- Morgan Stanley (Miami, FL)
- … Management* **Title:** *Private Wealth Management Registered Client Service Associate ** - Bilingual English/Spanish* **Location:** *Florida-Miami* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of...Diploma/Equivalency * College degree preferred * Addepar experience * Bilingual - English/Spanish _*Knowledge/Skills*_ * Strong industry, product, and… more
- Morgan Stanley (Miami, FL)
- … Management* **Title:** *Private Wealth Management Registered Client Service Associate - Bilingual English/Spanish* **Location:** *Florida-Miami* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of...Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Principal Financial Group (Miami, FL)
- **What You'll Do** We're looking for a ** Wealth Service Associate ** to join our Principal Asset Management team! This role works collaboratively with our ... you'll do: + Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales… more
- Citigroup (Miami, FL)
- The Inv Sales Service Senior Analyst also known as the Investment Support Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, ... Sales Assistant Sr. Analyst role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across Citi… more