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Wealth Client Service Associate Jobs in New York

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 , 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
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
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.
J.p. Morgan Wealth Management - Client Service Team Lead - New York, Ny
By JPMorgan Chase Bank, N.A. At , New York, Ny $118,750 - $185,000 a year
Required qualifications, capabilities, and skills
Provide field feedback to practice management on key initiatives
Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
Focus on the employee experience, help define and drive an inclusive culture within the organization
3-5 years proven experience leading teams and coaching in a client-focused environment

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