- Bank of America (San Francisco, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... development, wealth planning, investment management , or relationship management . Key responsibilities include providing quality client service, and… more
- US Bank (Greenwich, CT)
- …and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist . Works proactively ... a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank.… more
- Goldman Sachs, Inc. (New York, NY)
- …with other teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide opportunities to enhance ... advisors, and individuals. Alternatives Capital Formation (ACF) is part of the Client Solutions Group (CSG) within Asset Management . ACF manages capital… more
- Summitry (San Mateo, CA)
- Job Description Client Service Specialist Summitry is a Bay Area-based wealth management firm with over $3B in assets under management , 40+ ... local insight. As a flagship firm of Aspen Standard Wealth , Summitry is part of a broader mission to...Work environment: Hybrid - WFH 50%/month Job Summary The Client Service Specialist is client -facing… more
- MRA Recruiting Services (Minneapolis, MN)
- Job Title: Client Service Specialist Company: Laurel Wealth Planning Location: Edina, MN - Hybrid About our Firm Laurel Wealth Planning (LWP) has served ... support. *Senior Client Service Specialist : trusted authority for client account needs. *Paraplanner: supports wealth managers in financial planning… more
- Franklin Templeton (Stamford, CT)
- …our clients achieve their investment goals. Our dynamic and diversified firm spans asset management , wealth management , and fintech, offering many ways to ... for our clients around the world! What is the Client Service Specialist responsible for? We are...Advisor Services. This individual may also have some relationship management responsibilities. The successful candidate will be considered a… more
- Arch.co (New York, NY)
- …a best-in-class client experience Bonus Points If You: Have worked in wealth management , private funds, a family office, or accounting Are familiar with ... we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for...We're Looking For 2+ years of experience in project management , implementation, client services, or consulting Self-starter… more
- Corient Private Wealth LLC (Chicago, IL)
- …the community - Volunteer days Corient is an integrated national US wealth management firm providing comprehensive solutions to ultra-high-net-worth and ... a full life, while enabling them to preserve their wealth for future generations, and provide for the people,...client funds transfers via custodian systems Maintain CRM ( Client Relationship Management ) system with client… more
- NFP (San Rafael, CA)
- …thoughtful, collaborative strategies that focus on what is most important to each client . Wealthspire Advisors acts as a wealth manager, investment Advisor, ... for meetings Systems: Proficient with in-house office systems - Client Relationship Management and Document Management Systems (eg, Salesforce, DocuSign,… more
- Waldron Private Wealth (Plymouth, MI)
- …for individual's Trusts, LLCs, LPs, etc. Set up and maintain various client transactions (eg cash management , insurance, tax payments, real estate ... Description Waldron Private Wealth (Waldron) is seeking a motivated, organized and...individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide… more
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