Wealth Management Client Services Specialist
JPMorgan Chase & Co.
JPMorganChase & Co. is seeking a Client Service Administrator to provide dedicated administrative support to the advisor team in a fast-paced Wealth Management environment. You will manage calendars, process documents, and coordinate client events with precision and professionalism. The role emphasizes end-to-end ownership of tasks, independent work, and strong communication across team members to ensure timely follow-ups and polished client experiences. #J-18808-Ljbffr JPMorgan Chase & Co.
$32 - $43 per hour
...dedicated to helping clients build stronger financial... ..., insurance, and wealth planning, the First Citizens... ...The Wealth Client Specialist (WCS) role supports Fiduciary... ...for all service-related activities such... ...experience in wealth management/trust or financial services...SuggestedHourly payWork at office- The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High... ...has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate in San Francisco to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and provide account information with accuracy and courtesy. Role...Suggested
$70k - $85k
In Touch Financial Services Advisory & Investments in Oakland, CA is seeking a Client Services Advisor to support wealth management clients and assist with financial planning activities. The role emphasizes proactive client service, collaboration with advisors, and efficient...Suggested- Bank of America in San Francisco is seeking a Wealth Management Client Associate for the Advisor Development Program. This entry role supports Financial Advisors by delivering exceptional client service and helping prepare for a future as a Merrill Financial Advisor. You...Suggested
$35.9 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue... ...to the appropriate internal specialists, and executing highly...Hourly payTraineeshipWork experience placementWork at officeLocal areaShift workDay shift- Brio Financial Group is seeking a Client Operations Specialist in San Francisco to support the day-to-day servicing of clients and maintain accounts. You will assist the Associate Wealth Advisor, Wealth Advisor, and Founder, handling client requests and ensuring timely...
- JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families, building strong relationships and delivering tailored investment solutions. The role requires...
- ...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...
- Position Overview: The Client Operations Specialist is responsible for the day-to-day servicing of clients and account maintenance, serving... .... They support the Associate Wealth Advisor, Wealth Advisor, and... ...monitor scheduling email. Manage systematic client meeting outreach...Flexible hours
$54.6k - $75.1k
## Client Service SpecialistApply: On-Site: San Francisco, California: Full time: Posted Today... ...than $1.5 trillion in assets under management, administration and advisement as of year... ...our team today. As a Client Service Specialist, you will be responsible for...Full timePart timeWork at office$225k - $298.3k
...and delivering for our clients, teammates,... ...whether shaped by military service, community college education... ...through our Executive Wealth Services team. Key... ...include leading the Client Management Process and partnering... ...the need for team specialists; collaborate closely with...Work at officeWork from homeFlexible hoursShift workDay shift- ..., 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... ..., focusing consistently on relationship management rather than portfolio management. Demonstrate...
$125k - $160k
...’s largest alternative asset manager. Blackstone seeks to deliver... ...14 years, Blackstone Private Wealth has delivered industry-leading... ...insights into advisors’ businesses, clients, and challenges to recommend... ...with our Investor Services team. Leverage CRM tools to track...Work at officeLocal area- Ameriprise Financial in San Francisco is seeking a Client Service Specialist to provide on-site front desk support and practice management for one or more advisors. Licensing support may be available for career growth. Responsibilities include reception, client data entry...
- ...Information Job Identification 210785782 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 10/15/2026, 05:44 PM Locations 560... ...Description Join our dynamic team as a pivotal support specialist, where your organizational prowess and attention to...Full timeWork at office
- ...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...
- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...Flexible hours
$72k - $102k
...advertising products with their growth goals.Own and manage a high-volume set of accounts. Engage with clients via phone and email to identify upsell... ...Experience in digital sales, client management, customer service, business development, customer outreach, marketing...Full timeInternshipWork at office$97k - $115k
The Client Engagement Specialist is a key team member within the Marketing Department. The Specialist plans and manages a range of marketing activities for the office/region that elevate the... ...leading events in a professional services environmentProficiency in Microsoft...Full timeWork at officeLocal area$25 - $28 per hour
...+ week onsite assignment for a law firm client in San Francisco. Location: San Francisco... ...ideal for someone with strong customer service, communication, and administrative skills... ..., greeting and assisting visitors. Manage visitor check-in procedures and ensure...Contract workTemporary workCasual workWork at officeMonday to Friday- We are seeking an Account Management Specialist to provide exceptional customer service, support client accounts, and build strong business relationships.Responsibilities:Serve as the main point of contact for assigned customer accountsRespond to client questions regarding...
- Standish Management, LLC in San Francisco seeks an Investor Services Specialist to engage with clients and investors, support onboarding, and work with engagement teams to ensure excellent service and timely reporting. The role focuses on handling investor portal access...
$130k - $170k
...Client Advisor We are seeking a highly skilled and experienced Client... ...in financial planning and client management. The Client Advisor manages and participates... .... • Comprehensive knowledge of wealth management industry products and services. • Ability to distill financial...Flexible hours- Description Careers by Empowering Futures, Building Communities Imagine going to work each day knowing that your efforts positively impact individuals and communities. As a global movement and the nation's leading nonprofit organization dedicated to strengthening...
$135k - $185k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... ..., Alternative Asset Management, Philanthropic Advisory, Real... ...and families of substantial wealth. Its more than 1,300 employees...Temporary workWork at officeRemote work$55k - $70k
...and growth strategies relevant to our business Build a reputation for our client’s services through presentations, price quotes, and excellent customer service. Build, maintain and manage account relationships through interaction and advocacy Profile and...Work experience placement$25 - $30 per hour
...Zacks, Freedman & Chernev, PC is seeking a dependable and service-oriented Legal Receptionist & Client Services Coordinator for our San Francisco office.... ...clients, attorneys, vendors, and other visitors. You will manage incoming calls, support the firm’s client-intake...Hourly payFull timeWork at officeLocal areaMonday to Friday$100k - $130k
...seamless delivery of legal services. We harness innovative technology... ...the complex needs of our clients in a fast-paced and dynamic... ...seeking a Client Contracts Specialist to join our Conflicts & Business... ...on supporting the Firm’s management of client contracts.KEY RESPONSIBILITIES...Full timeContract workWork at officeLocal areaRemote workWorldwideFlexible hours$23.05 - $27.11 per hour
...pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. The Lead...Hourly payMinimum wageContract workWork at officeLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!
- hospital customer service representative San Francisco, CA
- medical customer service representative San Francisco, CA
- customer service representative apply online San Francisco, CA
- customer service rep remote San Francisco, CA
- customer service representative night shift San Francisco, CA
- customer happiness specialist San Francisco, CA
- customer service officer San Francisco, CA
- benefit customer service representative San Francisco, CA
- customer service consultant San Francisco, CA
- customer service representative (remote from home) San Francisco, CA




