Client Success Associate
The Brixton
About Us
At The Brixton Inc , we’re passionate about helping our clients succeed. We provide innovative marketing solutions that help businesses grow. We’re looking for a proactive and personable Client Success Associate to join our growing team and ensure our clients receive the support, guidance, and value they deserve.
What You’ll Do
As a Client Success Associate, you’ll be the go-to contact for our clients—ensuring they have a smooth experience, get the most from our products or services, and stay excited about partnering with us.
Key responsibilities include:
- Building and maintaining strong, long-term relationships with clients.
- Serving as the main point of contact for client enquiries, support, and follow-ups.
- Assisting new clients through onboarding and training processes.
- Monitoring client accounts to ensure satisfaction and identify opportunities for growth.
- Gathering and analyzing feedback to improve client experience and internal processes.
- Collaborating with sales, marketing, and product teams to deliver seamless client experiences.
- Tracking client engagement and preparing regular reports on account health and performance.
If you’re passionate about helping clients succeed and thrive in a fast-paced environment, we’d love to hear from you!
$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...SuggestedFull time- ...The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/... ...Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work...SuggestedWork experience placement
- ...Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial... ...skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting...SuggestedWork at officeFlexible hours
$21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...escalation Influence Stakeholder Success: ~ Build and maintain strong relationships... ...the applicable geographic differential associated with the location at which the position...SuggestedHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- Uloop Inc. is seeking a KYC/AML Associate in Miami, Florida, responsible for managing the... ...compliance with regulatory standards. The successful candidate will have over 5 years of... ...ensure a seamless onboarding process for clients. The position offers a competitive salary...Suggested
- JPMorgan Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors. This role involves... ...relationships, and assisting in wealth planning. The successful candidate will hold a Series 7 license and other required...
- ...services firm in Miami seeks a Business Development Associate to support Financial Advisors in cultivating client relationships and delivering exceptional service.... ...where the candidate can thrive and contribute positively to client success. #J-18808-Ljbffr PowerToFly
- ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment... ..., training, military experience, education ~ US only: Successfully completed Financial Industry Regulatory Authority (FINRA)...Ongoing contractWork experience placementWork at officeImmediate start
- ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients... ..., FBI Criminal Background and credit check must be successfully passed before job offer is presented Functional Skills &...Temporary workWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Work at officeLocal area
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,...Work experience placementWork at office
- PowerToFly is looking for a Client Service Associate in Miami, Florida. This role involves supporting financial advisors and providing exceptional... ...strong relationships through regular interactions. Successful candidates should have a high school diploma, two years of...Work at office
- Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
$70k - $100k
...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to... ...deep understanding of financial products and markets. The successful candidate will work closely with clients to address their...Full timeLocal area- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin... ...they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high...
- ...Identification 210750043 Job Category Banking Associates Business Unit Consumer & Community... ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...workforce are directly linked to our success. We are an equal opportunity employer and...Full time
$60k - $85k
...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted... ...to a growing business and gain valuable experience. Success in this role requires a proactive and results-driven mindset, strong...Full timeRemote workMonday to Friday3 days per week- ..., solutions orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP... ...global workforce are directly linked to our success. We are an equal opportunity employer and place...Work at office
- Ascendo Resources is seeking a Junior Relationship Manager / Trading Associate in Miami to join their wealth management team. The ideal... ...strong organizational skills, and a service-oriented approach to client management. This role involves supporting advisors with account...
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and...
- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team, committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
- ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers...
- The Goldman Sachs Group in Miami is looking for an Associate in Client Relationship Management. This role requires close collaboration with private wealth advisors to offer exceptional service to ultra-high net worth clients in Central and South America. Candidates must...
- Responsibilities Billing support including WIP analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for new projects using Icertis or other software, submission to DocuSign and monitoring statuses...Work at officeLocal areaShift work
$55k - $70k
...service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...team, is seeking a motivated and detail-oriented Private Client Associate to join our growing practice. This is an excellent opportunity...Full timeInternshipWork at officeImmediate startWork from home- A global financial services firm is seeking a Business Development Associate in Miami. The role requires building trusted relationships with clients and supporting financial advisors in delivering exceptional service. Candidates should have over 5 years of relevant experience...
- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general...Work experience placementWork at office
- ...Corporation in Miami is looking for a Senior Investment Associate to support Portfolio Advisors and client service teams. This role involves preparing client-... ..., and ensuring accurate investment activity. The successful candidate will possess excellent communication and analytical...
$90k
Uloop Inc. is seeking a dependable Client Service Associate (CSA) to join their remote team. This role supports a high-performing financial services firm with client service and internal process management. Candidates must have 5 years of RIA or Broker/Dealer experience...Remote job$50.6k - $70.6k
Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. The CSA will drive the creation of the client’s KYC profile in Citi’s KYC systems and will establish the client’s relationship and account(s) opening with US. The CSA will...
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