Wealth Management Client Services Specialist
PowerToFly
A financial services company is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal and organizational skills, with responsibilities including maintaining client relationships, assisting with account management, and preparing financial materials. The ideal candidate has a high school diploma, some industry experience, and is willing to obtain relevant certifications. This position offers competitive compensation aligned with industry standards. #J-18808-Ljbffr PowerToFly
$150k - $175k
...California office.As a part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and... ...Primary Responsibilities Actively manage and oversee the client’s investment... ...and communicate sophisticated wealth management topics in a concise...SuggestedWork at officeLocal area- BNY is seeking a Specialist, Client Service Management II to join our Client Services team in Los Angeles. In this role, you will engage directly with... ...resolve moderately complex issues while partnering with Wealth Advisors and Associates to maintain strong client relations...Suggested
- ...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... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
- ...additional administrative support person to our team. Daily functions include faxing, scanning, phone, patient records management, and basic customer service skills. We are looking for attention to detail as you learn our systems and execute the functions of an...SuggestedFull timeWork at office3 days per week
- ...incentive opportunities. As a Client Relationship Specialist (CRS), you have the... ...your passion for customer service to a role and a firm that will... ...of your Client Relationship Manager and Branch Manager, both of... ...experience in Financial Services/Wealth Management and/or closely...SuggestedLocal area
$25.93 - $41.43 per hour
SERVICE REPRESENTATIVE II - TREASURY MANAGEMENT WHAT IS THE OPPORTUNITY? Serves as primary customer service & training contact for Treasury Management Services. Acts as liaison between clients and various Bank units to independently respond to client inquires and resolve...Hourly payPermanent employmentRemote work$100k - $275k
Bank of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and managing client relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong...- BNY Mellon is seeking a Specialist, Client Service Management II to join their Client Services team in Los Angeles or Newport Beach, CA. In this role, you will work closely with clients, resolving complex issues and enhancing client experience through effective relationship...
$22 - $24 per hour
Job Title: Client Services Specialist JANUS et Cie, a reputable, design-focused leader in the furniture industry, is seeking detailed individuals... ...a Client Services Specialist to support our Sales Reps in managing all sales accounts within their territory. This position...Hourly payFull timeWork at officeMonday to Friday- Customer Service Representative page is loaded## Customer Service Representativelocations... ...Talk with lead, supervisor, co-workers, managers, and customers in a professional manner*... ...evolving processes, we ensure that our clients experience unmatched service excellence...Hourly payShift work
- ...relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As... ...provides full‑service payment processing solutions to its clients and serves the Community Association Management industry...Local areaImmediate startFlexible hours
$120k - $130k
...motivated and detail-oriented SeniorAssociate,Client Advisor to join our growing team. This... ...to work closely with a team of senior wealth management professionals in delivering... ...individual will be actively involved in client servicing, financial analysis, presentation...Work at officeLocal area- ...deliver personalized investment solutions to clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
$150k - $175k
...California office. As part of a client relationship team dedicated to... ...the highest level of client service, professionalism, and confidentiality... ...Responsibilities Actively manage and oversee the client’s... ...and communicate sophisticated wealth management topics in a concise...Work at officeLocal area- ...Treasury Management Sales Implementation Specialist MidFirst Bank is a full service bank with a vision of unparalleled client service in California. The Bank's core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with...Hourly payRemote work
- RBC Capital Markets, LLC in Beverly Hills is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. Key responsibilities include managing account inquiries, ensuring compliance standards, and facilitating transactions in a dynamic...
- ...Nothing is more stressful than having clients lined up in front of you with phones ringing... ...Green Dog we believe that great client service means being able to focus on the People... ...- Record keeping and supply management - Computer proficiency, including Mac...Remote workShift work
- ...Virtualite Virtualite Business Process Outsourcing Services helps entrepreneurs and organizations... ...operations through virtual support and digital process management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’ll work...Remote workWork from home
- ...Description Job Description Are you a proactive go-getter who thrives on making a difference? We are on a mission to help our clients live longer and healthier lives through nutritional solutions, and we need someone who embodies this mission in their core. Who...
$21 - $23 per hour
...Job Description Job Title: Customer Service Representative Job Description This Customer... ...support both inside and outside sales, manage order lifecycles from entry through... ...corporate talent solutions to thousands of clients across the globe. Specialized in accounting...Contract workTemporary workWork at officeMonday to Friday- ...DESCRIPTION: New Capital, LLC was formed in 1996 as a means of providing top level real estate development and property management services to residents living in affordable housing developments. We are a socially invested property management company dedicated...Full time
$69k
...and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...relationship-building skills Sales or customer service experience is helpful but not required...Remote jobWork from homeFlexible hours$53.96k - $86.18k
City National Bank is seeking an Account Officer I in Los Angeles to manage client relationships and provide operational support across multiple banking services. This role involves addressing client inquiries, resolving issues, and ensuring effective operations related...- ...Our client, a rapidly growing and well-established multi-family office... .... Responsibilities: • Manage UHNW client relationships with... ...foundations) to ensure seamless client service. • Oversee account opening... ...Minimum of 5 years in general Wealth Advisory and Portfolio...Work at officeLocal area
- ...environment for patients while efficiently managing scheduling, communication, and... ...appointment types including emergency walk-ins, specialist consultations, and routine check-ups... ...welcoming Perform data entry and customer service tasks to support daily operations...Work at office
- A leading BPO service provider based in California seeks client growth representatives to manage client accounts and drive revenue through relationship development. The ideal candidate should possess strong communication and relationship-building skills, and experience...Remote work
$25.15 - $34.6 per hour
...Customer Support Specialist The Customer Support Specialist provides assistance and support to customers, Sales, Facility Operations, Customer Service Manager and management by coordinating office services, such as data entry, clerical work, records control, creating...Minimum wageContract workTemporary workLocal area$17.81 per hour
...Talent Acquisition, Administrative, Customer Service) Minimum USD $17.81/Hr. Maximum... ...and communicate effectively with associates, clients and customers. The ideal candidate will have prior retail management and sales experience with an understanding of...Full timeWork at office$70k - $80k
...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...~ Update & maintain company Contact Relationship Management (CRM) database to track prospects, clients, and deal...Daily paidWork at officeLocal area$97k - $135k
...disrupting the status quo and unleashing our clients to Do Great Things ! We enable our... .... As an expert technology adviser and managed service provider with cross-platform... ...and what you'll be doing: The Renewals Specialist owns the end-to-end contract renewal process...Full timeContract workTemporary workRemote workWork from homeFlexible hours
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