Wealth Client Services Specialist
$68.3k - $79.8kMorgan Stanley
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions and account management. Preferred candidates will have a high school diploma, relevant licenses, and two years of experience in the financial industry. The compensation for this role ranges from $68,300 to $79,800 per year, in addition to a full benefits package. #J-18808-Ljbffr
- A leading global financial services firm in New York seeks a Client Specialist to enhance client wealth relationships and introduce wealth services. The ideal candidate has over 7 years in wealth management, holds Series 7 and 63 licenses, and demonstrates strong sales...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... ...Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...Suggested
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. As a Client...Suggested
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SuggestedWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and tailored... ...and manage investments, while upholding a culture of integrity and client-first service. #J-18808-Ljbffr JPMorganChaseSuggested
$70k - $90k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests Coordinate between client, advisor... ...or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours- ....Support negotiations with institutional clients and counsel on commercial and operational... ...client onboarding, or institutional client service operations (financial services preferred)... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...Contract work
- JPMorgan Chase & Co. seeks a Private Client Advisor in Jackson Heights, NY to offer comprehensive... ...needs while delivering exceptional service and risk management. You will build and... ...partners to deepen client engagement with Chase Wealth Management. #J-18808-Ljbffr JPMorgan...
$80k - $90k
About Savvy Wealth Wealth management is a $545 billion industry that still runs on manual... ...in-a-box: a proprietary tech platform and client portal, an in-house marketing team that... ...management team, and a dedicated client services team that runs day-to-day operations and...Work experience placementWork at office- ...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... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- ...personalized investment solutions to your clients by relying on leadership and relationship... ...Advisor role or equivalent financial services experience Demonstrated success in client... ...families As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) At J.P. Morgan Chase, we have an enthusiasm for helping our... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including financial planning...Permanent employmentWork at officeLocal area$115k - $135k
...Sales Support Associate - Private Wealth The Sales Support Associate - Private Wealth is a vital member of Landmark Properties... ...Associate partners with the distribution team to deliver exceptional client service, manage administrative tasks, and maintain a clean, sortable...- Job DescriptionResponsibilities include but are not limited to:Manage the client journey to ensure exceptional services are provided with quick and accurate turnaround times. This would include engaging assigned team on client onboardings for deposit account and treasury...Hourly payWork at office
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- JPMorgan Chase in New York is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and other... ...relationships with an advisory approach, promoting the right products and services to meet their financial needs. You will collaborate with...Flexible hours
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office$35.36k - $90k
...POSITION SUMMARY 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...Temporary workWork at officeLocal area$35.36k - $90k
...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience...
- JPMorgan Chase & Co. seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families through Chase Wealth Management. You will build client relationships, deliver personalized investment solutions, and educate...
- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client...
- ...Client Services Specialist Prestigious Private Equity firm seeks a Client Services Specialist to join their Team! Responsibilities Investor Transfers & Wire Instruction Updates Support the administrative process for investor transfers and wire updates....Work at office
$16.5 - $18.38 per hour
...Client Success Specialist – GreenPath, Inc. | Remote (US) Job Summary GreenPath, Inc. is seeking a Client Success Specialist (CSS) to support clients... ...offers $16.50–$18.38/hour and requires strong customer service skills, empathy, and professionalism in a structured call...Hourly payFull timeRemote workMonday to FridayNight shiftAfternoon shift- ...Canon U.S.A., Inc. seeks a detail-oriented on-site receptionist/office services associate to ensure prompt delivery of on-site work assignments and customer satisfaction. You will greet visitors, answer calls, schedule rooms, and process data. You may handle copy/print...Full timeWork at office
- ...Client Service Specialist (Part-Time Remote) Our firm is seeking a part‑time Client Service Specialist that will work closely with a team for a Senior Financial Adviser. This is a fully remote position. Schedule Options (Part-time 10 hrs/week): Mon-Fri, 4pm-6pm EST Mon...Part timeWork at officeRemote work
- ...Survivors and their children. We are committed to providing these services with empathy, compassion, professionalism, non-judgement, and... .... Responsibilities Learn and integrate a trauma-informed, client-centered approach, using an anti-oppressive lens, into your work...Contract workWork at officeImmediate startRemote workShift work
$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Registered Service Associate in New York. This role involves operational support, document management, money movement functions, and assisting in audits. Candidates must have strong computer skills and relevant licenses (Series 7 and...- ...Abroad is seeking a Remote Customer Experience Associate to enhance client communication and event coordination. In this role, you will... ...in a remote setting. Join a supportive and collaborative team focused on delivering meaningful client service. #J-18808-Ljbffr...Remote work
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