Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Services Associate

Bank of America

Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals. Ideal candidates bring FINRA licenses or a plan to obtain them, a client-centric approach, and strong communication skills. The role emphasizes collaboration, compliance, and a commitment to helping clients achieve their life #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Hartford, CT vacancy
  • $25 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of...  ...management and investment products and services for individuals, companies, and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    1 day ago
  •  ...Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank... 
    Suggested

    Bank of America

    Hartford, CT
    2 days ago
  • $25 - $44 per hour

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Hartford, CT
    3 days ago
  • Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering... 
    Suggested
    Remote job
    Flexible hours

    HB Travels

    Hartford, CT
    4 days ago
  • $50k - $94k

     ...Job Description Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as an...  ...0/50 split in scope, combining Branch Service Manager and Client Associate responsibilities. As the Branch Service... 
    Suggested
    Full time
    Work at office
    Flexible hours

    RBC Capital Markets, LLC

    Glastonbury, CT
    5 days ago
  •  ...RBC Capital Markets, LLC in Farmington, CT, is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients with professional, efficient service. You will handle inquiries, onboarding, account maintenance, and compliance while supporting... 

    RBC Capital Markets, LLC

    Hartford, CT
    13 hours ago
  • $49.5k - $77k

     ...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture...  ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become...  ...people, organizational, and client service skills Attention to detail coupled... 
    Full time
    Flexible hours

    RBC Capital Markets, LLC

    Hartford, CT
    1 day ago
  •  ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for helping our clients...  ...and delivering extraordinary customer service while maintaining a strong commitment...  .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    Chase

    Hartford, CT
    3 days ago
  •  ...top 10 national professional services firm where our purpose is to create...  ...every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax,...  ...Controller, Financial Reporting Manager, Internal Audit Manager, etc.)... 
    Hourly pay
    Full time
    Work experience placement
    Interim role
    Flexible hours

    CliftonLarsonAllen

    West Hartford, CT
    2 days ago
  • $49.5k - $77k

     ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors...  ..., people, organizational, and client service skills Attention to detail coupled with the... 
    Full time
    Flexible hours

    RBC

    Farmington, CT
    5 days ago
  • $163k - $413.6k

     ...seeking a new talent to lead our Account Management team and Residential Services where you will have the opportunity...  .... As the Service Account Lead Associate Director - Residential Offering...  ...you will be responsible for managing client dedicated teams providing a full scope... 
    Live in
    Work at office
    Local area

    Accenture

    Hartford, CT
    4 days ago
  • $80k - $85k

     ...Mediate.ly is seeking an experienced Account Manager to serve as the primary strategic and day-to-day partner for assigned client accounts. This role owns client...  ...existing accounts (e.g., expanded scope, new services, seasonal initiatives) Support revenue growth... 
    Seasonal work
    Work at office
    Remote work

    Digital United

    Hartford, CT
    3 days ago
  • $144k - $241k

     ...Operations and Transformation, PU&R, Manager, Functional TransformationOur Deloitte Sales & Service team empowers organizations to...  ...Power, Utilities & Renewables clients transform contact center and...  ...geographic differential associated with the location at which the... 
    Local area

    Deloitte

    Hartford, CT
    1 day ago
  •  ...Job Description: Title: Account Manager – Employee Benefits Work Mode:  Remote...  ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA...  ...Producer direction. Responsibilities include client service and communication, team leadership... 
    Remote work

    Insurance Office of America

    Hartford, CT
    2 days ago
  • $85k - $125k

     ...providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there — we also invest deeply in our...  ...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength... 
    Work at office
    Local area

    Squaremouth

    West Hartford, CT
    3 days ago
  •  ...Description The Surety Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the needs... 
    Temporary work
    For contractors
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    WTW inc.

    Hartford, CT
    5 days ago
  • $42k - $47k

     ...Caring Senior Service | Caregiver Manager and Recruiter Job Type: Full-Time Salary: $42,000–$47,000 Plus Bonus Location: Hartford, CT Lead the...  ...independence, comfort, and confidence at home. Behind every great client experience is a strong team of caregivers — and we are... 
    Full time
    Work at office
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    Caring.com

    Hartford, CT
    2 days ago
  •  ...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses...  ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages... 
    Internship
    Work at office
    Local area
    Flexible hours

    Squaremouth

    West Hartford, CT
    4 days ago
  • The Client Service Lead is responsible for managing Client Service Specialists and delivering exceptional client service. This role requires a proactive, detail-oriented professional who can lead by example, drive operational excellence, and foster a culture of accountability... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Hartford, CT
    1 day ago
  •  ...customers need us most. We are seeking a Commercial Account Manager who is passionate about building relationships, creating...  ...partners. Become a trusted advisor by educating clients on restoration services, emergency response planning, and disaster preparedness.... 

    SERVPRO of West Sioux Falls

    Hartford, CT
    12 hours ago
  •  ...Winning Team at Greater Hartford Wealth Management of Northwestern Mutual (NM)!...  ...to an Activity Coach, Client Building Coach, Performance...  ...Worked at Fiserv as a Client Service Advisor, partnering with financial...  ..., and professional associations. Qualifications We prefer candidates... 
    Full time
    Summer work
    Internship
    Work at office
    Local area
    Work from home
    Flexible hours

    Northwestern Mutual

    West Hartford, CT
    5 days ago
  • $21.25 - $27.13 per hour

     ...creating transformative change in healthcare. The Service Delivery Supervisor is responsible for client/customer service and serves as a knowledge expert for...  ...HIS staff. The role focuses on front line People management and training, as well as ensuring processes are completed... 
    Hourly pay
    Full time
    Work experience placement
    Remote work
    Monday to Friday

    Datavant

    Hartford, CT
    2 days ago
  •  ...4:00 AM Welcome to Allegiance Trucks, where our dedication to service fuels every mile. Since our founding in March 2019, we've been...  ...employees and applicants. Primary Responsibilities Day to day management of a service department that maintains and repairs a fleet of... 
    Local area

    Allegiance Fire and Rescue

    Hartford, CT
    2 days ago
  • $171.6k - $338.3k

     ...Learning Business Process as a Service (LBPaaS) offering provides...  ...seeking a highly driven Senior Manager to lead the growth and...  ...capabilities for large enterprise clients—operating as a strategic partner...  ...geographic differential associated with the location at which the... 
    Local area
    Visa sponsorship

    Deloitte

    Hartford, CT
    12 hours ago
  • $19 - $27 per hour

     ...Inbound Customer Care Rep - Financial Services Location: Onsite, Hartford, CT Shifts...  ...exchanges, and account updates. Assist clients in completing required documentation...  ...enhance knowledge and skills relevant to wealth management, financial planning, and client service... 
    Hourly pay
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    EXL

    Hartford, CT
    4 days ago
  • $19 - $24 per hour

     ...Job Title: Financial Services Inbound Call Center Rep Location: Onsite, Hartford, CT...  ...exchanges, and account updates. Assist clients in completing required documentation...  ...enhance knowledge and skills relevant to wealth management, financial planning, and client service... 
    Hourly pay
    Temporary work
    Work at office
    Monday to Friday
    Shift work

    EXL

    Hartford, CT
    1 day ago
  • $125k - $135k

     ...Job Overview The Senior Manager, Customer Success is responsible for leading and scaling high-performing Customer Success teams that...  ...closely with Account Management, Support, Professional Services, Product, and other cross-functional stakeholders to ensure alignment... 
    Ongoing contract
    Temporary work

    iCIMS

    Hartford, CT
    2 days ago
  •  ...Song accelerates growth and value for our clients through sustained customer relevance....  ...about customer support in a digital, self-service manner and you’re ready to apply your...  ...their customer-centric metricsLead change-management initiatives that drive adoption, ease implementation... 
    Full time
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    Hartford, CT
    4 days ago
  • $171.6k - $338.3k

     ...seeking a highly driven Senior Manager to lead the growth and...  ...commercial structures. This is a client-facing, business-building role...  ...coordination while maintaining quality, service levels, and performance...  ...geographic differential associated with the location at which the... 
    Local area
    Visa sponsorship

    Deloitte

    Hartford, CT
    12 hours ago
  •  ...exchanges, and account updates. Assist clients in completing required documentation for...  ...(voice) regarding transfer agency services, including account transfers, shareholder...  ...enhance knowledge and skills relevant to wealth management, financial planning, and client service... 
    Temporary work
    Work at office
    Shift work

    Pomona College

    Hartford, CT
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!