Wealth Advisory Client Service Specialist
SAX
Sax Wealth Advisors, LLC is seeking a full-time Client Service Associate to join our Parsippany, NJ office. The role supports onboarding, documentation, and client service for wealth advisors, with a potential move to hybrid work. Onsite work is required with the possibility of hybrid arrangements in the future. The ideal candidate has a bachelor’s degree or 1–3 years in client service, strong attention to detail, and solid communication skills. #J-18808-Ljbffr SAX
- Morgan Stanley in Morristown, NJ seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will handle routine account tasks, educate clients on digital tools, and help maintain client...Suggested
- Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process money movements, and maintain accurate profile data...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...Suggested
$60k - $85k
...enabling them to preserve their wealth for future generations, and... ...of contact for ingesting client requests Coordinate between client... ...Schedule meetings between advisory team & clients Input client and... ...to learn quickly) Customer service background preferred Excellent...SuggestedPermanent employmentTemporary workWork at officeFlexible hours- Corient Services LLC is seeking a detail-oriented client services professional to act as a central contact for client requests, coordinating between clients, advisors, and support teams. You will manage daily communications, data input, and portfolio reporting to ensure...SuggestedWork at office
- We are:Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation... ...value and think about customer support in a digital, self-service manner and you’re ready to apply your knowledge to help clients...Contract workLive inWork at officeLocal area
$85k - $100k
...00,000 per yearWork Schedule: 4 Days In-OfficePosition OverviewWe are seeking a highly organized and client-focused Client Service Specialist to join our growing wealth management team in New York City. This role serves as a primary point of contact for high-net-worth clients...Work at office- ...Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses. A bachelor's degree and CFP...
- ...Client Relationship Specialist FLSA Status: Non-Exempt Employment Type: Full-Time... ...Location: OnePoint BFG Wealth Partners - Parsippany, NJ... ...policy) Department: Client Services Reports To: Client... ...tolerated. Investment advisory and financial planning services...Full timeWork at officeLocal area
- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have 1...Work at office
- Western Pest Services is seeking a Customer Service Representative in Parsippany, NJ to act as the link between customers and service technicians. You will coordinate schedules, resolve issues, respond to inquiries, and communicate with field operations. The role offers...
- ...Description Description: Job Description: Client Relationship Specialist (Full-Time) Position Overview:... ...range of administrative and client service tasks as part of an expanding... ...client service role within a financial advisory or investment firm is preferred. Familiarity...Full timeContract workWork at office
- ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and... ...executed smoothly. Generate and issue Investment Advisory Agreements and other internal contracts,...
$75k - $85k
...Client Service AssociateAt Sax Advisory Group, LLC we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking... .... We have everything you need for a dynamic career!Sax Wealth Advisors, LLC is an independent registered investment advisor...Full timeWork at officeVisa sponsorshipWork visa- ...options are available. The role includes weekend shifts, patient scheduling, payments, and records management. You will interact with clients, schedule appointments, process payments, and help maintain a clean, odor-free environment. #J-18808-Ljbffr Star Valley Veterinary...Full timePart timeShift work
$18 - $22 per hour
...professional, cheerful and helpful attitude when interacting with clients.Answer incoming telephone calls using proper telephone... ...medical records.Requirements:Excellent communication and customer service skills.Great attention to detail and problem-solving skills.Positive...Hourly payFull timePart timeShift work$22 - $25 per hour
...F&I (Finance and Insurance) partnership services in the automotive industry, offering a full... ...needed for our partners to build their wealth and achieve their goals. DOWC prides... ...dedicated and motivated Claims Support Specialist to join our dynamic team. This role is essential...Full timeContract workImmediate start$25 - $27 per hour
Overview Western Pest Services is a premier provider of pest control solutions. Western Pest Services protects more than just homes and... ...customer service and a quality experience to internal and external clients Prioritize, plan and complete daily tasks, special projects,...Hourly payLocal area- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...
$50k - $53k
About Us Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment... ...genuine and often multigenerational wealth. Our firm was established on the... ...NEPCG is seeking a Client Service Associate to support the onboarding...Full time- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...
$60k - $65k
...market investment bank and full service broker-dealer. With roots... ...trust services and investment advisory and asset management services... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking... ...-day operations of a growing wealth management practice. This...- Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
$86.7k - $170.9k
...innovation, marketing, commerce, sales, and service. We are a team of strategists, data... ...Qualtrics, Sprinklr) to collaborate with clients to strategize, configure, and implement... ...Experience in client-facing consulting or advisory roles.Exposure to VOC strategy, customer...Local areaVisa sponsorship$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote workWork from homeFlexible hours$44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area... ...assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to...Remote workWork from home$27 - $32 per hour
...verification, testing and certification services. Founded in 1878, SGS is recognized as the... ...00pm Job Functions Receive Orders from clients, sales and account management Teams for the... ..., employee assistance programs. Wealth: In addition to base pay, we offer 401(k)...Hourly payWork at officeLocal areaImmediate start- Peapack Private Bank & Trust is seeking a Retail Private Banker in Summit, NJ to deliver exceptional service to existing and prospective clients. You will manage the full client experience, identify cross-sell opportunities, and coordinate with partner lines to fulfill...
- Montville Veterinary Group is seeking a friendly individual to join our busy small animal hospital. We value customer service, teamwork, and reliability. The role offers either full-time or part-time schedules and requires weekend shifts on occasion. Responsibilities include...Full timePart timeShift workWeekend work
- H&R Block is seeking a seasonal Client Service Professional / Receptionist in Rockaway, NJ. You will greet clients, manage check-in, schedule appointments, and support day-to-day office operations in-person during tax season. The role requires strong interpersonal skills...Seasonal workWeekend workAfternoon shift
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