Wealth Client Services Specialist
$80k - $100kNeuberger
Neuberger, based in San Francisco, is seeking a Client Associate / Senior Client Associate to deliver top-notch operational support and client service. This role involves liaising with wealth advisors and assisting with a high-net-worth client portfolio, ensuring comprehensive management of client accounts and interactions. The ideal candidate will have a strong background in client service, 2+ years of related experience in the financial services industry, and relevant qualifications including Series 7 and 66 licenses. The position offers a salary range of $80,000 to $100,000, dependent on qualifications and experience. #J-18808-Ljbffr Neuberger
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in San Francisco, CA vacancy
$32 - $43 per hour
...a team dedicated to helping clients build stronger financial futures... ...investments, insurance, and wealth planning, the First Citizens... ...we serve. The Wealth Client Specialist (WCS) role supports Fiduciary... ...position has responsibility for all service‑related activities such as...SuggestedHourly payWork at office- A well-established financial services firm is seeking a Client Service Representative to act as the primary point of contact for clients. The role involves managing client communications and account administration while maintaining professionalism and confidentiality. Ideal...Suggested
- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client...Suggested
$27.7 - $41.7 per hour
Baird is seeking a Client Specialist in Mill Valley, California, to enhance client service and support Financial Advisors. This role involves onboarding clients, managing communications, and providing operational support. Candidates should have 2+ years in a related role...SuggestedHourly pay- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Suggested
$83k - $88k
A financial advisory firm in San Francisco seeks an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. Responsibilities include developing personalized investment strategies, maintaining client databases, and collaborating...$32 - $43 per hour
First Citizens Bank is seeking a Wealth Client Specialist to support fiduciary officers within the Wealth Division. This position involves handling service-related activities and establishing excellent client partnerships. The ideal candidate will have a Bachelor's Degree...Hourly pay$135k - $185k
Bessemer Trust is looking for a Client Advisor to join their team in San Francisco, California. The role focuses on developing client... ...Successful candidates will have significant experience in client service, combined with strong analytical and leadership skills....$34.32k - $90k
Job Description 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$34.32k - $90k
Job Description 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...Temporary workWork at officeLocal area$32 - $44.71 per hour
Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication...Hourly payFull timeWork at office- 24 Seven Talent in San Francisco is seeking a Customer Service Specialist to provide high-touch service to luxury retail accounts. The role requires... ...customer-oriented mindset and be experienced in a high-touch client service environment, ideal for someone passionate about...
$27.7 - $41.7 per hour
About The Role As a Client Specialist at Baird, you’ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You... ...contribute to the success of Baird’s Private Wealth Management business, where true wealth...Hourly payWork experience placementWork at office- Our client is a well‑established financial services firm dedicated to providing personalized financial planning and investment strategies built on trust,... ...families with a comprehensive, fiduciary approach to wealth management and client service. The firm prides itself...Work at office
$150k - $175k
...by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $13.5... ...wealth planning, trust and estate, client service, legal and compliance, business...Summer work- Morgan-Stanley seeks a Senior Registered Client Service Associate in San Francisco, responsible for enhancing client relationships and delivering comprehensive financial services. The ideal candidate will possess strong client service skills, industry knowledge, and the...
- ...delivering personalized investment solutions and fostering a culture of diversity while building client relationships. Ideal candidates have at least two years of financial services experience and must have or obtain relevant licenses. Benefits include comprehensive...
- A leading community service organization in San Francisco is looking for a Client Service Specialist to handle registrations and receivables for preschool sites and programming. This role requires strong administrative skills, attention to detail, and proficiency in MS...
- A leading global financial services firm is looking for a Financial Advisor to foster strong client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of experience, with licenses in Series 7 and Series 66 being mandatory...
$24 - $26 per hour
Client Service Specialist -Association Office Careers by Empowering Futures, Building Communities Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation’s leading nonprofit organization...Work at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role focuses on providing comprehensive financial... ...and maintain client relationships, ensuring exceptional service and support. Required qualifications include a valid Series 7 license...
- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating... ...7, 63, 65 licenses, and a background in financial services, along with strong communication and sales skills. This...
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...
- ...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... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$94k - $141.25k
A legal firm is looking for a Patent Client Services Administrator to manage patent portfolios and assist with legal documentation. The ideal candidate should have at least six years of experience in patent prosecution, preferably in a law firm setting. This role includes...$65k - $80k
...Job Description Job Description Job Title : M&A Client Services Administrator Location : Remote US Department : Client Services & Deal Operations Employment Type : Full-Time Job Description Monarch Advisory Group is a boutique middle-market mergers...Full timeWork at officeLocal areaRemote workMonarch Advisory Group
San Francisco, CA11 days ago$100k - $120k
...Equity Title Account Support Specialist, Institutional Location Hybrid, NYC About Us Wealth.com is the industry’s leading estate... ...planning guidance to their clients. As the only tech‑led, end‑to‑end... ...years of experience in client services, administrative operations, or...Full timeTemporary workWork at officeFlexible hours- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Flexible hours
$20 - $27 per hour
A community-focused veterinary clinic in San Francisco is hiring a Client Service Representative. This role requires strong organizational skills, excellent communication, and a commitment to client care. Responsibilities include greeting clients, scheduling appointments...Hourly payFull time$45k - $90k
RBC Capital Markets, LLC in San Francisco is hiring a Client Associate/Registered Client Associate. This role involves building client relationships, facilitating transactions, and ensuring compliance with standards. Ideal candidates will have a Bachelor's degree or equivalent...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- lead customer service representative San Francisco, CA
- airport customer experience specialist San Francisco, CA
- customer support representative San Francisco, CA
- service person San Francisco, CA
- work from home customer service advisor San Francisco, CA
- e-commerce customer service representative San Francisco, CA
- customer service operations specialist San Francisco, CA
- client engagement specialist San Francisco, CA
- spanish customer service representative San Francisco, CA
- customer service representative entry level San Francisco, CA