Wealth Client Services Specialist
711 MS Smith Barney, LLC
Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams, handling daily client interactions with a client-first mindset. The role focuses on accurate clerical work, onboarding clients, and maintaining accounts while supporting digital tool adoption. Ideal candidates will bring at least a high school diploma, a college degree, and 2+ years of industry experience, plus Series 7/66 or Series 63/65 qualifications and strong knowledge of financial #J-18808-Ljbffr 711 MS Smith Barney, LLC
$22 - $23 per hour
Join to apply for the Customer Service Associate I role at Dollar... ...rewards to support your health, wealth, and mental well-being. In... ...notified about new Customer Service Specialist jobs in California, United... ...0.00-$120,000.00 3 weeks ago Client Service Representative -...SuggestedFull timeContract workPart timeLocal area- ...Description Job Description Job Overview: The Intake Specialist is the first point of contact for potential clients seeking legal representation at State Law Firm.... ...and policies. Provide guidance on the firm's services and whether further legal consultation is warranted...Suggested
- A veterinary service provider is seeking a Customer Service Representative in California to provide outstanding client service. Responsibilities include answering phones, scheduling appointments, and managing patient interactions. The ideal candidate should have at least...SuggestedFull time
- Customer Service Representative The Customer Service Representative will be responsible for the cleanliness and sanitation of all areas... ...and continuously evolving processes, we ensure that our clients experience unmatched service excellence to support our clients’...SuggestedHourly payShift work
$19 - $22 per hour
## Customer Service RepresentativeApplylocations: Sun Valley, CAtime type: Full timeposted on: Posted 6 Days Agojob requisition id: JR... ...561Job Description:We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point...SuggestedFull timeWeekend work- ...Retirement Planning, Property & Casualty, Life Insurance, and Wealth Management Services. We pride ourselves in delivering the Bryson WOW, which is... ...level of service, supporting ongoing and long-term client relationships. Essential Duties and Responsibilities Deliver...Work at office
$25 - $27.88 per hour
Bank of America is seeking a motivated individual to assist clients in conducting transactions using self-service resources like mobile banking and ATMs. The ideal candidate will process cash transactions, build client relationships, and ensure adherence to all financial...Hourly pay$45k - $75k
...people and values building trust-based relationships. As a Client Relationship Specialist, you’ll guide individuals and families through important... ..., organized, and motivated to grow in a professional services environment. What You’ll Do Connect with individuals and...Remote jobFlexible hours- JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver exceptional client service, build lasting relationships, and tailor financial solutions to meet each client’s needs. You will work at a branch, engaging clients in person and by phone...
$20 - $25 per hour
...CSR team. We are seeking full time and part time applicants. Our CSRs (Customer Service Representative) are responsible for answering the phones, scheduling appointments, greeting clients, admitting and checking out patients, processing payments, managing financial information...Full timePart timeWork at officeShift workDay shiftAfternoon shift$60k
...consistently convert leads into retained clients? Do you want a new challenge that... ...into a rewarding career as a Client Intake Specialist for our family law firm client in Orange... ...tailored solutions from our family law services. Celebrate your results, track your success...Work experience placementWork at officeWork from home- ...another. Before becoming an agent, I worked in wealth management after earning my undergraduate... ...Teamwork - creating a place where both clients and team members experience something... ...agency. Your attention to detail, customer service skills, and desire to help people make...Relocation packageFlexible hours
- ...Independent, self-motivated, responsible and painstakingly diligent Professionalism centered on integrity and exceptional quality client service Degree in Finance/Accounting / Management / Business Administration or related fields (preferred) References from previous...Full timeWork at office
$16.9 - $23 per hour
...confident, informed decisions about their lives, careers, and money, you will build client relationships that will grow stronger each year. Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you’ll focus on how to wow clients now and in the...Seasonal workWork at officeFlexible hours$15 - $17 per hour
...Job Description Job Description Now Hiring! $15-$17 an hour. Sales, Service, Collections and Delivery. Learn it all! National TV Sales and Rental is looking for career minded individuals to start a new career in Rent to Own. We have 27 locations in Missouri....Immediate start$9 - $14 per hour
A customer service company is seeking a Virtual Customer Service Professional to handle inbound calls and resolve client issues. The role offers flexibility in scheduling and requires strong English communication skills. Applicants must have a high school diploma and some...Hourly payFull timePart timeFor contractorsRemote workFlexible hours$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours- ...to consumers by representing top platforms and publishers. Our service portfolio enables high-performance campaigns while using highly... ...Hispanic marketing & media solutions serving both local and national Clients for more than 25 years. Our unique portfolio includes primarily...Full timeLocal areaAll shiftsFlexible hours
- ...information and managing clerical and administrative tasks for daily business functions while supporting various departments, as a Customer Service Representative Handle customer inquiries via calls and emails, ensuring timely and accurate resolution of their needs and concerns...
$35k - $50.5k
...benefit programs. Position Summary Provide fast and accurate processing of orders, inquiries and return authorizations in a customer service environment in the manufacturing sector. Job Responsibilities Review, process and follow up on orders and inquiries by telephone,...WorldwideFlexible hours$18.42 - $21 per hour
The UPS Store Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices. The Associate expertly...Hourly payFull timeFlexible hours- Job Summary This is a sales support position responsible for providing direct support to all assigned Account Executives, Marketing Associates, and customers. As a CSR (customer sales representative), the goal is to assist and help resolve all customer needs as quickly ...
$19 - $23 per hour
To maintain the highest level of customer service through personal contact with a predetermined list of customers. A CSR must have excellent communication skills to interact with their customers, our Field Sales Representatives and Product Management. They must have the...Hourly payPermanent employmentContract work- Customer Service Specialist Job Duration: 6 months Job Address: Valencia, CA Work Location Type: Onsite Job Description Customer Service Specialist with 2-5 years’ experience working in an Aerospace environment. Need a candidate that possesses ERP system knowledge. (Experience...Contract workTemporary workWork at office
- Your Role at Dollar Tree: As a Customer Service Associate II, you’ll be responsible for assisting with the daily operations of your assigned store, from merchandising to supporting customers. While focusing on providing a clean, welcoming environment, you will be fully...Contract workPart timeLocal area
- ...countries, serving airports, government buildings, military bases, and more. We are a fast-growing, dynamic company seeking a Customer Service Representative to join our headquarters in City of Industry, CA. Job Summary: The Customer Service Representative provides support...Full time
$18 - $21 per hour
## Customer Service RepresentativeApply: Ventura, CA: Full time: Posted 11 Days Ago: R0224631**Service Center**Ventura**JOB SUMMARY****Caliber Collision** has an immediate job opening for a **Customer Service Representative** to perform all-purpose duties, which may include...Hourly payWeekly payFull timeWork at officeImmediate start- Job Description Job Purpose: To offer continued excellent customer service to our clients by placing the needs of our customers first. Duties: Phone calls Receiving of deliveries Fills orders by transferring orders to fulfillment; communicating expected delivery date...
$17.5 - $28.35 per hour
...an alternative application process. Customer Care Specialist Full Time City of Industry, CA, US 3 days ago... ...attitude and approach in providing excellent customer service to all customers which includes; patients, clients, referral sources, physicians, sales...Hourly payFull timeContract workWork experience placementFlexible hours- We're looking for a Customer Service Representative who genuinely enjoys helping people. Whether it's answering questions, solving problems, or simply making someone's day a little easier, you'll play an important role in creating positive experiences for our customers....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
- inside customer service representative California, MO
- customer service rep remote California, MO
- airport customer service agent California, MO
- bilingual customer support specialist California, MO
- client experience specialist California, MO
- customer service associate California, MO
- customer success specialist California, MO
- hospital customer service representative California, MO
- customer service representative hiring California, MO
- community service representative California, MO



