Investment Client Services Associate - Hybrid (Tampa)
TSR Consulting Services
TSR Consulting is seeking a highly motivated Client Services Associate for an opportunity in Tampa, FL. This position requires 0-2 years of relevant customer service experience with a focus on investments. The role offers a hybrid work model and requires Securities Industry Essentials, Series 7 & Series 66 licenses. The selected candidate will manage client complaints, adhere to compliance procedures, and possess a Bachelor's degree (Master’s preferred). Comprehensive benefits including major medical and 401k are provided. #J-18808-Ljbffr TSR Consulting
- ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...our Private Client Division in our Tampa, FL branch office. The primary responsibilities...Suggested
- ...solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively educate, service... ...: Continuously improve understanding of investments and financial markets, through trainings...SuggestedWork at officeWorldwide
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...received. Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports...SuggestedWork experience placementWork at office
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...available cash awaiting investment, including running weekly cash...SuggestedWork experience placementWork at office
$40 - $45 per hour
...currently seeking a highly motivated Client Services Associate for an opportunity in Tampa, FL Position Title: Client... ...possibility of FT conversion Job Type: Hybrid (3 weeks FULLY onsite, then... ...Service with emphasis in investments or investment-related products preferred...SuggestedTemporary workWork experience placementWork at officeImmediate start- ...A boutique Registered Investment Advisor (RIA) located in Tampa is seeking a full-time Client Service Associate for a non-sales, non-advisory role. This position is ideal for someone who values teamwork, integrity, attention to detail, and a proactive approach. The Client...Full timeWork at office
- Morgan Stanley is seeking a Registered Client Service Associate in Tampa, FL to enhance client relationships and support in financial management. This phone-based role involves servicing clients and requires strong interpersonal skills. The ideal candidate will provide...
- Fwainvest in Tampa, Florida is seeking a Registered Client Service Associate to support financial advisors and clients. The role involves onboarding new clients, managing accounts, and providing high-quality administrative support. Ideal candidates should have effective...
- ...Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on dedication, collaboration, and a drive to exceed expectations. We take pride...Full timeWork at office
$20 - $25 per hour
Funnel Leasing in Tampa, Florida, is seeking a Customer Support Specialist Tier 1. You will assist customers with software solutions and provide troubleshooting support. The position offers a hybrid model, with pay ranging from $20.00 to $25.00 per hour, translating to...Hourly pay- Trojan Battery Company in Tampa, Florida is seeking a Customer Service Representative to ensure all customer requests are met professionally and timely.... ...effective communication skills. This position follows hybrid operational frameworks and requires a strong team orientation...
- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying...Work at officeLocal area
- A global bank in Tampa, FL is seeking a Client On-boarding Specialist - KYC for a contract role lasting 6+ months with potential extension. The role... ...processes, KYC regulations, and the ability to work in a hybrid schedule. Candidates should have over 5 years of...Contract work
- ...Client Service Account Manager Join our team as a Client Service Account Manager where you will have direct responsibility for servicing... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...Flexible hours
- Ray Thomas in Tampa, FL is seeking a Client Collections Representative to join its team. This role focuses on relationship-driven B2B collections,... ...directly with attorneys and clients. The position offers a hybrid work schedule, competitive salary, and opportunities for...
$45k - $75k
NextPath Workforce Solutions is seeking a Sales Development Representative (SDR) in Tampa, FL. This hybrid position offers a salary ranging from $45,000 to $75,000, based on experience. The ideal candidate will have early career experience in SDR or BDR roles, excellent...$45k - $75k
NextPath Career Partners is seeking a Sales Development Representative (SDR) to join our client’s team in Tampa, FL. This hybrid, direct hire position offers a competitive salary between $45,000 and $75,000, depending on experience. The ideal candidate will have early career...- ..., and email targetingto help clients reach their customers and achieve... ...that provide return on their investment. In addition to television... ...best-in-class customer service, grow accounts, and gain additional... ...'ll Live, Work and Play Tampa, Florida offers an unbeatable...Local area
- ...that drive real results for our clients. This is your opportunity to... ...a meaningful impact in the Tampa Bay market. As an Account... ...that provide return on their investment. In addition to television... ...provide best-in-class customer service, grow accounts, and gain...Work at officeLocal area
- Pernini Legal LLC is seeking an Associate Attorney specializing in real estate to join their Tampa office. This mid-level role offers a unique opportunity for an attorney... ...of experience in real estate. The position is hybrid, providing a balanced work environment with a...Work at office
- ...specializing in HOA and condominium law for a hybrid position in Tampa, FL. This role involves representing community associations on legal matters, including governance and... ...experience. Join a reputable firm with strong client relationships and a supportive team...
- ...Attorney Search is seeking a litigation attorney for its Tampa, FL office. The ideal candidate must have at least... ...in trial preparation while engaging with clients. Benefits include medical insurance, PTO, and a hybrid remote schedule after initial training. #J-18808-...Remote jobWork at office
- BCG Attorney Search is seeking a construction attorney based in Tampa, Florida, with 3 to 5 years of experience in construction law. The... ...allows for a flexible and enjoyable work environment, including hybrid and remote work options. The ideal candidate will have strong...Remote workFlexible hours
- Apex Service Partners in Tampa, FL seeks an Accounting Manager in a hybrid role to oversee accounting operations and ensure financial reporting accuracy. The individual will manage month-end close processes, maintain balance sheet integrity, and collaborate with cross-functional...
$200k - $250k
LPM Institute in Tampa is looking for a highly motivated Patent Attorney specializing in electrical arts. This full-time hybrid role includes drafting and prosecuting patent applications, along with client counseling across diverse industries. Candidates must have a Juris...Full time- Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to connect with clients, guiding them through their financial journeys while providing exceptional service. You'll collaborate...
- Experienced Client Relations Associate - Financial Industry Independent investment firm AGW Capital Advisors is adding a new experienced... ...only apply if you are in the Tampa Bay area and looking for in‑... ...role within the financial services industry. Experience with opening...Full timeWork at office
- ....P. Morgan Chase, we are committed to delivering exceptional client service while fostering a culture of diversity and inclusion. As a Private... .... Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather...
$63 per hour
Kforce's client, a leading financial services organization in Tampa, FL is seeking a Senior Client Account Service Associate (CASA) to deliver exceptional client experience while supporting Wealth Advisors and advisory teams. This position serves as a trusted resource for...Contract work$160k - $200k
HYBRID ASSOCIATE ATTORNEY - REAL ESTATE Location: Tampa, FL HYBRID Our client, a prominent AmLaw 200 firm, is seeking a talented Associate Attorney to join their expanding... ...and lenders in financing, development, and investment matters preferred Demonstrated experience...
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