Wealth Client Services Specialist
PowerToFly
A global financial services company is seeking Client Service Associates to provide exceptional service and support to Financial Advisors. The ideal candidate will have strong organizational skills, advanced proficiency in Microsoft Office, and a client-first mindset. Responsibilities include managing client relationships, executing transactions, and supporting team marketing strategies. A high school diploma is required, and a college degree is preferred. The successful candidate will enjoy a diverse workplace with comprehensive employee benefits. #J-18808-Ljbffr
$55k - $85k
...Morgan-Stanley is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and clients. The role involves developing trusted relationships and managing various client inquiries, transactions, and support duties. This position...Suggested$55k - $85k
Morgan-Stanley is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and clients. The role involves developing trusted relationships and managing various client inquiries, transactions, and support duties. This position...Suggested$35k - $70k
...Morgan-Stanley is looking for a Client Service Associate in Roseville, California. The role involves supporting Financial Advisors in client service tasks and requires excellent interpersonal and organizational skills. Candidates should have a high school diploma, with...Suggested- ...A financial advisory firm based in Folsom, CA is seeking a Client Service and Operations Associate to support their team. This role demands adaptability and a strong client-first attitude. Responsibilities include operational tasks, managing client requests, and utilizing...Suggested
- ...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
- ...phone, screening calls and transferring calls appropriately ~ Conducting business in a service orientated manner that is attentive, respectful, friendly and kind when serving clients and colleagues ~ Maintaining relationships with clients, prospects, vendors, venues,...Work at office
- Spade Recruiting USA is seeking enthusiastic individuals for a customer service role in Citrus Heights, California. This position involves assisting clients and providing outstanding service. Candidates will handle customer calls, respond to inquiries, and distribute benefit...Remote workWork from home
$50k - $85k
A leading financial services firm is seeking Client Service Associates in California to provide exceptional support to Financial Advisors and Wealth Advisor teams. The role involves managing client relationships, assisting with transactions, and providing administrative...- ...Customer Service Representative The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing...Remote workWork from homeFlexible hours
$60k - $75k
...2, 2026 at 5:00 AM Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach... ...management. We're searching for a Client Service and Operations Associate who naturally has...Permanent employmentWork at officeLocal areaFlexible hours$22 - $30 per hour
...Overnight Veterinary Client Service Representative Veterinary Specialty Hospital of Roseville is open 24 hours a day and is staffed by... ...Representative, Sunday - Wednesday. About the Role: The Client Care Specialist will demonstrate exceptional customer service skills at all...Hourly payFull timeShift workNight shift$22 - $26 per hour
...Client Service Representative Veterinary Specialty Hospital of Roseville Position: Client Service Representative Pay Range: $22$26 per hour Schedule: Per diem Who We Are: Veterinary Specialty Hospital of Roseville is a 24-hour emergency and specialty hospital...Hourly payDaily paid$17 - $21.25 per hour
...Salon Customer Experience Specialist The Customer Sales and Experience Specialist is the first and last... ...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist...Hourly paySeasonal workWorldwide- ...Independent Client Services Consultant (Remote) About the job Independent Client Services Consultant (Remote) We are bringing on Independent Client Services Consultant (Remote) to join our remote team. You will assist clients with planning, booking, and support throughout...Remote work
- A travel consultancy is seeking an Independent Client Services Consultant to join its remote team. In this role, you will assist clients with travel planning and reservations, ensuring clear communication and prompt resolution of issues. Ideal candidates should possess...Remote work
$20 - $28 per hour
...you'll be fit for our team! Opportunities for professional electricians and customer service professionals are now available across the country. Job Summary A Mister Sparky client care representative answers incoming client telephone calls and assists with the...Hourly payFlexible hours- ...Central Operations Service Representative The Central Operations Service Representative III is responsible for regularly supporting... ...assigned by the Central Operations Manager and promotes superior client relations to both internal and external clients. Ensures...Work at officeRemote work
$50k
CareerBeacon is hiring for a Client Success Specialist on the Desjardins Insurance Agent Team. This role involves customer engagement via email,... ...handling inquiries with care. Ideal candidates have customer service experience and are organized. The position offers a base...$900 - $1,500 per week
...—and recently nominated again for 2026! As we take on more clients we are looking to staff and hire for a new location. “Cell Phone... ...” In BEST BUY We’re looking for Strong Tech Sales & Service Representatives that are excited about technology and enjoy working...Weekly paySummer workImmediate startFlexible hours$27 - $29 per hour
...Job Title Essential Functions: Handle inquiries from Quest client base and Quest IT Department. Including providing quotes,... ...and Qualifications: Minimum 2 years' experience in Customer Service in the Technology field. Ability to handle and prioritize client...Weekend work$19 - $20 per hour
...procedures in accordance with city and county regulations during cooking of KKC products Essential Functions: * Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact. * Conduct all point-of-sale activities accurately and...Weekly payFull timePart timeFor contractorsLocal areaImmediate startShift workNight shiftDay shiftAfternoon shiftEarly shift- ...assist each member in receiving their specific benefits. Qualifications: Ability to build rapport with members Customer service skills Time management Basic computer knowledge What we offer: Full time work from home Benefits: Medical &...Full timeRemote workWork from homeFlexible hours
$16.5 - $18.5 per hour
...Customer Service Representative Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team...Hourly payStart working todayLocal area- ...Jiffy Lube Service Advisors are responsible for creating a positive guest experience and providing the highest level of customer satisfaction. During face-to-face customer interaction, the Service Advisor offers service recommendations, impartial advice, and detailed service...Shift workWeekend work
- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for... ...Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workLocal area
- ...Customer Service Rep Customer Service Rep (08519) - 7518 Auburn Blvd Citrus Heights, California, VAZ RESTAURANTS, LLC About Us Vaz Restaurants, LLC is a 29 store Domino's Franchise located in Sacramento, CA and Los Angeles. We are still growing with lots...
$35k - $85k
...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. Leading...Temporary workWork at officeLocal area- ...position offers unlimited earning potential and flexible scheduling for driven sales professionals passionate about financial services and client success. About Legacy Harbor Advisors We are a Forbes and Entrepreneur Magazine-featured organization consistently...For contractorsRemote workFlexible hours
$35k - $70k
...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. Leading...Temporary workPart timeWork at officeLocal area- A financial services company in Roseville is seeking an Operations & Customer Support Specialist to ensure smooth internal operations and deliver exceptional customer service. In this in-office role, you will assist with administrative tasks and provide support to the...Work at office
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