With over 110 locations across the U.... .... Overview We are currently seeking a Client Service Specialist in our C&I/Structured Finance banking... ...with and provide service and portfolio support to Relationship Managers and Portfolio...Work at officeFlexible hours$21 - $28 per hour
...exceptional pieces to inspiring clients to express and celebrate the... ...of our future. The Client Success Specialist is a pivotal role that is... ...an exceptional after-sales service experience, upholding the unparalleled... ...personalized and proactive support. Understand individual...Work at office- TouchCare is seeking a Client Success Associate who will support employer clients and coordinate deliverables across the customer lifecycle. You will work... .... This remote role emphasizes organization, proactive service, accurate documentation, and data-driven insights to...Remote job
- Pavago is seeking a proactive Client Success Specialist to support professional clients, mainly attorneys, in a remote podcasting and content production service. You will guide clients from onboarding through ongoing production, ensuring a smooth experience, resolving...Remote job
$35k - $55k
Overview We are seeking a proactive and detail-oriented Client Coordination Specialist to support travel-related services and client requests. This role focuses on... ...consistent coordination process Key Strengths for Success Strong organization and time management skills...Remote jobWork at office£26.12k - £26.74k per year
Customer Service Advisor Start Date: 2nd November 2026 Location: Billy... ...Are you someone that has a wealth of life experience which... ...skills to succeed in a Payment Support role with EE. Why not use your... ...here to support you in being successful, meaning we'll do everything...Permanent employmentFull timeContract workCasual workLocal areaImmediate startWork from home$34 - $40 per hour
...decades. The largest transfer of wealth in human history. If you’re... ...In your role as an Advanced Services Representative, you will be... ...energizing, and designed to fully support high-performing teams. What... ...escalated customers and successfully de-escalating them Familiarity...Hourly payWork at officeRemote workFlexible hoursShift workNight shiftDay shift3 days per week$300 per month
...Across our family of brands, we support nonprofits, trade... ...from Tradewing's product and services. The ideal candidate is an excellent... ...communication channels Help clients understand and effectively use... ...jobs. If being involved in the success of nonprofits is something...Zero hours contractLive inWork from homeWeekend work- Brynson is seeking a Client Success Coordinator to support onboarding, audits, and vendor coordination for its SaaS and managed services teams. You will work directly with clients and partners, keeping projects moving and ensuring accurate account information across systems...Remote job
$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. Responsibilities... .... The ideal candidate has extensive experience in wealth management, particularly with RIA custodians....Remote jobWork at office$38.3k - $61.6k
B2B Sr. Customer Service Representative - Remote Remote, USA Come... ...addition to programs & benefits in support of your well-being.... ...paths. Learn: Have access to a wealth of learning resources, including... ...and innovators. As successful as we’ve been in the past, we...Full timeH1bWork at officeLocal areaRemote work- We're looking for an experienced client services professional to become the first point of contact... ...and properly structured. The successful candidate will have the opportunity to:... ...applying, please ensure Wise operates and supports local bank transfers in your country of...Local areaImmediate startRemote work
- ...is in search of an exceptional Junior Client Success Specialist . About RainFocus RainFocus cares about... ...2A) artifacts. Additionally, you will support CSM operations by conducting routine... ...experience in an analytical, customer service, or administrative role. Technical Skills...Remote jobWork at office
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