Wealth Client Services Specialist
Morgan Stanley
Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and strong interpersonal skills. The candidate will manage profile data, educate clients on digital tools, onboard new accounts, and assist teams with marketing and service delivery while staying current on policies and procedures. #J-18808-Ljbffr
- ...The Fayette Chamber of Commerce in Atlanta, Georgia, is seeking a team member to provide in-office support for Wealth Advisors who manage high net-worth clients. This role involves interacting directly with clients, handling requests, and supporting workload management....SuggestedWork at office
- Morgan Stanley in the United States is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and maintaining accounts. The role emphasizes a client-first mindset and...Suggested
- ...Rockefeller Capital Management is seeking a Client Associate to join its Private Advisor team within the Rockefeller Global Family Office... ...to detail. The ideal candidate has 3–5 years in client service within finance, strong communication and organizational skills,...SuggestedWork at office
- Truist is seeking an organized Wealth Support Specialist to provide in-office client and advisor support for a team handling high net-worth portfolios. You will... ...for requests and help triage tasks to a centralized service team, ensuring timely responses and accurate client...SuggestedWork at office
- ...Client Services Specialist Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen... ...companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with...SuggestedWork at officeLocal area
$75k - $80k
...Client Service Specialist Focus Partners is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates... ...experience and education. Focus Partners is an organization of wealth, asset, and business management resources that brings...Work at officeLocal areaRemote work2 days per week- ...to make a meaningful impactfor clients and for your career. As a Client Relationship Specialist (CRS), you play a vital role in... ...entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear...Flexible hours
- ClariVise Private Wealth is seeking a long-term, personable candidate to fill an opening for a Client Service Specialist. You will utilize excellent customer service and problem-solving skills to provide information and education to clients, efficiently, and with a professional...Permanent employmentFull time
$75k - $80k
## Client Service SpecialistApplyremote type: Partially Remotelocations: Atlanta, Georgiatime type: Full timeposted on:... ...JR100142**Job Description Summary:**Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates...Work at officeRemote work2 days per week- ...Midtown- Receptionist - Client Service Specialist At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating...Full timeFlexible hours
$130k - $160k
...The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS... ...emphasis on private markets Identify areas for operational and service efficiencies Oversee and manage the production of fund...Temporary workLocal areaFlexible hours$110k - $160k
...The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible... ...and families of substantial wealth. Its more than 1,300 employees are singularly...Temporary workWork at officeRemote work- ...Description The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...Description Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing and in-depth training...Temporary work
$22 - $29 per hour
...Job Description Sr. Client Services Representative - This person supports Financial Professionals... ...through Cetera include award-winning wealth management and advisory platforms,... ...Investors); and Cetera Financial Specialists LLC. Entities registered as investment...Full timeWork at officeFlexible hours- ...experience required 4+ years of corporate and/or professional services experience, in healthcare, legal, professional services,... ...for you and your family.WHAT YOU'LL DOAs a Healthcare Risk Specialist in Client Service Risk (CSR), you will play a key role in managing and...ApprenticeshipWork experience placement
- ...Job Description Job Description Tootsies is seeking a dedicated Client Services Specialist to join our team, working full-time (40 hours per week) on weekdays and Saturdays, with additional availability required for special events. In this role, you will play a key...Full timeFlexible hoursAfternoon shiftWeekday work
- Oppenheimer & Co. Inc. in Atlanta seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth management operations. The role requires superior interpersonal and multi-tasking skills, 5+ years as a sales assistant...
- ...The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual... ...experience preferred (specifically within Wealth Management a plus). Working...Temporary workWork at officeRemote work
- ...Client Service Specialist Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy people would stop on the street just to compliment...Casual workInternshipWork at officeFlexible hours
- ...Client Services Specialist Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing...
- ...Remote Client Success Specialist Location Georgia â Remote Employment Type Full-Time Career Opportunity | Flexible Schedule About... ...online documentation Follow a structured client-service process Participate in coaching, training, and professional...Full timeRemote workFlexible hours
$40k
...Family Lawyers, we understand that the first client interaction is pivotal, setting the tone... ...entire journey. As a Client Engagement Specialist, you'll be at the heart of this process,... ..., helping them understand the firm's services and how we can best support them. Your...Work at officeFlexible hours- BlackRock, Inc. in Atlanta, GA is seeking a Client Service Officer to support senior CEM members and manage client relationships. You will develop solutions to service challenges, oversee delivery of invoices and reports, and collaborate with internal teams on RFPs and...
- Job Category: Client Services Requisition Number: SRCLI009835 Posted : July 17, 2026 Full-Time Locations Showing 1 location Responsibilities Responds to orders, general client inquiries, invoice questions and client complaints. Records consistent problem areas....Full timeWork at officeWorldwideNight shiftWeekend work
$20 - $22 per hour
A leading digital marketplace for waste and recycling is seeking a Client Services Associate to support customer inquiries. This role requires excellent communication skills, strong problem-solving abilities, and proficiency in Microsoft Office. The ideal candidate will...Remote jobHourly payWork at office$50k - $70k
A client coordination services company is seeking a Remote Client & Booking Coordinator to assist clients with booking and scheduling needs. The ideal candidate is detail-oriented, customer-focused, and able to work independently in a remote environment. Responsibilities...Remote job- ...location listed in the job posting. Summary Supports the clients and sales staff by performing moderate complex daily clerical functions... ...of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-...Part timeWork at office
$19 - $24 per hour
...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This role... ...and support regarding products, services, and processes. Troubleshoot client issues...Full timeLocal areaFlexible hours$85k - $105k
...Client Experience Specialist We are always seeking talented, motivated, growth-minded, and creative individuals. Our firm is committed to providing... ...to enhance departmental efficiency and internal client service. Stay updated on client service and innovation...Contract workWork at office
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