- Santander US (Miami, FL)
- Client Service Associate , Investments , Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...support role within the Business Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Miami, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Weston, FL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- Bank of America (Miami, FL)
- Wealth Management Client Associate Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... Driven Financial Crime ("TDFC")) and policies of US Santander Corporate and Investment Bank (SCIB). Objectives are to 1) ensure compliance with anti-money laundering… more
- Truist (Miami, FL)
- …ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written and presentation skills. **General ... financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to… more
- World Insurance Associates, LLC. (Miami, FL)
- …and as part of a client team to manage a variety of client service tasks and projects including preparing and sending market RFP's, preparing renewals ... 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,...acts as a back-up to the lead servicer, providing client service support to clients and managing… more
- PNC (Aventura, FL)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... education and visibility among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve … more
- Deloitte (Miami, FL)
- …Deloitte's Enterprise Operations as a Service provides multi-year managed service contracts to support enterprise technology investments and key business ... where you can establish a deep and long-term relationship with your client while delivering ongoing support and enhancements for technology and business processes… more
- Sodexo (Miami, FL)
- …leader, you will drive strategic growth, financial performance, and best-in-class service delivery, collaborating with senior leadership, client partners, and ... & Talent Development** + Lead a high-performance team of Senior National Client Executive ( Associate Vice President), ensuring strong leadership across multiple… more
- Marriott (Miami Beach, FL)
- …anticipated IT projects and property requirements, including anticipated ROI on technology investments . * Analyze and assess current IT landscape on property and ... cost models, etc. in written and/or oral formats. * Provide customer service to property leadership and associates at dedicated property/properties. * Respond to… more
- AECOM (Miami, FL)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... in contract negotiations with clients and subcontractors and drafts complex professional service agreements and addenda for review by senior management. + May… more