Wealth Investment Support Specialist II — Client Impact
SunTrust Investment Services, Inc.
SunTrust Investment Services, Inc. is looking for an Investment Support Specialist based in Miami, FL, to provide essential support to affluent investment clients. The role involves managing day-to-day client interactions, maintaining accurate records, and assisting investment managers. The ideal candidate will possess 3-5+ years of experience in a similar role, strong communication and problem-solving skills, and a solid understanding of investment products. A degree in a related field is preferred. #J-18808-Ljbffr SunTrust Investment Services, Inc.
- Investment Support Specialist Provides in-office client and advisor support interfacing with our affluent Investment clients and Centers of Influence. Provide... ...daily investment portfolio administration for the Wealth Management regional office. Provide administrative...SuggestedWork at office
- Truist is seeking an Investment Support Specialist in Miami, Florida. This role involves providing essential client support and assisting Investment Managers in daily operations, ensuring high-quality service to Wealth clients. Key responsibilities include handling client...Suggested
- A growing financial services firm in Miami is seeking an individual to support a top producing team. The role involves scheduling meetings, responding to client inquiries about accounts and procedures, and ensuring the accuracy of client activities. Additionally, you will...Suggested
$105k - $250k
Citizens Bank in Miami, Florida is seeking a Wealth Advisor to develop tailored wealth management strategies, enhance relationships with key partners, and proactively engage clients. Applicants should have active financial licenses and a minimum of two years' experience...SuggestedFlexible hours- A leading wealth management firm is seeking motivated individuals in Miami, FL. This role allows you to engage with clients while benefiting from comprehensive training and development programs... ...effectively while making a positive impact in your community. #J-18808-Ljbffr...SuggestedFlexible hours
- ...to build strong client relationships, we... ...dedicated to delivering wealth management... ...management, including investments, lending, banking... ...a collaborative, supportive team. We want... ...bankers, investment specialists, wealth advisors,... ...ready to make an impact, we're looking...Full timeTraineeshipSummer workSummer internshipImmediate start
$76k - $125.3k
...work, you'll make an impact on some of the most technically... ...for a wide range of clients and colleagues. This... ...can expect plenty of support designed with your own... .... You will work with specialists in our other areas... ...understanding of estate and wealth planning Experience...Work experience placementSummer holidayLocal areaFlexible hours- ...fastest-growing Corporate & Investment Banking groups in South Florida... ...a Project Finance Analyst II to join their team based in Miami... ...related loan information and supporting documentation. Prepare... ...required. Maintain contact with clients, key sponsors, and developers...
- Andvaris Inc is seeking a Wealth Advisor in Miami, Florida. This role involves representing Private Wealth Management and serving as a financial confidant to clients, helping them navigate complex wealth management challenges. The ideal candidate will have a strong emotional...
$72.88k - $109.32k
Citi is seeking a Sr. Analyst in Wealth Relationship Management to enhance client relationships in Miami, Florida. The ideal candidate will leverage their 5-8 years of experience to provide comprehensive financial solutions to affluent clients. This role requires strong...$19.23 per hour
...is assigned in direct support of the Medication Assisted... ...day-to-day operations, client engagement, and service... ...care while the Support Specialist provides expertise in... ...trauma Understands the impact of trauma... ...employee engaged in Category II tasks. Occasional lifting...Hourly payFull timeWork at officeRemote workFlexible hoursAfternoon shift- ...Program Support Specialist Are you ready to make a difference in our community... ...to making a positive impact in the lives of those we serve... ...efficient delivery of services to clients. This role serves as a key... ...required to submit to a level II background screening through...Work at office
- ...their team in Miami, Florida. In this full-time position, you will handle incoming service inquiries from clients, ensuring they receive professional and courteous support. Your responsibilities include documenting calls, routing concerns, and maintaining accurate records...Full time
- Job Summary The Lead Client Support Specialist serves as the senior technical resource within the Cards Support team. This role provides advanced... ...troubleshooting complex card and network-related issues impacting clients. Act as Support Incident Commander on Sev-1/Sev-2...Permanent employmentTemporary workFlexible hours
- ...Group, Inc in Miami is seeking a motivated Customer Portal Support Specialist to facilitate client onboarding and ensure smooth financial operations. This... ...Salesforce is advantageous. Join us to make a direct impact on our growing team! #J-18808-Ljbffr Aleph Group, Inc
- A leading SEC-registered investment advisor is expanding its Portfolio Management team to support a growing base of ultra-high-net-worth clients. This is a high-impact role working directly alongside Portfolio... ...portfolio administration, or wealth management Experience with...
- A wealth management firm in Florida is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth management, focusing on complex strategies related to estate planning...
- ...Actuarial Analyst II Location: This role requires associates to be in-office 1-2 days... ..., while providing flexibility to support productivity and work-life balance. This approach... ...actuarial studies. How You Will Make an Impact: Primary duties may include, but are...Temporary workWork at officeLocal area2 days per week1 day per week
$48k - $55k
...MacArthur Genius Fellows. A Carnegie R1 institution, FIU drives impactful research in environmental resilience, health and technology and... ...College of Medicine is currently seeking a Financial Aid Officer II to join our team of professionals Duties: Coordinates all...For contractorsWork at office- ...an enthusiasm for helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought... ...Investment Associate in J.P. Morgan Wealth Management, you will provide... ...marketing and administrative support to Private Client Advisors within...
- ...Support Associate II CGI Federal is looking for experienced Support Associates to support the... .... Per the guidance of DOS Passport Specialists, generate correspondence to resolve application... ...relationships with teammates and clients while accessing global capabilities to...Hourly payContract workWork at office
$120k - $200k
...business within RBC US Wealth Management's Clearing... ...(BDs) and Registered Investment Advisors (RIAs), helping... ...Advisors and clients with innovative lending... ...lending solutions and support Ensure Financial Advisors... ...difference and lasting impact. Work in a dynamic,...Flexible hours- ...based services to existing and prospective clients with $75MM to $500MM in annual sales.... ...Relationship Management (IRM). Levels (I II) should be differentiated based on years of... ...owners/management/teammates (e.g. Private Wealth Management, ****@*****.*** Financial Wellness...Work at office
$260k - $390k
...competitive salary range of $260,000 to $390,000, alongside comprehensive benefits like health insurance and paid time off. If you thrive in a dynamic environment and are passionate about impactful work, we want to hear from you. #J-18808-Ljbffr Orrick, Herrington & Sutcliffe LLP- ...for a talented CEI Contract Support Specialist to join our Southeast Region... ...CTQP Final Estimates Level II is required Communication... ...firm, committed to providing clients with creative solutions for sustainability... ...best how you can make an impact while working for Volkert....Contract workTemporary workFor contractorsWork at officeLocal area
$79k - $127k
Wealth Enhancement Group, LLC is looking for a Financial Advisor in Miami, Florida to provide exceptional client service and deliver personalized financial plans. Responsibilities include managing client relationships, facilitating financial planning processes, and engaging...- ...Private Banker in Miami, FL to provide exceptional client experiences while advising families on managing their wealth. The ideal candidate will have over six years... ...generating new client acquisitions within a supportive, resource-rich environment. #J-18808-Ljbffr JPMorgan...
- ...services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career... ...for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review...
- OneSearch Group is seeking a Project Finance Analyst II in Miami, FL. This role involves underwriting and analyzing transactions, preparing financial models, and maintaining client relationships in the investment banking sector. Candidates should have a bachelor’s degree...
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...on providing advice and guidance to clients on tax planning, compliance, and strategy... ...only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance...Full timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Investment Support Specialist II — Client Impact. Be the first to apply!
- investment analyst Miami, FL
- investment banking analyst Miami, FL
- portfolio analyst Miami, FL
- investment officer Miami, FL
- investment specialist Miami, FL
- support representative Miami, FL
- support specialist Miami, FL
- mission support specialist Miami, FL
- laboratory support specialist Miami, FL
- program support specialist Miami, FL



