- JPMorgan Chase & Co. (Voorhees, NJ)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Bank of America (Boston, MA)
- …focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of...service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through… more
- Citigroup, Inc. (Paramus, NJ)
- …do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...other compliance norms Partner with all roles on branch team to ensure all clients have a positive in-branch… more
- Citigroup, Inc. (Chicago, IL)
- …Lead client onboarding and account opening efforts as a part of our core client coverage team Partner with sales teams to exceed client expectations and ... account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert...to our clients Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications… more
- Citigroup, Inc. (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment… more
- Capco (New York, NY)
- …Management practice welcomes industry change as an opportunity to transform the way wealth and asset managers service their clients. As technology advances and ... About the Team : Capco is a global business and technology...Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in strategy to execution client… more
- US Bank (Greenwich, CT)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, ... Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team . In This Role You Will: Meet with affluent… more
- Choreo (Charlotte, NC)
- … management practice, including operations, investment management, case development, the client service model, and new business acquisition. Primary ... office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in...team members in various roles to serve a client base consisting of high-net-worth families and business owners.… more
- Mowery & Schoenfeld Llc (Lake Forest, IL)
- …opportunity for hungry wealth advisors with exceptional follow-through and a passion for client service . From day one, you can make an impact and contribute ... background welcomed. Financial planning software knowledge such as MoneyGuidePro(R). High-level client service skills and ability to explain complex financial… more
- Wealth Enhancement Group (Akron, OH)
- …the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, ... please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the client and the… more
- NFP (New York, NY)
- …riders, and face amount reductions. Partners with Private Wealth Management Team to process individual asset management applications, service requests, and ... Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and… more
- First Horizon (Maryville, TN)
- Location : On site at location listed in job posting. Summary : The Wealth Management Client Specialist will be actively involved in supporting advisor(s) ... through a full service platform. Assists in achievement of sales revenue by...building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client … more
- Guidepoint (New York, NY)
- Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to ... role in Guidepoint's success. As an Associate on the Client Service team , you will...which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies… more
- Morgan Stanley (Fort Lauderdale, FL)
- …(Word, Excel, Outlook and PowerPoint) *Exceptional writing, interpersonal and client service skills *Strong time management skills * Team player with the ... with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT: Provide service coverage for a FA/PWA/ team including: *Supporting the FA/PWA/ team … more
- NFP (Los Angeles, CA)
- …Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service ... summaries. Coordinates tasks and responsibilities for all joint work cases. Client Service Provide high-level administrative support to the Relationship… more
- Waldron Private Wealth (Wayne, PA)
- …and task oriented individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level ... administrative service for the firm's high net-worth clients. In this...In this role you will: Build and maintain strong client relationships to ensure retention and client … more
- PNC Financial Services Group, Inc. (Nassau, NY)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... opportunity to contribute to the company's success. As a Wealth Advisor within PNC Investments, you may be based...clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- Morgan Stanley (Walnut Creek, CA)
- …(Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/ team including: Supporting… more
- Oppenheimer & Co. Inc. (Jericho, NY)
- …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Jericho, NY branch office. The RCSA's primary ... tasks so that the team grows their business, runs smoothly, and meets service excellence standards. Responsibilities Learn and adapt to service the needs of… more
- NFP (West Hartford, CT)
- … to clients that pairs tailored portfolios with a personalized financial plan and service team . With the ultimate goal of simplifying financial lives and helping ... clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and...division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility… more
