Wealth Management Client Services Specialist
Bank of America ATM
Bank of America, Merrill Wealth Management, seeks a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored banking solutions. You will educate clients on offerings, ensure accuracy in materials, and help maintain risk controls while fostering strong relationships within a fast-paced, in‑office environment. This role emphasizes collaboration, compliance with procedures, and proactive client advocacy across wealth management activities, with a #J-18808-Ljbffr Bank of America
$100k - $120k
A wealth management firm in Jupiter, Florida is seeking a passionate Service Advisor to build long-term relationships with clients and provide strategic financial advice. This role requires a Bachelor's Degree in Finance or related field and active financial certifications...SuggestedFlexible hours- BNY is seeking a Specialist, Client Operation I in Lake Mary, New York. In this role, you will impact client service delivery, issue resolution, and process improvements. You’ll engage with clients to enhance satisfaction and streamline operations. The ideal candidate possesses...Suggested
- ...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...Suggested
- JPMorgan Chase & Co. in New York is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families. You will build client relationships, offer advised solutions,...Suggested
- ...Automotive Inc. is seeking an Administrative Assistant to manage inventory for Commercial clients. You will perform data entry in the AS/400 system,... ...role requires strong Excel skills, excellent customer service, and the ability to multitask in a fast-paced environment...Suggested
- ## Client Service Specialist IIApplylocations: US-FL-Palm Beach-230 Royal Palm Way-200: US-PA-Philadelphia... ...while enabling them to preserve their wealth for future generations, and provide... ...closely with senior relationship manager on all client requests of an administrative...Permanent employmentTemporary workWork at officeFlexible hours
- ...the nation’s top professional services firms, CohnReznick creates... ...organizations optimize performance, manage risk, and maximize value... ...relationships, solutions to address clients’ unique business goals and... ..., multi‑generational wealth, and trusts. This role ensures...Work at office3 days per week
- Veterinary Receptionist / Client Service Representative (CSR) Davie, United States | Posted on 02/26/2026 At Barkera™, we're driving a movement... ...with our trusted Partner Companies. These positions are managed by separate teams, but share our broader mission of making a...Full timePart timeWork at officeWeekend work
$20 - $23 per hour
A South Florida family law firm seeks a Front Desk Administrator to manage the front desk and provide exceptional client service. The ideal candidate will be energetic, organized, and capable of coordinating schedules in a fast-paced legal environment. Responsibilities...Hourly pay- ...Guardant Health, Inc. is seeking a Client Services Key Account Specialist to provide high-touch support for Key Accounts, navigate EMR systems, and ensure accurate clinical documentation. The role emphasizes timely case resolution, proactive communications, and cross-...
$47.5k - $52.5k
...Position Title: Client Service Specialist- Personal Lines Location: Hybrid Poughkeepsie Office... ...Agency and the Companies we represent Manage all account transactions including but... ...unique opportunity to build long-term wealth while growing your career. Heres what...Hourly payWork at office$18.17 - $27.31 per hour
...the leading provider of on‑site mobile maintenance and repair services nationwide, offering mobile on‑site fleet service for light, medium... ...support the growth of the company. Duties & Responsibilities: Managing the follow‑up maintenance transaction lifecycle from...Hourly payCurrently hiring- ...BNY in Lake Mary, FL seeks a Specialist, Client Service II to support a diverse client base with routine to moderately complex inquiries. You will resolve issues, guide clients to resources, and contribute to service improvements in a dynamic, global banking environment...
- Truist Financial in New York seeks a Regular full-time teller to provide timely client transactions and maintain accurate records. You will deliver superior service, identify client needs, and support outbound calling and IRM activities as part of a cross-trained team....Full timeWeekend work
$37.5k - $42.5k
...Position Title: Assistant Client Service Specialist- Commercial Lines Location: Hybrid Poughkeepsie... ...coverages and exposures in the management system. Follow workflow procedures... ...unique opportunity to build long-term wealth while growing your career. Heres what...Hourly payWork at office$40k - $50k
...Position Title: Assistant Client Service Specialist Location: Poughkeepsie Office - Poughkeepsie... ...coverages and exposures in the management system. Follow workflow procedures... ...unique opportunity to build long-term wealth while growing your career. Heres what...Full timeWork at office- ...The Terminix International Company Limited Partnership is seeking an Account Executive to sell pest management services to commercial clients across hospitality, food & beverage, healthcare, and retail sectors. You will undergo comprehensive training to learn our programs...
- Responsibilities Accountable for ensuring client retention and satisfaction Initiates outreach to clients as needed to provide exceptional service Independently handles loan servicing requests Manages the onboarding of new clients Serves as the primary point of contact...
- Adams & Martin Group is seeking a highly organized Client Services Specialist for a temporary-to-permanent position. The role serves as the primary point of contact for clients, delivering accurate information and timely resolutions while upholding professional standards...Permanent employmentFull timeTemporary work
- Truist is seeking a motivated individual in the Town of Florida, NY to provide exceptional client services in person and over the phone. This role entails developing and expanding client relationships while addressing their financial needs through consultative conversations...
- We are seeking a highly organized, empathetic, and detail-oriented Client Services Specialist to join our team on a temporary-to-permanent basis. This role serves as the primary point of contact for our clients, ensuring they receive exceptional support, accurate information...Permanent employmentFull timeTemporary workLocal area
- ...Cryo & Recovery in New York is looking for passionate consultants to provide exceptional service in wellness and cryotherapy. You will perform a variety of treatments, ensuring client comfort and safety, while driving sales through education. The ideal candidate should...
- MedVet is seeking a collaborative Client Service Representative to be the first contact for clients and their pets. You will ensure compassionate, efficient service while handling hospital data and payments in a fast‑paced specialty environment. The role emphasizes strong...
$23 - $25 per hour
...2026 at 3:59 AM Customer Care Specialist II (Remote) As the leading innovator... ...innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration... ...Experience 3 years' experience in Client Services, Support, or related...Remote jobHourly payWork at officeLocal areaFlexible hours- BNY Mellon in Lake Mary, FL is seeking a Specialist, Client Service II to join our team. You will work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY. You will support clients in addressing operational...
- ...Specialty Hospital of Palm Beach Gardens is seeking a Veterinary Client Service Representative to join our Emergency/Specialty hospital in... ..., payments, product recommendations, and medical records management while maintaining a clean and welcoming environment. #J-1880...
- ...Hillsboro Bank in Plant City, FL is seeking a Banking Support Specialist to deliver exceptional client service and handle a range of servicing transactions in a collaborative office environment. The role requires at least one year in a teller or client-facing banking...Work at office
- ...comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and... ...Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency... ...customer service support to internal clients and suppliers. Resolves accounts payable...Permanent employment
- A leading financial services company is seeking a Bookkeeping Relations Specialist to provide exceptional client service remotely. You will oversee client onboarding, support technical setups, and educate clients on accounting practices. The ideal candidate will have 3...Remote job
- ...ensures accountability, transparency, and direct service to the residents of Broward County. Every dollar collected is managed with integrity and efficiency, strengthening... ...Center Rep will provide direct service to clients seeking assistance through the phone with their...Work at officeWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist. Be the first to apply!
- community service representative Florida, NY
- client service representative Florida, NY
- career services representative Florida, NY
- bilingual customer service representative spanish english Florida, NY
- customer experience agent Florida, NY
- customer account representative Florida, NY
- client solutions specialist Florida, NY
- customer experience associate Florida, NY
- entry level customer support representative Florida, NY
- part time customer representative Florida, NY

