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Wealth Management Client Service Associate Jobs

Wealth Management Associate Jobs
By TalentWealth At New York City Metropolitan Area, United States
Document all client servicing activities on our portfolio management system according to firm procedures
Ability to quickly learn the investment management process, securities, portfolio management and reporting systems, and trading systems specific to the firm
This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.
Work closely with Portfolio Managers, custodians, accountants, lawyers and interested parties to resolve any account-related issues.
3+ years of experience in client servicing with an RIA or financial advisory practice
Extensive knowledge of financial services and investments industry
Wealth Management Coo Associate
By Jefferies At New York, United States
• Advanced skills in MS Excel; experience with Database management (Access, OracleSQL, etc)
• 3+ years’ experience within Wealth Management, or other Financial Services/sales organization
• Excellent time management skills and the ability to prioritize work
• Creating and maintaining monthly, quarterly and annual reports for management
• Assisting with presentations to senior management within Wealth Management and in the broader firm
• Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills
Investment Associate- Wealth Management
By Northern Trust Corp. At , Miami

Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material ...

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
Wealth Management, Us Deposit Sales Banking – Associate
By JPMorgan Chase & Co At , New York, 10017 $104,500 - $160,000 a year
Maintain expert knowledge of Deposit, Cash Management and Treasury Services solutions
1-3+ years of Deposits / Cash Management / Treasury Services sales experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Required Qualifications, Skills and Capabilities
Partner with regional Deposit and Liquidity Managers to drive increased penetration of banking products and solutions for existing and new clients
Prepare proposals, pricing analyses and cost/benefit analyses based on client needs
Internal Communications Associate – J.p. Morgan Wealth Management
By JPMorgan Chase & Co At , New York, 10017 $71,250 - $110,000 a year
Required Qualifications, capabilities and skills:
Preferred Qualifications, capabilities and skills:
Use internal technology to track engagement of internal communications and offer advice on the best strategy for reaching employees
3-5 years of Communications experience
Superior writing skills with versatility in format, including technical writing, executive messaging and copy editing
Assist with major communications initiatives
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
Associate, Wealth Management Jobs
By IEQ Capital At , Foster City, Ca $70,000 - $97,500 a year
Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
The salary range for this role is $70,000 - $97,500, depending on skills and experience.
1-2+ years of relevant work or internship experience preferred
Exceptional organizational skills and attention to detail
Exceptional verbal and written communications skills
Good relationship-building skills both inside and outside of the organization
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:
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 Operations / Client Services Manager
By AK Advisory Partners At Los Angeles, CA, United States
· 3+ years of management experience
JOB FUNCTION 2: CLIENT RELATIONSHIP MANAGEMENT
JOB FUNCTION 4: Industry/Product/Company Knowledge
· Demonstrates knowledge and can accurately execute against Suitability Guidelines, operational processes and sales model
· Attends Client Services and company educational events
· 3+ years of industry experience specifically in client servicing
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
Asset & Wealth Management, Marcus By Goldman Sachs, Pricing & Analytics, Associate
By Goldman Sachs At New York, NY, United States
Strong project management skills; self-driven; ability to work independently and cross-functionally
You will analyze customer journeys across digital touchpoints and make recommendations to improve customer experience
1-5+ years of experience with analytics, metrics and reporting in the financial services industry; consumer banking preferred
Prior experience developing data driven strategies in a deposits business or with B2C marketing analytics is preferred
Experience with Tableau, Power BI or similar data visualization tools
You will be developing the customer segmentation and framework to measure the lifetime value of customers with savings and invest products.
Foreign Exchange Client Management - Associate
By JPMorgan Chase & Co. At New York, NY, United States
Relationship management skills - both internal and external
Ensuring consistent, highest quality of service standards for each relationship, driving the development of appropriate metrics and management reporting
Effective pipeline management and coordination of sales efforts across regions
Knowledge of FX markets, trading and trade lifecycle with strong operational experience
Morgan Securities Services FX Client Management Team
Manage top tier custody FX client relationships with client contacts at all seniority levels
Client Analyst - Institutional Wealth Management
By ProPivotal Staffing At Boston, MA, United States
2-5 years of professional experience within the investment management industry
Participate in various projects and cross-functional working groups related to the Client Service Management function
Client Analyst - Institutional Wealth Management
You will work closely with Client Service Managers and be accountable for coordinating client-related activities
Excellent communication skills, both oral and written
Strong opportunity for career growth
Asset & Wealth Management, Marcus By Goldman Sachs, Acquisition Marketing, Associate
By Goldman Sachs At Chicago, IL, United States
Manage projects to enhance the organization’s marketing tech stack (as needed)
Help manage the relationship with our affiliate marketing vendors, collaborating with them to execute no initiatives aimed at driving growth.
3-5 years of digital marketing experience in paid search, media, and / or affiliate marketing
Experienced in performance driven marketing and optimization tactics
Working experience with Google Marketing Platform (CM, SA360, DV360, GA360, Google Ads)
Strong analytical and strategic skills. Must have ability to analyze historical results and understand implications for future programs
International Wealth Management Strategy Associate
By Morgan Stanley At New York, NY, United States
2-3 years of experience in a strategy, sales, relationship management
Good understanding of the Wealth Management space with an interest for International Wealth Management. Ideally prior global/international experience
Support growth strategy and business management initiatives through problem solving, issue analysis, financial modeling and project management
Monitor industry trends and provide analysis of competitive developments to the IWM team and senior management
Develop marketing materials for educational and client purposes
Strong communication and collaboration skills
Manager, Client Service Management
By American Trust At United States
You have effective project management and prioritization skills.
Manage Supervisor(s) and Client Service Manager team(s) to deliver best-in-class client experience.
Foster a partnership with Relationship Management team in execution of value-added client review process.
Perform assigned project work as identified by the Director of Client Service Management.
Work with staff and senior management to identify opportunities and implement changes to improve operating processes, both for effectiveness and efficiency.
College degree (in related field preferred) and/or commensurate experience in financial services.

Are you looking for a rewarding career in wealth management? Join our team as a Wealth Management Client Service Associate and help our clients achieve their financial goals! You'll be responsible for providing exceptional customer service and support to our clients, as well as helping them navigate the complexities of wealth management. If you have a passion for helping others and a drive to succeed, this is the perfect job for you!

What is Wealth Management Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Knowledge of financial markets and products
• Proficiency in Microsoft Office applications
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Strong organizational and problem-solving skills
• Ability to maintain confidentiality

What is Wealth Management Client Service Associate Qualifications?

• Bachelor’s degree in finance, economics, accounting, or related field
• Relevant experience in the financial services industry
• Series 7 and 63 licenses
• Knowledge of financial planning software

What is Wealth Management Client Service Associate Knowledge?

• Knowledge of financial markets and products
• Knowledge of financial planning software
• Knowledge of investment strategies
• Knowledge of regulatory and compliance requirements

What is Wealth Management Client Service Associate Experience?

• Previous experience in a client service role
• Previous experience in the financial services industry

What is Wealth Management Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to client inquiries in a timely manner
• Process client transactions accurately and efficiently
• Monitor client accounts and provide updates
• Assist with the preparation of client financial plans
• Assist with the preparation of client investment portfolios
• Maintain client records and ensure accuracy
• Assist with the preparation of