Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Wealth Client Services Specialist

Bank of America

Bank of America is looking for a Client Service Associate to support Financial Advisors and enhance client relationships. You'll be responsible for delivering accurate client materials and ensuring high-quality service. The ideal candidate will possess FINRA certifications and demonstrate advanced industry knowledge, a client-centric approach, and strong communication skills. This role requires adaptability and proficiency in Microsoft Office and Salesforce. Join a leading firm in wealth management with opportunities for professional growth. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Services Specialist in Florida, NY vacancy
  • A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and... 
    Private client

    Ascendo Resources

    Florida, NY
    14 hours ago
  • Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period... 
    Private client
    Work at office

    Ascendo Resources

    Florida, NY
    14 hours ago
  • First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury...  ...advising clients on managing their wealth, connecting them across various...  ...experience in Private Banking or Financial Services and a Bachelor's Degree. This position... 
    Private client

    First Horizon Bank

    Florida, NY
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Investment Associate to provide operational marketing support and client services within Wealth Management. This role involves facilitating operational requests, maintaining client relationships, and engaging in risk management... 
    Private client

    Fairygodboss

    Florida, NY
    1 day ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong...  ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Private client

    JPMorgan Chase & Co.

    Florida, NY
    5 hours ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...  ...years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,... 
    Private client

    Fairygodboss

    Florida, NY
    4 days ago
  •  ...leading financial institution in New York is seeking a Client Process Manager to drive new business development and...  ...ideal candidate will have over 12 years of experience in private banking or complex financial services, exceptional interpersonal skills, and the ability to... 
    Private client

    Bank of America

    Florida, NY
    3 days ago
  • A leading global financial services firm seeks a Private Client Advisor in New York to provide personalized investment solutions and comprehensive financial planning. Ideal candidates have over 2 years of experience, strong client relationship skills, and necessary financial... 
    Private client

    JPMorgan Chase & Co.

    Florida, NY
    14 hours ago
  • A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. With at least 2 years of experience in financial advising, you will build client relationships and champion a culture dedicated to... 
    Private client

    JPMorganChase

    Florida, NY
    14 hours ago
  • Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely... 
    Private client
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  • JPMorgan Chase & Co. in New York is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This position focuses on delivering exceptional client experiences, fostering a culture of diversity, and educating clients on available technology... 
    Private client

    JPMorgan Chase & Co.

    Florida, NY
    4 days ago
  •  ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This...  ...least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition,... 
    Private client

    Aumni

    Florida, NY
    2 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,...  ..., 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... 
    Private client

    Chase

    Monroe, NY
    1 day ago
  • $52k - $65.2k

    BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client... 

    BNY

    Florida, NY
    4 days ago
  • A leading staffing and consulting firm is seeking a Client Service Representative II to support clients in the Banking Industry. The role involves...  ...should have over 3 years of client service experience in Wealth Management and be comfortable multitasking in a fast-paced... 
    Contract work
    Work at office

    Insight Global

    Florida, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Client Associate to join their Wealth Management team in New York. In this role, you will assist Financial Advisors and provide personalized solutions to ultra-high net worth clients. Your contributions will directly impact clients' financial... 

    JPMorgan Chase & Co.

    Florida, NY
    4 days ago
  • JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors to ensure a personalized wealth management experience, focusing on building strong client... 

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  • Popular is looking for a Private Banking Service Officer to support Private Bankers in the Wealth Management and Private Banking division. This role involves managing client transactions and providing high-quality service while building strong client relationships. Candidates... 
    Private client
    Work at office

    Popular

    Florida, NY
    4 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions...  ...client relationships and working with individuals at various wealth levels. Key responsibilities include building a book of... 
    Private client

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  •  ...building and maintaining high-net-worth client relationships across banking, lending, and...  ...client relationships, providing exceptional service that exceeds expectations Look for ways...  ...understanding of investments, wealth planning, credit and banking concepts Required... 
    Private client
    Temporary work
    Work at office
    Immediate start

    JPMorganChase

    Florida, NY
    1 day ago
  • JPMorgan Chase is hiring a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions. You'll engage with clients at various wealth levels, fostering relationships and enhancing their investment experiences. Key responsibilities... 
    Private client

    JPMorgan Chase

    Florida, NY
    2 days ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees,...  ...extraordinary customer service while maintaining a strong commitment...  ...meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... 
    Private client
    Full time

    JPMorgan Chase & Co.

    Florida, NY
    1 day ago
  • A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients in achieving their financial goals, from those just starting to save to high-net-worth individuals. Key responsibilities... 
    Private client
    Full time

    JPMorganChase

    Florida, NY
    1 day ago
  •  ...and delivering for our clients, teammates, communities...  ...preferences, and overall wealth strategy, being responsive...  ...Skills 12+ years of private banking or complex financial services experience OR equivalent...  ...identify the need for team specialists; collaborate closely... 
    Private client
    Work at office
    Shift work
    Day shift

    Bank of America

    Florida, NY
    3 days ago
  •  ...Identification 210714269 Job Category Wealth Advisory Business Unit...  ...team as a Vice President, Private Wealth Planner. In this high‑...  ...will partner with advisors and clients to deliver holistic, goals‑...  ...collaboratively with an integrated client service team to provide clients with... 
    Private client
    Full time
    Work at office

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  • Popular Private Client Service We are currently looking for a PRIVATE BANKING SERVICE OFFICER to support Private Bankers and the Wealth Management and Private Banking division generally serving as the primary point of contact for all service related needs and administrative... 
    Private client
    Work at office

    Popular

    Florida, NY
    4 days ago
  • $50 - $60 per hour

    Join to apply for the Private Client Advisor role at DataAnnotation . We are looking for a Private Client Advisor to join our team to train...  ...are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-... 
    Private client
    Hourly pay
    Full time
    Contract work
    Part time
    Remote work

    DataAnnotation

    Florida, NY
    2 days ago
  •  ...for a Relationship Manager to build and maintain high-net-worth client relationships across banking, lending, and investments. This...  ...The ideal candidate will have at least five years in financial services, a proven track record in relationship building, and necessary... 
    Private client

    JPMorganChase

    Florida, NY
    14 hours ago
  • A financial services firm in the United States is seeking a Tax Senior Associate to manage tax compliance and consulting engagements for high-net-worth clients. You will mentor staff, review complex tax returns, and provide strategic tax planning services. A Bachelor's... 
    Private client

    Acgdept

    Florida, NY
    4 days ago
  • JPMorganChase is looking for a professional to manage high-net-worth client relationships across various banking services in the Town of Florida, New York. This role involves developing new client relationships, providing exceptional service, and ensuring clients' needs... 
    Private client

    JPMorganChase

    Florida, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Wealth Client Services Specialist. Be the first to apply!