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Wealth Client Service Associate Jobs

Registered Wealth Management Client Associate
By Bank of America At , Atlanta, 30326
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Registered Wealth Management Client Associate
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Senior Wealth Client Management Associate
By CAPTRUST At , Allentown, 18101
Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
Completion of a four-year degree from an accredited university or equivalent work experience
3-5 years’ experience in the investment industry is a plus
Excellent math skills and the ability to quickly grasp financial and investment concepts
Help CMCs review client activities and recurring tasks
Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
Client Service Officer - Associate
By Deutsche Bank At , Jacksonville, 32256
Analytical and problem-solving skills. Ability to take full ownership of client issues across the Cash Management organization
A deep understanding of global and local Brazil Cash Management and associated products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Customer service orientation and attitude with an ability to manage client expectations. A proven track record in customer service
Wealth Management Client Associate
By Bank of America At , New York
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Wealth Management Client Associate
By Bank of America At , Albuquerque, 87110, Nm
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Specific responsibilities include, but are not limited to:
Client Service Associate Jobs
By Raymond James At Leesburg, VA, United States
An equivalent combination of experience, education, and/or training as approved by Human Resources.
Ensures required client paperwork is current with firm and industry requirements, rules and regulations.
Performs other duties and responsibilities as assigned.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
High School Diploma or equivalent and one (1) or more year’s securities industry or related work experience preferred.
Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries.
Wealth Management Client Associate
By Bank of America At , New York, Ny
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Private Wealth Management Registered Client Service Associate
By Morgan Stanley At , Atlanta, 30326, Ga
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Private Wealth Management Registered Client Service Associate
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
EDUCATION LEVEL: Refer to Position Description
Two or more years of industry experience preferred
Wealth Management Client Service Executive
By Deutsche Bank At Jacksonville, FL, United States
Prior experience in Wealth Management
Assist Product Teams (e.g., Discretionary Portfolio Management – (DPM)) in managing and servicing their client’s transaction and account opening needs
Demonstrate knowledge and understanding of the Private Bank product offerings (e.g., DPM, Custody, Trust etc.)
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Private Wealth Management Client Service Associate*
By Morgan Stanley At , Atlanta, 30326, Ga
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Private Wealth Management Client Service Associate*
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Wealth Management Client Associate
By Bank of America At , Raleigh, 27609, Nc
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Wealth Management Client Associate
By Bank of America At , Saint Petersburg, 33701, Fl
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Wealth Management Client Associate
By Bank of America At , Miami, 33131, Fl
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Client Service Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Portuguese speaking skills a plus
Exceptional writing, interpersonal and client service skills
Wealth Management Client Associate
By Bank of America At , Minneapolis, 55402, Mn
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Specific responsibilities include, but are not limited to:
Client Service Associate* Jobs
By Morgan Stanley At Medford, OR, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Proactively participate in firm initiatives directed by local management
Strong computer skills and knowledge of Microsoft Office products
Industry experience is a plus
Exceptional writing, interpersonal and client service skills
Detail orientated with superior organizational skills and ability to prioritize tasks
Client Service Associate Jobs
By JPMorgan Chase Bank, N.A. At , New York, Ny $76,000 - $106,000 a year
Required qualifications, capabilities and skills
Preferred qualifications, capabilities and skills
Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines
Share your knowledge and become a mentor to help your team succeed.
Strong experience of Over the counter (OTC) Credit & Rates derivatives products
Excellent verbal and written communication skills.
Client Service Associate Jobs
By Guidepoint At , Phoenix, Az $55,000 a year
Built-in mentorship to help you drive and improve your project management and customer service skills, to deliver excellent results for clients
Excellent time management and organizational skills
Work with Project Managers to develop strategies for satisfying each client project request
Excellent written and verbal communication skills
Commuter benefits and a corporate gym rate
Hard-working professionals who strive for excellence
Client Service Center - Service Professional - Wealth Management Operations
By Morgan Stanley At , South Jordan, 84095, Ut
Client Service Center - Service Professional - Wealth Management Operations
Financial services/banking/ brokerage experience preferred
Strong organizational skills, attention to detail, and excellent follow-up skills
Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
Ability to be self-motivated and succeed in a team atmosphere
Candidates must have flexibility in work schedule
Wealth Strategy Associate Jobs
By UBS At , Dallas, Tx
Ideally 3-5 years of experience in client service, within the finance sector
Business management, administration and support
ideally 3-5 years of experience in client service, within the finance sector
Bachelor's degree or equivalent, focusing on Finance or Business preferred
Excellent communicator, with top-notch interpersonal skills
excellent communicator, with top-notch interpersonal skills

Are you looking for a job that offers a great work/life balance and the opportunity to make a difference in the lives of others? We are looking for a Wealth Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, providing financial advice, and helping clients reach their financial goals. If you are passionate about helping people and have a strong customer service background, this could be the perfect job for you!

Overview:

A Wealth Client Service Associate is responsible for providing excellent customer service to clients of a wealth management firm. They are responsible for responding to client inquiries, resolving client issues, and providing advice and guidance on financial matters. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner.

Detailed Job Description:

Wealth Client Service Associates are responsible for providing excellent customer service to clients of a wealth management firm. They must be able to respond to client inquiries in a timely and professional manner, and be able to resolve client issues quickly and efficiently. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner. They must also be able to provide advice and guidance on financial matters, and be able to recommend appropriate products and services to meet the client’s needs.

What is Wealth Client Service Associate Job Skills Required?

• Excellent customer service skills
• Excellent communication and interpersonal skills
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a customer service role
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Knowledge?

• Knowledge of financial products and services
• Knowledge of financial markets and trends
• Knowledge of financial regulations and laws
• Knowledge of customer service principles and practices

What is Wealth Client Service Associate Job Experience?

• At least two years of experience in a customer service role
• Experience in a financial services or wealth management firm
• Experience in providing advice and guidance on financial matters

What is Wealth Client Service Associate Job Responsibilities?

• Respond to client inquiries in a timely and professional manner
• Resolve client issues quickly and efficiently
• Explain financial products and services to clients
• Provide