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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in New York, NY vacancy
- 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 hoursCorient Capital Partners
New York, NY5 days ago$55k - $70k
...the related job information below. Position Title: Wealth Client Onboarding Specialist-Wealth Advisors Location: Hybrid • Poughkeepsie Mill... ...professional experience. ~2+ years of experience in financial services, client service, operations, or account administration....Hourly payWork at officeMarshall & Sterling
New York, NY5 days ago- ....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...
JPMorgan Chase & Co.
New York, NYmore than 2 months ago - ...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...
- 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
$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 areaMorgan Stanley
New York, NY3 days ago$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 officeGainor Staffing
New York, NY3 days ago$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 areaMorgan Stanley
New York, NY2 days ago- 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...
- 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...
- 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...
- A financial services company in the United States is seeking a Client Services Specialist to support client-facing operations. The role involves coordinating virtual client meetings, managing communication, and assisting with onboarding processes to ensure a professional...Remote work
All Financial Freedom
New York, NY2 days ago - ...Job Overview Company: Cox Automotive – USA; Job Family: Vehicle Operations; Position: Fleet Client Services Specialist II; Management Level: Individual Contributor; Flexible Work Option: Can work remotely but must live within the specified city, state, or region. Duties...Remote workFlexible hours
CAI Cox Automotive Corp Svcs., LLC
New York, NY4 days ago $31.25 per hour
...highly organised and customer-focused after-sales specialist to support our high-value trade operations and premium client base. This role is responsible for managing... ...issues efficiently, and ensuring an exceptional service experience for both high net worth clients and...Full timeApprenticeshipLocal areaImmediate startWork visaSoho House & Co
New York, NY3 days ago- ...A dynamic consulting firm is seeking a Remote Client Account Specialist to serve as the first point of contact for clients exploring financial... ...involves understanding client goals, recommending tailored services, and ensuring client satisfaction through ongoing support....Remote work
Nuvant Consulting Group
New York, NY1 day ago $22.81 - $23.96 per hour
...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...Hourly payFull timeContract workWork at officeImmediate startRemote workFlexible hoursShift workSafe Horizon
New York, NY4 days ago$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...711 MS Smith Barney, LLC
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- inbound call center customer service representative New York, NY
- work from home customer service advisor New York, NY
- card services representative New York, NY
- customer relations specialist New York, NY
- customer happiness specialist New York, NY
- customer service associate New York, NY
- e-commerce customer service representative New York, NY
- customer service representative remote New York, NY
- client service representative New York, NY
- full time customer service associate New York, NY