- 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
- JPMorgan Chase (Boca Raton, FL)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- Wells Fargo (Fort Lauderdale, FL)
- **About this role:** Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… 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
- TD Bank (Miami Lakes, FL)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering ... the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit… 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
- JPMorgan Chase (Miami, FL)
- …to deliver comprehensive banking solutions. Lead team projects aimed at improving service delivery and client satisfaction. This position requires up to ... five (5) years of experience in the job offered or as Banker, Investment Banking Associate /Analyst, or related occupation. The employer will alternatively accept… 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
- AECOM (Fort Lauderdale, 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