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
$80k - $100k
Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong...SuggestedRemote job- ...PowerToFly is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors in New York. This role involves building client relationships, managing transactions, and supporting marketing strategies. The ideal candidate will...Suggested
- ...Dormont Manufacturing Co is seeking a Registered Client Service Associate to provide exceptional client service and support Financial Advisors. This role involves nurturing client relationships, executing transactions, and managing administrative tasks. The ideal candidate...Suggested
- Dormont Manufacturing Co based in New York is seeking a dedicated individual for a client service support role. The successful candidate will assist multiple Financial Advisors by providing tailored solutions while focusing on operational excellence and client advocacy...Suggested
- Dormont Manufacturing Co is looking for an experienced individual contributor to deliver client service to Private Wealth Management clients. This role involves managing high-value client transactions, ensuring a positive client experience, and working collaboratively...Suggested
- Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting with client accounts, handling inquiries, and documenting tasks, while ensuring compliance with regulatory requirements...
- Stifel is seeking a Client Services Associate to provide support to Financial Advisors by assisting with client accounts and performing various administrative duties. The role involves managing client records and ensuring exemplary customer service. Applicants should possess...Work at office
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing... ...effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. As a...
$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$70k - $90k
...families to enjoy a full life, preserve their wealth for future generations, and provide for... ...central point of contact for ingesting client requests. Coordinate between client,... ...competency or ability to learn quickly). Customer service background preferred. Excellent verbal,...Temporary workWork at officeFlexible hours$75k - $90k
...Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented...Work at officeLocal areaRemote work2 days per week$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 1...Work experience placementLocal area$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office$56k - $72k
...Client Experience Specialist - New York, New York Salary Range $56,000.00 - $72,000.00 Salary/year... ...on role for someone who is organized, service-minded, and energized by being at the... ...Savant Capital LLC, is an Equal Opportunity Employer Savant Wealth ManagementHourly payFull timeWork experience placementSummer workWork at officeLocal areaWork visaMonday to FridayFlexible hoursShift work- ...Premier Client Service Specialist Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth... ...candidates with a strong background in private banking or wealth management, combined with experience in sales and trading....Work at office
$90k
...record of performance for our clients through multiple market... ...asset management and advisory services to current and former McKinsey... ...objective advice on long‑term wealth building and create distinctive... ...highly motivated Client Service Specialist (CSS) to join our global team...Work experience placementImmediate start$11 - $29 per hour
Senior Client Engagement Specialist Join H&R Block as a Senior Client Engagement Specialist. In this role you will partner... ...and SLA, train Tax Advisors and Client Service Professionals, and collaborate with partner wealth managers to enhance the client experience. Responsibilities...Work experience placement$47.5k - $52.5k
Client Service Specialist- Commercial Lines# Client Service Specialist- Commercial LinesHybrid • Latham Office - Latham, NY 12110## OverviewSalary... ...offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable...Hourly payWork at office- KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients... .... The ideal candidate will possess a commitment to client service and demonstrate integrity while helping clients achieve their financial...
- Corient Services LLC in New York is looking for a skilled individual to serve as a central point of contact for client requests. The role involves coordinating between clients and advisory teams, supporting client prospecting, and utilizing Salesforce for data management...
- Client Service Specialist Apply (opens in new window) Job Req Id: 25920419 Location(s): Kowloon, Kowloon City, Hong Kong SAR Job Type: On-Site/Resident... ...challenges. Shape your Career with Citi Citi Global Wealth (CGW) brings together the full power of Citi to serve the...Full time
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ..., and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$52k - $65.2k
...Specialist, Client Service Management I - Wealth Services Ops At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence...Temporary workWork experience placementWorldwideFlexible hours- 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...
- ...team of 120+, serving over 400 clients, including several of America... ...for a Client Implementation Specialist to lead onboarding for... ...discretion, and a high level of service. At the same time, this role... ...Points If You: Have worked in wealth management, private funds, a...Full timeWork at officeRelocation
- ...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...
$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Full time- ...Morgan Chase, we are committed to helping our clients, caring for our employees, building... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative support to the Client... ...include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- ...team of 120+, serving over 400 clients, including several of America... ...for a Client Implementation Specialist to lead onboarding for... ...advisor (RIA) firms, independent wealth managers, and multi-family offices... ..., and institutional-grade service. At the same time, this role...Full timeWork at officeRelocation
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