Client Service Specialist - Wealth Advisory Support
$55k - $95kMorgan Stanley
A global financial services firm is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. Responsibilities include cultivating client relationships, executing transactions, and educating clients on available tools. Candidates should possess strong interpersonal and organizational skills, with a background in finance preferred. The position offers a salary range of $55,000 - $95,000 and comprehensive benefits. This role is located in Vancouver, Washington. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Service Specialist - Wealth Advisory Support in Vancouver, WA vacancy
- Allworth Financial seeks a Service Associate to support our financial advisory team in Vancouver, WA. This full-time, in-office role focuses on delivering client-centric service, notary support, and efficient handling of account-related tasks. You will be the first point...SuggestedFull time
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31... ...tailored financial plans to clients within the region. This... ...to the firm’s service offerings.Duties and ResponsibilitiesClient... ...track progress.Team Support & Process...SuggestedTemporary workWork at office- ...of America is seeking a dedicated individual for the Merrill Wealth Management role in Portland, Oregon. This job focuses on providing exceptional client service to multiple Financial Advisors while supporting the bank's strategic objectives. The ideal candidate will be...SuggestedWork at office
- ...J.P. Morgan Wealth Management – Private Client Advisor – Lake Oswego, OR At J.P. Morgan Chase, we have an... ...and delivering extraordinary customer service while maintaining a strong commitment... ...and families. Your expertise will support a wide range of clients, from those...Suggested
Aumni
Vancouver, WA4 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...families. Your expertise will support a wide range of clients, from...Suggested
Chase
Vancouver, WA1 day ago - ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of clients, from...
Aumni
Portland, OR3 days ago - Boly:Welch is seeking a Senior Client Service Associate who will play a crucial role in wealth management, focusing on client onboarding and data management. In this hybrid position, you will be the primary contact for clients, ensuring smooth communication with investment...
- Fidelity Investments Inc. is seeking a Client Support Specialist in Portland, Oregon. In this role, you will enhance relationships with high net... ...have Series 7 certification and experience in financial services. The ideal candidate will exhibit strong customer service,...
- ...live and work. The Sales and Service Representative is responsible... ...capabilities, tools, and resources, and supports the sales efforts of a branch... ...to support team by making client servicing calls, identifying... ...branch team members or specialist Adaptability: Has the ability...Work at officeImmediate startShift work
First Citizens
Vancouver, WA9 hours ago - Edward Jones is seeking a Branch Office Administrator to provide essential administrative support to a financial advisor or a team, helping clients achieve their long-term financial goals. You will handle client accounts, coordinate communications, and ensure a positive...Work at office
$67.75k - $91.66k
...Business Services Representative At First Citizens Bank, together... ...and related services to clients. The BSR partners with Business... ...the community and ultimately support the organizational commitment... ...literacy, Knowledge retail and wealth solutions referred, Knowledge...Work at officeImmediate start$100k
...looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the... .... The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report...Work at officeFisher Investments Careers
Vancouver, WA5 days ago$110k - $120k
A leading financial advisory firm is seeking an Associate Wealth Advisor in Portland, Oregon. This role involves developing financial plans and requires... ...Bachelor's Degree, Series 65, and 2+ years of financial service experience. The position allows for remote work but...Remote job$55k - $70k
...with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International... ...You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas,...Work at officeWork from homeFisher Investments Careers
Vancouver, WA15 hours ago- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver a great shopping experience... ...Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...Contract workPart timeLocal area
Dollar Tree
Vancouver, WA2 days ago $20 - $30 per hour
## Client Service AdministratorApplylocations: WA - Vancouvertime type: Part timeposted on: Posted Yesterdayjob requisition id: REQ-47188**Summary**This position provides administrative support to Dane Schultz-Andersen. This role is critical to our member experience and...Work at officeThrivent Financial
Vancouver, WA1 day ago$25 - $28.85 per hour
...Client Onboarding Specialist Our Mission: Help retail & service companies streamline and grow their business. Do you enjoy helping clients get off to a great... ...with real-world business needs. This role also supports client relationship continuity by providing a seamless...Hourly payFull timeWork at officeWork from homeMonday to FridayShift workEvosus
Vancouver, WA4 days ago- A leading financial services provider in Vancouver seeks a Private Client Advisor to offer personalized financial planning and investment solutions. The ideal... ...candidate will have at least 2 years of financial advisory experience, a strong client acquisition record, and...
- ...individual for a role focused on engaging clients and assisting with financial transactions... ...ability to educate clients on using self-service banking technologies. The ideal candidate... ...needs. Benefits include industry-leading support and paid time off. #J-18808-Ljbffr Bank...
$25.08 - $33.27 per hour
...nonprofit agency providing comprehensive services to single adults and families in the... ...outcome-based strategies which support personal and community transformation.... ...person-centered, integrated services. The Client Access Specialist is considered a critical link between...Contract workWork at officeImmediate startMonday to FridayWeekend work$22.5 - $30 per hour
...enabling the communities we support to grow and succeed. We... ..., stakeholders, and clients. Demonstrate... ...knowledge of the financial services industry, specifically with investment advisory and brokerages services... ...deep understanding of the Wealth Management Advisor's business...Temporary workLocal area$65k
...Responsibilities: Engage proactively with clients to understand and prioritize their unique financial... ...that values ambition, respect, and mutual support. Do you have a results-driven mindset and a passion for client service? Are you eager to build relationships and...Immediate startRemote workWork from homeAO Group
Vancouver, WAmore than 2 months ago- Job responsibilities Champion and support your teammates' success and the goals of the... ...personalized investment solutions to your clients by relying on leadership and... ...Financial Advisor role or equivalent financial services experience. Demonstrated success in client...
- ...assisting the marketing team and being the point of contact for client concerns. The ideal candidate should possess strong... ...lead generation, and working collaboratively to improve client services. Full healthcare package, 401k match, and catered lunches are included...
$18.35 - $21.57 per hour
...needs, suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store'... ...to work and maintain established business hours in order to support the FedEx Office business; regular attendance and/or reporting...Full timeTemporary workPart timeWork at officeLocal areaImmediate startFlexible hoursShift workFedEx
Vancouver, WA21 days ago$16.38 - $18.13 per hour
...associate you will replenish shelves, assist customers, and keep the store clean and welcoming, helping shoppers find what they need and supporting fellow associates in a fast-paced retail environment. Starting hourly rates will be no less than local minimum wage and vary by...Hourly payMinimum wageLocal areaRandalls
Vancouver, WA1 day ago$19 per hour
Banner Bank is seeking a Floating Banker in Vancouver, WA, to support clients across multiple branches. In this role, you'll process client transactions, provide exceptional service, and help clients achieve their financial goals. The ideal candidate has a High School Diploma...$18 per hour
...to the provision of basic bank deposit services while promoting a positive Riverview image... ...small group situations to customers, clients, and other employees of the organization... ...environment is usually moderate. COMMENTS In supporting the accomplishment of company and...Part timeWork at office- Cerity Partners in Portland, OR is seeking a Client Service Associate to support clients and advisors by handling routine administrative tasks, account openings, and meeting preparation. You will ensure CRM data accuracy, manage client requests, and contribute to improving...
- ...company is looking to add multiple customer service positions to our growing team of remote... ...and association members by matching clients to the products and services they receive... ...teamwork, ownership, and involvement to support a healthy and positive workforce. We are...Weekly payFull timeLocal areaRemote workWork from home
Zuzick & Associates
Vancouver, WA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist - Wealth Advisory Support. Be the first to apply!
Related searches
- insurance customer service advisor Vancouver, WA
- customer service representative hiring Vancouver, WA
- customer service representative data entry Vancouver, WA
- customer associate Vancouver, WA
- customer retention representative Vancouver, WA
- customer advisor Vancouver, WA
- customer success associate Vancouver, WA
- part time customer service representative work from home Vancouver, WA
- customer service administrator Vancouver, WA
- warehouse customer service representative Vancouver, WA