Wealth Management Client Services Specialist (Remote Eligible)
$25 - $44 per hourBank of America ATM
Southampton, NY
- Remote job
Bank of America is hiring for a role supporting client service needs for Financial Advisors within Merrill Wealth Management. The position requires a High School Diploma and emphasizes a client-centric mindset, attention to detail, and the ability to learn. Candidates will handle diverse client service tasks, ensuring timely and accurate support with the possibility of benefits and incentives. An ideal candidate will be proficient in Microsoft Office tools, possess strong communication skills, and exhibit a commitment to professional growth. This position operates within the 1st shift and offers hourly pay ranging from $25.00 to $44.00. #J-18808-Ljbffr Bank of America
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Specialist (Remote Eligible) in Southampton, NY vacancy
- The Strategic Implementer is seeking a Client Service Associate to join their wealth management team remotely. The ideal candidate will have at least 5 years of financial services experience, with a strong client service background. Responsibilities include responding...Remote jobWork at officeFlexible hours
- ...Description At J.P. Morgan Wealth Management, we have an... ...for helping our clients, building... ...extraordinary customer service while maintaining... ...Investment Specialist in J.P. Morgan Wealth... ...a week and work remote two days. Department... .... Those in eligible roles may receive...Remote workWork at officeMonday to Friday3 days per week
$80k - $100k
Alta Wealth Partners is hiring a Remote Client Service Associate. The role involves managing client requests, supporting advisors, and handling various administrative tasks efficiently. Ideal candidates should have a minimum of 5 years in financial services, with strong...Remote job$65k - $80k
Oakwell Private Wealth Management LLC based in Austin, TX is looking for a Fully Remote Client Service Onboarding Specialist to join the team. This role focuses on preparing for new client onboardings, responding to client requests, and supporting advisors in their tasks...Remote job- Focus Partners Wealth in Needham is looking for a Client Service Specialist to provide exceptional service and exceed client expectations. You will handle operational... ...a hybrid work schedule (3 days in-office, 2 days remote), emphasizing flexibility and adaptability to meet...Remote workWork at office
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and... ...extraordinary customer service while maintaining a strong... ...New Client Investment Specialist in J.P. Morgan Wealth... ...days a week and work remote two days. Department...Remote workWork at officeMonday to Friday3 days per week
- ...Client Service Officer Card Specialist (Hybrid/Remote Eligible - MO Only) Summary This position supports clients with debit card and credit card services which... ...and maintain positive working relationships with management, vendors/partners, peers and bank associates. Proven...Remote workTemporary workWork at officeMonday to FridayShift work
Enterprise Bank & Trust
Overland Park, KS3 days ago - Bank of America is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have...Remote jobHourly payFlexible hours
- Bank of America is seeking a client service professional for their Merrill Wealth Management team in Hartford, Connecticut. This role focuses on supporting Financial Advisors and their clients, ensuring operational excellence, and delivering exceptional service. The ideal...Remote jobHourly pay
$25 - $44 per hour
Bank of America is hiring for a client service role located in Bellevue, Kentucky. The position involves supporting Financial Advisors by... ...The role offers an hourly pay range of $25.00 to $44.00 and is eligible for industry-leading benefits. #J-18808-Ljbffr Bank of...Remote jobHourly pay- Focus Partners Wealth, located in Los Angeles, CA, seeks a Client Service Specialist who provides exemplary service to clients and advisors. In this remote position, candidates should be located in the... ...position entails using Salesforce to manage client cases and requires a...Remote job
$25 - $44 per hour
Bank of America is searching for a Client Service Associate to join Merrill Wealth Management in Smithtown. The role involves supporting Financial Advisors and ensuring excellent client service, which includes educational outreach on the bank's services and managing client...Remote jobHourly pay$65k - $80k
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team. At Oakwell, we pride ourselves on building relationships with our clients through education, integrity...Remote workFull timeWork from home- Bank of America is seeking a client service support role within Merrill Wealth Management in Glastonbury, CT. This position is vital in assisting Financial Advisors by providing excellent client service, ensuring operational excellence, and maintaining compliance with...Remote jobHourly pay
- Paraplanner / Wealth Management Client Service Associate North Barrington, IL | Hybrid (4 days on-site / 1 day remote) Salary: $65,000 to $85,000 DOE, bonus eligible About the Role Our client is a nationally recognized financial services firm with more than 100 locations...Remote workWork at officeFlexible hours
- Busey in St. Louis seeks a Wealth Management Client Services Associate to enhance client experiences and support the Wealth Management Team. This role involves responsibilities in sales support, compliance, customer service, and teamwork. Qualified candidates will possess...
- Busey seeks a Wealth Management Client Services Associate in Edwardsville to enhance client experience by servicing needs and providing support to the Wealth Management Team. The ideal candidate will have a Bachelor’s degree in business or finance, strong organizational...
- ...Land, Texas. The role requires keeping management systems updated, preparing reports for client meetings, and educating clients about account services. A high school diploma and client... ...experience are necessary. As part of the Wealth Management team, you'll operate in a...
- Axos Bank is seeking a Client Service Advocate in Englewood, Colorado, to provide high-quality service to Registered Investment Advisor... ...growth. The ideal candidate has a strong background in Wealth Management, excellent communication skills, and a commitment to client...
- ...This role provides an excellent opportunity to enhance your wealth management experience while collaborating with various internal departments... ...include daily communication with advisors and clients, handling account requests, and offering administrative support...Full timeWork at office
$52k - $65.2k
BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client...$85k - $100k
ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3-7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates...Work at office- UBS is looking for a service-oriented individual to provide operational and administrative... .... In this full-time role, you will manage client information and assist with client-related... ...Your expertise will be valued within the Wealth Management team, where you’ll educate clients...Full time
- A growing wealth management firm is seeking a detail-oriented Client Services Associate in Westborough, MA. In this role, you will support financial advisors with daily operational tasks, ensuring exceptional client experiences. The ideal candidate has 2-5 years in financial...Work at office
- A boutique financial advisory firm is seeking a Wealth Management Client Service Associate to manage client onboarding, service requests, and account maintenance. The role offers a supportive environment for professional growth and emphasizes teamwork and ethics. With...
$80k - $140k
Monograph Wealth is seeking a Client Service Specialist in Manhattan Beach, CA. The role supports ultra high net worth clients, ensuring timely and accurate service delivery. The ideal candidate will possess financial literacy, strong organizational skills, and experience...- A financial services firm in Ohio is seeking an experienced professional to assist with account-related services for Wealth Management clients. Responsibilities include managing client service requests, processing account changes, and ensuring compliance with billing specifications...Work at office
$75k - $80k
...career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their... ...provide investment and advisory services for pension plans, sovereign wealth... ...$80,000. In addition, you may be eligible for a discretionary bonus if you...$50k
**About Wealth Enhancement**Wealth... ...independent wealth management firm with an... ...lives of our clients. We... ...investment management services to over 80,000... ...Client Acquisition Specialist** that will... ...these shifts are eligible for pay... ...results.*#LI-REMOTE#LI-KJ1**Comprehensive...Remote workFull timeTemporary workWork at officeFlexible hoursShift workAfternoon shiftWeekday work- ...Description The Senior Surety Client Manager supports Producers and... ...and highly effective customer service capabilities Ability to handle... ...which includes the following (eligibility requirements apply): Health... ...” style, with a mix of remote, in‑person and in‑office interactions...Remote workTemporary workWork experience placementWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
WTW inc.
Doral, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Specialist (Remote Eligible). Be the first to apply!
Related searches
- airport customer experience specialist Southampton, NY
- customer support representative Southampton, NY
- service person Southampton, NY
- e-commerce customer service representative Southampton, NY
- warehouse customer service representative Southampton, NY
- customer service officer Southampton, NY
- client service representative Southampton, NY
- technical customer service advisor Southampton, NY
- client service consultant Southampton, NY
- customer support agent Southampton, NY