Client Services & Relationships Associate
Itaú USA
A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships and resolving inquiries. The ideal candidate has a Bachelor's degree and at least 5 years of related experience, demonstrating exceptional organization and accuracy in a compliance-focused environment. This role entails assisting with client transactions and contributing to operational reviews, making it essential for a detail-oriented self-starter. #J-18808-Ljbffr Itaú USA
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services & Relationships Associate in Miami, FL vacancy
$44k - $52k
At BrandWhizz we focus on making sure our clients get the best results as the given experience they acquire... ...for our company. Job Description The Client Relationship Representative will deliver outstanding customer service to both our internal and external customer base....Suggested- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent the brand... ..., leverage banking solutions, and help clients achieve financial goals. You will acquire... ...Chase licensing program and strong client service. #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
- ...licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade... ...Preparation: Assisting Advisors with data gathering and presentations.Relationship Building: Providing proactive, personalized service.Skills &...Suggested
$130k - $175k
...capability to these firms and their clients as well as providing ongoing... ..., and other third-party service providers relating to client... .... The Investor Services Associate should exhibit strong technical... ...strong working relationships with colleagues, teams, and...SuggestedFull timeLocal area$56k - $59k
...Client Relationship Representative At Every Word Code, we are dedicated to delivering innovative communication and technology solutions... ...maintain accurate records. Identify opportunities to enhance service delivery and client satisfaction. Collaborate with cross-...SuggestedFull timeEvery Word Code
Miami, FL4 days ago- Ocean Bank's VP; Relationship Manager in the Private Client Services within Wealth Management leads origination, structuring, and management of portfolios focused on deposits with a strong emphasis on commercial lending. It drives business growth through relationship management...
- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...Work experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...Work at officeLocal area
- ...Client Relationship Specialist Floater - B&P The Client Relationship Specialist Floater - B&P assists the banking center team by building... ...generating loan referrals. They provide exceptional customer service, handle transactions, manage lobby activity, and promote...Work at office
- ...Description Job Description We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client... ...will assist in administering, marketing and growing client relationships, working closely with our Financial Advisors (“FAs”) to...
Leeds Professional Resources
Miami, FL14 days ago $44k - $52k
BrandWhizz in Miami is seeking a Client Relationship Representative who will excel in delivering outstanding customer service to both internal and external customers. The role includes developing relationships, resolving issues proactively, and maintaining client loyalty...- ...Bci Bci provides financial services to individuals and corporation... ...and personalized client experience and, with more than... ...The Registered Client Service Associate will be supporting Bankers/Financial... ...Advisors / International Relationship Managers, ability to process...Work experience placementHome officeAfternoon shift
- Morgan Stanley is seeking a senior client service professional to provide coverage for advisory teams, cultivate relationships, and deliver exceptional client experiences. The role includes supporting the FA/PWA/team in meeting client service objectives and maintaining...
- ...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors...Work experience placementWork at office
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication...Full time
- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through...Full time
- ...business owners and commercial clients. The ideal candidate is a... ...formal credit training, strong relationship management skills, and an... ...credit quality, and client service while serving as a trusted financial... ...networking events, business associations, and community functions to...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Senior Associate At Bennett Thrasher, we offer the expertise and opportunities of a large... ...to collaborate on meaningful work with clients in a variety of industries and work... ...effectively in teams to provide quality service to clients Gains a comprehensive understanding...Local areaImmediate start
Bennett Thrasher
Miami, FL1 day ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- ...Corporate Banking Relationship Manager Job ID 2026-6129 Category Corporate... ...advisor for a portfolio of high-value clients. You'll lead relationship strategy,... ...outreach. Lead the delivery of financial services to corporate clients, ensuring alignment...Full timeWork at office
City National Bank
Miami, FL1 day ago - ...Accenture is a global professional services company with leading... ...ingenuity every day, serving clients in more than 120 countries.... ...years) work experience. If an Associate's Degree, 3 years of work... ...change, with strong ecosystem relationships. We combine our strength in...Full timeWork experience placementLive inWork at officeLocal area
- ...Room Service Associate (Full Time, Days) Responsible for supporting all aspects of the patient tray line operations, including but not... ...refrigerator, patient food carts, scale). Able to build interpersonal relationships and work in a team oriented environment; able to...Full timeAll shiftsFlexible hoursNight shiftAfternoon shiftEarly shift
- JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment... ...while leveraging digital tools and partner referrals to deepen relationships. The role emphasizes client education, integrity, and a strong...
- ...Agent in Miami, FL, is looking for an outgoing Insurance Staff Position to join their team. In this role, you will build customer relationships and promote various State Farm products, including auto, home, and life insurance. Ideal candidates should have sales experience...
- ...Globe Life is hiring a Remote Member Services Associate to assist individuals, families, union... ...You will work remotely with prospective clients, schedule appointments, and provide... ...Follow up to maintain strong professional relationships Keep organized records and complete...Full timeLocal areaRemote work
AIL
Miami, FL8 days ago - Accenture is a global professional services company with leading... ...ingenuity every day, serving clients in more than 120 countries.... ...years) work experience. (If Associate’s Degree, must have minimum... ...Executive Leadership: CIO-level relationship management and deal...Full timeWork experience placementLive inWork at officeLocal areaShift work
- US Foods in Miami, FL is seeking a Territory Manager to build relationships, grow sales, and deliver value to foodservice clients. You will own customer relationships in a team-based selling model, educate on ordering platforms, prepare pricing strategies, and collaborate...
- ...Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...America, we combine the personalized service model of a local consultant with the global... ...CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb...Local areaNight shift
Marsh LLC
Miami, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services & Relationships Associate. Be the first to apply!
Related searches
- client relationship associate Miami, FL
- client services associate Miami, FL
- client solutions associate Miami, FL
- client account associate Miami, FL
- client success associate Miami, FL
- registered client associate Miami, FL
- client engagement associate Miami, FL
- health service specialist Miami, FL
- office service associate Miami, FL
- patient service specialist Miami, FL