Wealth Management Client Support Specialist

Phaxis is looking for a dedicated Wealth Management Client Specialist to enhance our client services team.Key Responsibilities:Oversee and manage the client onboarding journey, ensuring a seamless and effective transition for new clients.Maintain comprehensive documentation of all client interactions and provide timely updates to the team.Implement the...

Position Title: Wealth Management Client Relationship SpecialistLocation: New York, New YorkJob Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections.We prioritize Responsible Growth, ensuring we meet the needs of our clients, employees, communities, and shareholders consistently.Our commitment to...

Exciting Opportunity in Wealth ManagementWe are seeking a dedicated Client Services Associate to enhance our Wealth Management division, focusing on Ultra-High-Net-Worth clientele and collaborating closely with our sales professionals.This role offers the chance to work within a prestigious global financial services organization, directly supporting...

Exciting Opportunity in Wealth ManagementWe are seeking a dedicated Client Services Associate to enhance our Wealth Management division, specifically focusing on the needs of Ultra-High-Net-Worth clients and collaborating closely with our sales team.This role is integral to one of the most prestigious global financial institutions, where you will partner...

Administrative Support Specialist in Asset & Wealth Management Location: New York, NY Work Environment: Onsite Required Contract Duration: 6 Months+ Compensation: $35/hr We are seeking a dedicated Administrative Support Specialist to deliver comprehensive assistance across the Asset & Wealth Management division. Important Notice: S3 does not...

Position OverviewAt EisnerAmper, we seek individuals who embrace innovation, welcome diverse perspectives, and are driven to make a significant impact. Whether you are at the beginning of your career or looking to advance as an experienced professional, the EisnerAmper experience is unique. We provide the resources necessary for you to shape a fulfilling...

Job Overview: In the realm of wealth management, client interactions transcend mere transactions; they are vital relationships that require careful cultivation. As a Wealth Management Planning Consultant, your role is pivotal in fostering these connections.Key Qualifications:Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses (or the ability...

About the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team at NFP. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our wealth management division.Key ResponsibilitiesDevelop and maintain strong...

About the RoleCitigroup Inc. is seeking a highly skilled Wealth Credit Management Specialist to join our team in New York. As a key member of our Wealth Management division, you will play a critical role in ensuring the credit risk management of our lending activities.Key ResponsibilitiesDevelop and enhance the credit risk analytical framework to support...

Private Wealth Advisor Position at Capital GroupCapital Group Private Client Services, a leading wealth management firm, is seeking experienced wealth advisors to join their team. As a Private Wealth Advisor, you will be responsible for generating new leads of high-net worth clients, developing business strategies, and creating customized wealth plans. You...

Job OverviewWe are looking for a committed Client Support Specialist to join our team at Phaxis - Support Services. This role is essential in providing assistance and direction to individuals requiring support, ensuring they access the necessary services and resources to enhance their well-being.Key Responsibilities:- Perform evaluations to identify clients'...

Job DescriptionJob Title: Private Wealth Relationship ManagerJob Summary:We are seeking a highly skilled Private Wealth Relationship Manager to join our team at Bank of America. As a key member of our Financial Advisor team, you will play a critical role in developing and enhancing existing client relationships, providing specialized support, and driving...

Job OverviewPosition: Wealth Management AdvisorLocation: New York, NY (Hybrid Schedule)Compensation: $130k-$170k base salary plus performance bonuses (Total compensation potential of $200k) Our client, a prominent and reputable Registered Investment Advisor (RIA) and Wealth Management firm, is seeking a seasoned, client-oriented Wealth Management Advisor to...

Job Opportunity: Wealth AdvisorAbout RightWorks Staffing: RightWorks Staffing is a leading provider of high-end talent to the financial services industry. We specialize in connecting top professionals with top-tier investment firms.Job Summary: We are seeking experienced Wealth Advisors to join our team. As a Wealth Advisor, you will be responsible for...

Position OverviewLiberty Management is seeking dedicated and self-driven individuals who excel in a client-focused atmosphere and are committed to prioritizing customer satisfaction. As a Junior Client Support Specialist, your primary goal will be to guide and assist clients in exploring innovative beverage solutions available in their vicinity. We value...

Citi Global Wealth Overview:Citi Global Wealth consolidates the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, engages affluent and high-net-worth segments via Citigold and Citigold Private Client, and facilitates wealth...

Position: Asset & Wealth Management Administrative Assistant Location: New York, NY Work Arrangement: Onsite Required Contract Duration: 6 Months+ Compensation: $35/hr We are seeking a dedicated Administrative Assistant to deliver comprehensive support across the Asset & Wealth Management division. Important Notice: S3 does not request any fees...

About Northern Trust Corporation:Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are committed to delivering exceptional service, expertise, and integrity, while...

Job OverviewWe are looking for a dedicated Client Support Specialist to enhance our customer service operations. In this role, you will assist clients by delivering service details and addressing their concerns effectively.Key Responsibilities:Manage customer inquiries and resolve complaintsDeliver comprehensive information regarding our servicesDiagnose and...

Job DescriptionJob Summary: IDB Bank is seeking a Private Banker to support the bank's strategic growth in one of our primary regions. The ideal candidate will have an established book of business and expertise in wealth management and financial advisory.Key Responsibilities:Identify potential new clients and build mutually beneficial relationships.Act as...