- Bank of America (Miami, FL)
- Registered Wealth Management Client Associate Miami, Florida **Job Description:** Merrill Wealth Management is a leading provider of ... culture driven, resilient, results focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales… more
- Morgan Stanley (Miami, FL)
- …** Wealth Management * **Title:** *Private Wealth Management Client Service Associate Bilingual Spanish/English **Location:** *Florida-Miami* ... experience through an elevated standard of care. The Client Service Associate assists with the development...- Proactively participate in firm initiatives directed by local management - Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Coral Gables, FL)
- …**Job:** ** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate - Bilingual Spanish/English * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Miami, FL)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate - Bilingual ... - Experience focused on examining potential clients' source of wealth during the client onboarding process preferred...Excel, Outlook and PowerPoint) - Exceptional writing, interpersonal and client service skills - Strong time management … more
- Morgan Stanley (Miami, FL)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate - Bilingual: ... to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Morgan Stanley (Aventura, FL)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate - ... * Experience focused on examining potential clients' source of wealth during the client onboarding process preferred...Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management … more
- Equitable (Fort Lauderdale, FL)
- Wealth Management Associate - FL, Ft Lauderdale (6008) ( 24000068 ) **Primary Location** : UNITED STATES-FL-Fort Lauderdale **Organization** : Equitable ... Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- Fox Rothschild LLP (Miami, FL)
- …paralegals, and clients to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall approach to ... **Description** As a member of the Client Services Team (CST), the Client ...assigned. **QUALIFICATIONS (EXPERIENCE, KNOWLEDGE, SKILLS AND ABILITIES):** **Education:** + Associate 's Degree preferred; Bachelor's Degree a plus; applicable work… more
- ADP (Miami, FL)
- …+ Handles HR & Benefits Analyst escalations. + Provides feedback to management on associate development. + Establishes continuous improvement opportunities and ... and implements procedural changes geared at improving productivity, quality levels and client satisfaction in support of ADP TotalSource's HR & Benefits Products and… more
- Citigroup (Miami, FL)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Citigroup (Miami, FL)
- …location. Duties: Deepen client relationships and promote Citi's unique wealth management products and services developed specifically for Latin American ... and countries legal/ regulatory requirements. Create, organize, and implement a wealth management strategy designed to deepen relationships with existing… more
- Citigroup (Miami, FL)
- The Associate Banker SAFE Act LO is a strategic...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + ... with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- JPMorgan Chase (Miami, FL)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...will establish, maintain, and build relationships while delivering exceptional client service. As a Market Executive within JP Morgan… more
- KPMG (Fort Lauderdale, FL)
- **Business Title:** Advisory Associate , Federal Finance Transformation | Multiple Locations Fall 2024/Winter 2025 **Requisition Number:** 118901 - 22 **Function:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (Miami, FL)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118436 - 24 **Function:** Advisory **Area of Interest:** **State:** FL ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more