Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Associate - MIAMI

Citigroup Inc

Client Services Associate - MiamiWorking at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities:High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthlyProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requestsBuild and maintain relationships with client base, be familiar with target clients for various investment products and offeringsManage high call volume, screen and prioritize phone calls, take initiative with client inquiriesDepending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment CounselorsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.Qualifications0-2 years relevant experienceStrong organizational skills, ability to manage multiple concurrent deadlines and time management skillsStrong Communication SkillsProficient in Microsoft Office SuiteEnglish and Spanish requiredEducationBachelor's/University degree or equivalent experience

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate - MIAMI in Miami, FL vacancy
  • $50.6k - $70.6k

    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing...  ...: Client Services Time Type: Full time Primary Location: Miami Florida United States Primary Location Full Time Salary... 
    Suggested
    Full time
    Work at office

    Citi

    Miami, FL
    3 days ago
  • $64.62k - $90.18k

     ...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding...  ...---------------------------------------- Primary Location: Miami Florida United States -------------------------------------... 
    Suggested
    Full time

    Citigroup

    Miami, FL
    1 day ago
  • $120k

     ...Director of Operations Multi-Family Office Miami, FL Overview Boutique multifamily office...  ...-level investment and wealth advisory services is seeking a Director of Operations to join...  ...the leadership team in Miami. Extensive client contact. Highlights Serve as Director of... 
    Suggested
    Work at office

    Leah Yosef International

    Miami, FL
    2 days ago
  •  ...Bci provides financial services to individuals and corporation...  ...innovations and personalized client experience and, with more than...  ...The Registered Client Service Associate will be supporting Bankers/Financial...  ...onboarding in the Bci Miami side from beginning to end, including... 
    Suggested

    Banco de Credito e Inversiones

    Miami, FL
    more than 2 months ago
  • Citi in Miami, FL seeks a Client Services Associate to support securities operations and client services. The role applies policy knowledge, monitors money managers, and assists with account maintenance, transfers, and reporting. Ideal candidates have up to two years of... 
    Suggested

    Citi

    Miami, FL
    3 days ago
  • Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products. Responsibilities include assisting with... 

    Bci Miami

    Miami, FL
    5 days ago
  • About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive...  ..., account management, or customer success. Location: Miami, FL Employment Type: Full-Time What You’ll Do Serve as the... 
    Full time

    FF Inc

    Miami, FL
    2 days ago
  •  ...Description Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and...  ..., Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami, Philadelphia, San Francisco, Seattle, Washington, D.C. and... 
    Local area

    Goldman Sachs

    Miami, FL
    2 days ago
  • JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management. The... 

    JPMorgan Chase & Co.

    Miami, FL
    4 days ago
  • $75k - $95k

     ...Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management...  ...07:16 PM Locations 1450 Brickell Ave, Miami, FL, 33131, US Job Schedule Full time...  ...Description As a Senior Client Service Associate within the Latin America Private Bank at... 
    Full time
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Miami, FL
    4 days ago
  • $75k - $119.5k

    Client Service Officer (Associate)- LATAM Institutional Client Coverage Job ID: R0456037 Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2026-10-26 Location: Miami Position Overview Job Title Client Service Officer (Associate) - LATAM Institutional Client... 
    Full time
    Temporary work
    Part time
    Work at office
    Work from home

    Deutsche Bank AG

    Miami, FL
    3 days ago
  • TRCM is a growing private equity investment firm based in Miami. We operate in a fast-paced, entrepreneurial environment where...  ...the firm. We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and support... 
    Work at office

    TRCM Labs Inc.

    Miami, FL
    1 day ago
  • $75k - $100k

     ...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with... 
    Full time
    Part time
    Work at office
    Remote work
    Work from home
    Monday to Friday

    Procyon Corporation

    Miami, FL
    2 days ago
  • Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision... 
    Full time

    ADP - Automatic Data Processing

    Miami, FL
    5 days ago
  •  ...Senior Client Service AssociateAs a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point... 
    Work at office

    Chase

    Miami, FL
    1 day ago
  • $70k - $100k

    Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude... 
    Full time
    Local area

    Ascendo Resources

    Miami, FL
    4 days ago
  • Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions... 

    Morgan Stanley

    Miami Beach, FL
    4 days ago
  •  ...serving many sophisticated U.S. and international high net worth clients. Assistant Vice President - Private Banking Position Overview...  ...trades, and ensuring seamless delivery of private banking services. Responsibilities include facilitating account openings, supporting... 
    Full time
    Work at office

    Safra National Bank

    Miami, FL
    2 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    2 days ago
  •  ...Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities. Responsibilities... 

    Northpointe Staffing Professionals

    Coral Gables, FL
    5 days ago
  • $50.6k - $70.6k

     ...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and...  ...---------------------------------------- Primary Location: Miami Florida United States -------------------------------------... 
    Full time
    Work at office

    Citigroup

    Miami, FL
    1 day ago
  •  ...offering wealth management and comprehensive financial planning services to our clients. We work directly with clients on a fee-only basis and...  ...are seeking a detail-oriented, professional Client Services Associate / Executive Assistant to support our CEO and team to ensure... 
    Full time
    Work at office

    ENTELEVEST, LLC

    Coral Gables, FL
    7 hours ago
  • $38k

     ...Client Support Associate At Elevare Branding, we believe that exceptional results begin with exceptional...  ...Associate to join our growing team in Miami, FL. In this role, you will serve as a...  ...client relationships, maintain service excellence, and contribute to daily business... 

    Alphabe Insight

    Miami, FL
    1 day ago
  •  ...purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private... 
    Full time
    Local area
    Flexible hours
    Night shift

    Marsh McLennan

    Miami, FL
    1 day ago
  • Day Pitney's Private Client Department (PCD) is seeking an associate with a minimum of 3 years of trust and estates...  ...our Florida offices (Boca Raton, Miami, or West Palm Beach). Ideal candidates...  ..., professional and client service skills Strong written and verbal... 
    Work at office
    Remote work
    Flexible hours
    2 days per week

    Day Pitney LLP

    Miami, FL
    5 days ago
  • $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... 
    Full time

    Ascendo Resources

    Miami, FL
    2 days ago
  • $220k

    Medical Malpractice Attorney | Miami, FL (Remote) - $220K Location...  ...healthcare providers. Aging-services and healthcare litigation sit...  ..., and jury trial. Our client is a full-service defense firm...  ...complex civil litigation — current Associate, Counsel, or Partner... 
    Work at office
    Remote work

    We Are Legal Revolution

    Miami, FL
    4 days ago
  • Tom Trese Networking LLC is seeking an Associate Attorney for its Property & Casualty Insurance practice in Miami, Florida. This AmLaw 200 client role offers a hybrid schedule and the...  ...values initiative, teamwork, and client service. The ideal candidate will have a JD... 

    Tom Trese Networking LLC

    Miami, FL
    4 days ago
  • Our client, a prominent AmLaw 200 firm, seeks an Associate Attorney to join its Property & Casualty Insurance practice in Miami, Florida. This is an excellent opportunity for a litigator to handle...  ...that values initiative and client service. The role requires 3-6 years of... 

    Client Growth Resources, Inc

    Miami, FL
    2 days ago
  • $75k

     ...Automotive Service Advisor – Miami Lakes, FL $75,000+ Per Year | Monday–Friday | NO WEEKENDS WE'RE HIRING A SALES PROFESSIONAL, NOT JUST A SERVICE WRITER! Prestige Auto Tech is looking for a highly motivated, sales-driven Automotive Service Advisor to join our... 
    Monday to Friday

    Prestige Auto Tech

    Miami, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate - MIAMI. Be the first to apply!