Wealth Client Specialist: Elevate Service & Solutions
$36.4 - $41.85 per hourFirst Citizens Wealth
First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves managing client interactions, preparing documentation, and performing data analysis to enhance service quality. Ideal candidates will hold a Bachelor's Degree or equivalent experience in banking or customer service. The position offers competitive hourly pay between $36.40 and $41.85 based on experience and skills. Benefits include a comprehensive rewards program tailored to associates' needs. #J-18808-Ljbffr First Citizens Wealth
$36.4 - $41.85 per hour
...Citizens Bank, we help clients pursue their ambitions... ..., our First Citizens Wealth team delivers banking,... ...insurance, and many more solutions that support the... ...most. The Wealth Client Specialist (WCS) role supports Wealth... ...for all service-related activities such...SuggestedHourly payWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Boston, Massachusetts. In this role, you will offer comprehensive financial... ...a book of business and delivering personalized investment solutions. Candidates should have at least 2 years of financial advisory...Suggested
$90k - $157.5k
...prototype, and help operationalize AI-driven solutions across the wealth management lifecycle. You will... ...that shape the future of wealth services. Key Responsibilities * Explore cutting... ...and profitability. We keep our clients at the heart of everything we do, and...SuggestedTemporary workFlexible hours- A financial services firm is seeking a Senior Client Service Associate in Boston, MA, to manage daily operations and provide tailored support for high-... ...management and over a decade of experience in private wealth services. Candidates should hold a Bachelor’s degree, with...SuggestedWork at office
- A leading imaging solutions provider is seeking a dedicated Sales Representative to enhance customer engagement and drive business growth. The ideal candidate will have over five years of experience in sales and technical equipment, preferably in the imaging industry. Responsibilities...Suggested
$59k - $125k
...development in Boston, MA. This role involves managing client relationships and providing tailored solutions in a fast-paced financial environment. The ideal... ...'s degree, 2-4 years of experience in financial services, and a solid understanding of the marketplace. The...- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...to offer the best investment solutions to meet their financial needs... ...Client Advisor in Chase Wealth Management, you will offer comprehensive...
$80k - $90k
CAPTRUST is seeking a Senior Client Management Associate to assist Client Management Consultants in providing excellent client service. Responsibilities include delivering service to clients... ...degree and 3+ years of experience in Wealth Management. Located in Boston, this...- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...to offer the best investment solutions to meet their financial needs... ...Advisor in J.P. Morgan Wealth Management, you offer comprehensive...Local area
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...to offer the best investment solutions to meet their financial needs... ...Advisor in J.P. Morgan Wealth Management, you offer comprehensive...Local area
$85k - $100k
...we looking for? CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.... ...families. The candidate also recommends solutions to moderately complex problems with extensive...Temporary workWork experience placementWork at officeLocal areaFlexible hours- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...to offer the best investment solutions to meet their financial needs... ...Client Advisor in Chase Wealth Management, you will offer comprehensive...
$18.17 - $34.62 per hour
...Job Description U.S. citizenship required due to client contracts. Position must be performed on U.S. soil. Ability to obtain... ...MO Nashville, TN Overview As an Associate Customer Service Solution Analyst within Oracle Health Support, you will serve as the first...Hourly payTemporary workWork at officeImmediate startFlexible hoursNight shiftDay shift- ...various marketing and operational tasks within the investment and wealth management division. The ideal candidate will have strong... ...excellent communication abilities. Responsibilities include scheduling, client interaction, maintaining records, and preparing reports. This...Work at office
$120k - $202.5k
...principals to power next-generation wealth management solutions. You will operate at the intersection... ...integrate data platforms with APIs, services, and AI/ML workflowsEvaluate and recommend... ...and profitability. We keep our clients at the heart of everything we do, and...Temporary workFlexible hours$68k - $120k
...Director of Business Strategy based in Boston, MA. In this senior-level role, you will provide exceptional service to financial advisors and teams, enhance client relationships, and lead the development and execution of business strategies. Qualified candidates should have...$80k - $100k
...Deep Sector Implementation Specialist FactSet creates flexible... ...open data and software solutions for over 200,000... ...we treat each other, our clients, and our communities. We... ...expectations. The Dealmakers and Wealth Implementation and Professional Services team is seeking an...Work experience placementWorldwideFlexible hours$103.6k - $189.7k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and... ...and formulate client-centric solutions that comply with relevant laws...Summer holidayWork at officeLocal areaFlexible hours- ...A leading financial firm is looking for a Client Service Associate in Boston to enhance client relationships and support financial services. The ideal candidate will have several years in the industry, strong communication skills, and a deep understanding of financial...Full time
- ...A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong...
- ...what the day-to-day looks like? Here’s what this career entails: Engaging with Potential Clients. No cold calling, speak with people who are already interested in our solutions. Providing Real Solutions. You’ll help clients find the right financial products,...Start working todayRemote workFlexible hours
- ...provide production and technical support for Wealth Management solutions. This hybrid role based in Wakefield, MA, emphasizes client interaction and excellent problem-solving... ...support cases, and contribute to improving service procedures. Ideal candidates will have a BA...
- ...seeking a Software Support Analyst to provide technical support for their maritime shipping software. The role involves troubleshooting client issues and engaging with customers via various communication methods. The ideal candidate will have 0-3 years of relevant...
$70k - $80k
...Customer Success Manager who will act as a strategic partner to our clients: owning product adoption, driving measurable outcomes, and... ...business objectives, and remain engaged advocates of Validity’s solutions. As a key member of our Customer Success team, you will...Work at officeLocal area3 days per week- J.P. Morgan Chase is seeking a Private Client Advisor in Boston, MA to provide comprehensive financial planning and investment solutions. You’ll be responsible for building and managing client relationships while offering tailored advice and support. The ideal candidate...
- J.P. Morgan in Boston is seeking a Community Private Client Advisor to provide comprehensive financial planning and advice. The role... ...engaging with the community, building personalized investment solutions, and fostering client relationships. Ideal candidates should have...
$52k - $85k
BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction-related issues, and maintain strong client relations. A Bachelor's degree and 0-2 years of experience are preferred....$83k - $104k
Citizens Bank is seeking a Citizens Private Client Relationship Manager in Boston, MA. This role involves acquiring and managing high-net... ...personalized financial strategies, and collaborating with Wealth Advisors. Candidates should have 3-5 years of relevant experience...$60k - $65k
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years...Work at office$140k - $144.2k
Tech & AI Technical Client Delivery Specialist - Source AI Job ID: 108087 Atlanta Boston... ...sourcing with an innovative and tailored solution. You will work in a client-facing,... ...dental and vision coverage, telemedicine services, life, accident and disability...Hourly payApprenticeshipWork at officeEasy work
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