Wealth Client Services Specialist
Neuberger
Neuberger Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while coordinating with Wealth Advisors, Portfolio Managers, and Operations to ensure precise, timely processing. The role requires strong communication, multi-tasking, and knowledge of wealth management products; a Series 7/66 license is required within 180 days. #J-18808-Ljbffr Neuberger
$38 - $46 per hour
...Senior Wealth Client Specialist At First Citizens Bank, we help clients pursue their ambitions at every stage of life. From life's biggest... ...family office clients. The position has responsibility for all service-related activities such as money movement, distributions,...SuggestedHourly payWork at office- Focus Partners Wealth is seeking a Client Service Specialist to deliver solutions-oriented service to advisory teams and clients. You will act as the primary contact for operational requests, ensuring timely execution and excellent client care. The role blends teamwork...SuggestedWork at officeRemote work
- 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
$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- Focus Partners Wealth is seeking a Client Service Specialist to join our team. The role focuses on delivering solutions-oriented service to advisory teams and clients, acting as the primary contact for all operational requests and ensuring timely execution. Hybrid work...SuggestedWork at office3 days per week
- Futu US Inc. seeks a Premier Client Service Specialist (Bilingual) to manage relationships with high-net-worth clients, delivering white-glove service... ...3+ years in financial services with private banking or wealth management background, and hold Series 7 & 63 licenses. #J...
- J.P. Morgan Wealth Management in Queens, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals... ...ethical standards. The role emphasizes client-centric service, ongoing education for clients on digital tools,...
- 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 owning... ...budgeting and planning summaries, and support wealth strategies across investments. Strong communication...
- JPMorgan Chase & Co. in New York seeks a Client Specialist—a sophisticated wealth expert who focuses on creating new wealth relationships and deepening... ...high level guidance and to market JPMorgan Chase wealth services. You will lead business development from bank referrals...
- Job Description Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering...Work at officeRemote work2 days per week
$75k - $90k
## Client Service SpecialistApplyremote type: Partially Remotelocations: New York, New Yorktime type: Full timeposted on... ...JR100060**Job Description Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates...Work at officeLocal areaRemote work2 days per week$85k - $110k
Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch Advisors Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. We serve individuals, families, and business owners through comprehensive...Private practiceWork at officeLocal areaShift work$70k - $120k
...stands at the forefront of financial services, housing two SEC registered broker-dealers... ...through a digitized brokerage and wealth management platform that is designed to... ...with confidence and innovation. Premier Client Service Specialist (Bilingual) Office Location: Dallas,...Contract workWork at office- ...personalized investment solutions to your clients by relying on leadership and relationship... ...Advisor role or equivalent financial services experience Demonstrated success in client... ...families As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...Keepers, and Third-Party Administrators in the Individual Investor Services Savers Department. This role requires the candidate to handle... ...with all the necessary internal departments to resolve client requests or answer any inquiries related to their account activity...Remote jobMonday to FridayShift workWeekday work
- Equitable Advisors in New York seeks a Wealth Management Associate to develop client relationships, support portfolio discussions, and contribute to financial planning efforts in a fast-paced environment. This full-time role requires a Bachelor's degree, FINRA licensing...Full time
$235k - $420k
...Job Description Job Description Private Wealth Services Associate Location: New York, NY Work Arrangement: Onsite Experience... ...sophisticated estate and tax planning strategies. Counsel clients on gift, estate, and generation-skipping transfer tax matters...Temporary workWork at officeFlexible hours- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast...
$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...- ...Aogarciaagency is seeking a motivated remote professional to conduct virtual consultations, assess client needs, and educate families on financial solutions. You will build ongoing client relationships through regular check-ins and handle related administrative tasks...Remote workFlexible hours
- ...Fleet Services Coordinator IICox Fleet keeps your fleet moving!Headquartered in Indianapolis, Cox Fleet has grown to become one of the largest fleet maintenance companies in the country.Cox Fleet is the leading provider of on-site mobile maintenance and repair services...Currently hiring
$65k - $75k
...Client Concierge Specialist Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don't go as planned. We are not just here to respond quickly; we are here to help clients and...Work at officeWork from home- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...
- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra... ...effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...
$175k - $225k
Location New York Business Area Sales and Client Service Ref # 10053641 Description & Requirements Quantitative investment and research workflows... ...Bloomberg data and analytics. The Senior Client Quant Specialist team works closely with Bloomberg clients to demonstrate how...Temporary workFor contractorsWork experience placementWork at office- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday
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