- Bank of America (Chandler, AZ)
- Wealth Management Client Service Representative Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help make ... in a call center and/or a financial/banking center + Customer service experience **Skills:** + Account Management + Customer and Client Focus + Issue … more
- JPMorgan Chase (Wilmington, DE)
- …and relationship management skills to provide an exceptional level of service to both our clients and Financial Advisors/ Client Associates. **Job ... talents and leadership capabilities in an inclusive community of Wealth Advisors. Offering a wide range of career growth,...memos. We value team members who are passionate about client service and can leverage their communication… more
- Bank of America (San Francisco, CA)
- …the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing the office ... overall delivery and management of the client service experience for Merrill Private Wealth Management . Accountable for proactive client … more
- M&T Bank (Boston, MA)
- …(HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client Service Value Proposition. Partners and ... policies and procedures that align with all aspects of Wealth Management sales and service ... client relationships through daily interactions with clients, Wealth Management team, and internal business partners… more
- JPMorgan Chase (Garden City, NY)
- …As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service , operational marketing and administrative ... support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not limited to… more
- Bank of America (Melville, NY)
- …balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the ... market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and...service experience and reviews the approval of new client accounts + Leads Wealth Management… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …immediate consideration. Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency ... first point of contact for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account… more
- HUB International (Los Angeles, CA)
- …services experience with a solid knowledge of industry rules and regulations ( wealth management experience preferred) + Proven ability to professionally answer ... + Positive attitude toward client relations to provide exceptional, proactive client service + Ability to interact with people across all levels of the… more
- CIBC (Madison, IL)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a ** Client Service Manager** , you will support Private Wealth relationship ... wealth management ). Prior Private Wealth account management experience is preferred. + ** Client service expertise:** You've worked in a client … more
- Charles Schwab (Atlanta, GA)
- … relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, ... foundational portfolio needs, and complex client service issues. This role will provide...opportunity to continue to build a strong foundation in wealth management and sets you on the… more
- Adecco US, Inc. (Pennington, NJ)
- …this role, click on Apply Now and upload your resume.** As a Wealth Management Client Care Customer Service Representative, you will work in an inbound ... contact center providing exceptional service to our Wealth Management ...including credit and debit cards and small business accounts. Client Service Representatives may handle inbound calls… more
- JPMorgan Chase (San Francisco, CA)
- …a high level of service . As a Client Specialist within JP Morgan Wealth Management , you will focus on addressing the wealth needs of High Net ... abreast of trends and strategies in wealth management and engage with other advisors on client...Morgan Wealth Management (primarily Case Wealth Management ) advisors on client … more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- JPMorgan Chase (New York, NY)
- …to better define, focus and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role ... a strong commitment to delivering exceptional client service . **Job responsibilities** + Coordinate with Private Wealth...feeders + Proven track record of leadership and team management in a client service … more
- Bank of America (Leawood, KS)
- Registered Wealth Management Client Associate Leawood, Kansas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life… more
- Bank of America (Pittsburgh, PA)
- Registered Wealth Management Client Associate Pittsburgh, Pennsylvania **Job Description:** **Merrill Wealth Management is a leading provider of ... other life goals through investment advice and guidance.** **Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Citigroup (New York, NY)
- …. Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...lending solutions across all three client segments including Citi Private Bank, Wealth … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Services is recruiting for a Junior Client Services Associate at a growing wealth management firm. This is a full-time permanent role based in San Mateo ... info and immediate consideration. Requirements + 2+ years of wealth management experience (NO exceptions) + Bachelor's...a plus + Personable, polished, and committed to exceptional client service + Highly organized, detail-oriented, and… more
- Citizens (San Francisco, CA)
- …with a strong emphasis on client -focused approaches + Background in private wealth management industry is advantageous Hours & Work Schedule * Hours per ... operational skills to facilitate business growth while ensuring exceptional client service . In this position, you will...+ Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management … more