Wealth Management Client Relations Specialist
$33.28k - $90kMorgan Stanley
Morgan Stanley is seeking a Client Relationship Analyst in New York City to provide exceptional service and support to Financial Advisors and clients. The role entails building trusted relationships, managing client interactions, and assisting with administrative tasks. Candidates should possess strong interpersonal and organizational skills, exhibit detail orientation, and be proficient in Microsoft Office applications. A high school diploma is required, with a college degree preferred. The expected base pay is between $33,280 and $90,000 per year. #J-18808-Ljbffr Morgan Stanley
- ...The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years... ...advisors with preparation, and processing account-related tasks. Candidates must have a BA degree and be adept...SuggestedWork at officeRemote workFlexible hours
- Assistant Relationship Manager (Officer) Apply (opens... ...with Citi Citi Global Wealth (CGW) brings together... ...entire continuum of wealth clients, from affluent to... ...to banker or product specialist. Perform responsibilities... ...in service related process improvements....SuggestedFull timeTraineeshipWork at officeWorldwide
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships... ..., family wealth, tax considerations, and other related areas. A self-confident, proactive professional...Suggested
$45k - $55k
...Elevation Wealth Partners is seeking a motivated and detail-oriented Client Service Associate to join their team. This role supports wealth advisors and ensures a seamless experience for clients. The ideal candidate should have strong organizational skills, a customer-...SuggestedRemote work$80k - $104k
MSCI is seeking a Junior Sales Specialist in New York to support business development objectives within the Wealth Management Sales & Business Development team. The role involves... ...support, market intelligence analysis, and client engagement. Ideal candidates will possess...SuggestedFlexible hours- ...Private Wealth Internal Sales, Associate New York... ...alternative asset management firm, founded in San Francisco... ...investment specialists to contribute to the team... ...contact with intermediary clients and prospects acting... ...all client / prospect related activity on a daily basis...
$119.56k - $183.68k
...passionate and above all fun. FIS' wealth management business provides a holistic wealth platform... ...more profitably, connect with their clients and grow their business. Customers have... ...by additional factors, including job-related skills, experience, and relevant education...Full time- Stifel is seeking a Client Services Associate to provide support to Financial Advisors by... ...administrative duties. The role involves managing client records and ensuring exemplary customer... ...Diploma and have at least 2 years of related experience, along with proficiency in...Work at office
- Goldman Sachs is seeking Wealth Management Professionals in New York, NY to enhance client relationships through exceptional service and operational support. Candidates should have a Bachelor's degree and 1-3 years of experience in the financial industry, strong communication...
- Citizens is seeking a Wealth Manager Client Service Associate (CSA) in New York, NY. The CSA will provide essential support to Wealth Managers by onboarding and servicing new and existing clients. This includes building strong relationships with high net worth clients and...
- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account administration, and ensuring compliance while supporting financial advisors. Candidates should have...Remote work
$80k - $95k
...Blue Owl is a leading asset manager that is redefining alternatives... ...part of our Private Wealth team and tasked with preserving... ...facilitate the needs of our clients, and optimize the Market Team... ...Bachelor's degree with 1-3 years of related experience preferred. FINRA...Permanent employment$100k - $115k
...Guggenheim Investments is seeking a self-motivated individual to join its Client Service Support team in New York City. This role involves onboarding separately managed accounts and coordinating workflows internally. Candidates should have an undergraduate degree, 5+...$55k - $59k
...A healthcare solutions provider is seeking a remote Client Relations Coordinator to manage client communications in a healthcare education online platform. Responsibilities include handling incoming calls and emails, troubleshooting issues, and maintaining records. Ideal...Full timeRemote work- ...growing organization for professional women is seeking a Client Services Coordinator to manage client relationships and conduct interviews. This... ...professional experience, preferably in sales or client relations. The successful candidate will build rapport with clients...Full timeRemote work
- ...leading, highly diversified global investment manager with approximately $55 billion of assets... ...of approximately 2,000 institutional clients and private investors worldwide across a... ...LatAm, Internal Sales Associate, Private Wealth Solutions About the Position The...Permanent employmentWork experience placementWork at officeLocal areaWorldwide
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
$66.36k
...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to...- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...
$70k - $90k
...Sales Executives, Wealth Management Technology Position to fill: Sales Executives, Wealth Management Technology Industry: Data management... ...: NYC Salary range: US $70-90k base + equity. Our client is a growing FinTech startup in the Big Data and Analytics space...- ...for gathering and analyzing client KYC information within the Investment... ...and evaluate negative news related to clients • Ensure UBS has... ...a process • Ideally have management experience, including... ...is a leading and truly global wealth manager and the leading universal...Flexible hours
$100k
...seeking a Regional Vice President of Sales to focus on high-net-worth prospects in the Southeast Region. You will present our wealth management solutions, supported by a dedicated sales team. The role offers a commission-first compensation structure with base pay starting...- Star Laundry is hiring a Client Relations Associate in New York, NY. This full-time, on-site role focuses on delivering exceptional service to clients by addressing inquiries, resolving issues, and managing client relationships. The ideal candidate will possess strong interpersonal...Full time
$90k
...of performance for our clients through multiple... ...people provides asset management and advisory services... ...objective advice on long‑term wealth building and create... ...products that deliver value relative to market‑based... ...motivated Client Service Specialist (CSS) to join our...Work experience placementImmediate start- Jefferies is seeking a Client Service Associate (CSA) in New York to support Financial Advisors and Relationship Managers. The role involves serving as a primary point of contact for clients, handling account transactions and operational support, and ensuring compliance...
- Asset & Wealth Management: This role resides in the Retirement Solutions business within the Client Solutions Group of Goldman Sachs Asset Management (GSAM). The Retirement Solutions team is responsible for client commercial strategy, on‑going relationship management and...
$135k - $145k
...largest alternative asset manager. We seek to create... ...Instagram . Private Wealth Solutions was... ...these firms and their clients and provides ongoing product... ...The Internal Sales Specialist will partner with External... ...all client/prospect related activity on a daily basis...Work experience placementWork at officeLocal areaFlexible hours$90k
...Client Service Specialist (NY) MIO Partners Inc. (MIO) is a global, world-class... ...250 people provides asset management and advisory services to current... ...advice on long-term wealth building and create distinctive... ...that deliver value relative to market-based benchmarks....Work experience placementWork at officeImmediate start- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise supports a wide range of clients, from those just starting to save to those with significant wealth. You provide...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide...
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