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

Wealth Management Client Services Associate

Morgan Stanley

Morgan Stanley is seeking a Registered Client Service Associate in Miami, Florida. This role focuses on supporting Financial Advisors and providing exceptional service to clients, building trusted relationships. The ideal candidate has a High School Diploma, industry experience, and Series 7 and Series 66 licenses. Responsibilities include client support, executing transactions, and managing administrative tasks to enhance client relationships. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Doral, FL vacancy
  • Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...  ...other duties directed by local management Administrative Support Answering... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    1 day ago
  •  ...Overview Registered Client Service Associates provide exceptional service to our clients and support...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis...  .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami Beach, FL
    2 days ago
  •  ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an...  ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Doral, FL
    15 hours ago
  •  ...Amerant Bank is looking for a Client Associate in Coral Gables, FL. This full-time position involves supporting Wealth Management Advisors by providing customer service and transactional support. Ideal candidates will have an Associate's degree in finance or business... 
    Suggested
    Full time

    Amerant Bank

    Coral Gables, FL
    2 days ago
  • We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and enhance...  ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm... 
    Suggested

    Leeds Professional Resources

    Miami, FL
    2 days ago
  •  ...Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors...  ...Advisors / International Relationship Managers, ability to process their trades and prepare...  ...experience in International Wealth Management and knowledgeable in Investments... 
    Work experience placement

    ReKruiting Advisors

    Doral, FL
    15 hours ago
  • Bank of America is hiring for Merrill Wealth Management to provide client service support to Financial Advisors. The role involves educating clients on banking services and ensuring quality client interactions. Qualifications include holding FINRA licenses and having a... 
    Work at office

    Bank of America

    Miami, FL
    3 days ago
  •  ...Client Service Associate (CSA) – Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high-level client experience. This role is ideal for someone with a strong... 
    Work at office

    Ascendo Resources

    Doral, FL
    15 hours ago
  •  ...A financial services firm seeks a Registered Client Service Associate in Miami. This role involves modernizing client experiences and supporting Financial Advisors. Responsibilities include cultivating client relationships, onboarding clients, and maintaining account information... 

    PowerToFly

    Doral, FL
    15 hours ago
  •  ...divh2Client Service Associate (Spanish Speaker)/h2pJob Category: Associate Requisition Number...  ..., from risk and operations to client engagement. As part of this organization...  ...Private Bank applies these capabilities to wealth management, combining human expertise with... 

    Itau

    Miami, FL
    1 day ago
  •  ...Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and...  ...ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational... 
    Local area

    Goldman Sachs

    Miami, FL
    1 day ago
  •  ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and...  ...financial transaction processing and asset management. We offer a competitive total...  ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading... 
    Work at office

    Chase

    Miami, FL
    3 days ago
  •  ...A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational...  ...qualifications, possess strong interpersonal and client management skills, and have a client-first mindset. This... 

    National Black MBA Association

    Doral, FL
    2 days ago
  • $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 work

    Uloop

    Doral, FL
    4 days ago
  • $50.6k - $70.6k

    ## Client Service AssociateApplyremote type: Hybridlocations: Miami Florida...  ...26964436*The Client Service Associate (CSA) has a strong...  ...prospects to establish source of wealth, banking needs and to require...  ...according to US procedures.** *Manage DocuSign flow and coordinate... 
    Full time

    Citibank (Switzerland) AG

    Doral, FL
    15 hours ago
  • Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust...  ...LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation,... 
    Work at office
    Remote work
    2 days per week

    FinTrust Connect

    Miami, FL
    14 hours ago
  •  ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami...  ...administrative tasks, account management, trade execution, documentation, and...  ...seamless client experience within the wealth management framework. Key Responsibilities... 

    Norman Alex

    Miami, FL
    1 day ago
  •  ...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...  ...as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions. This product suite,... 

    Chase

    Miami, FL
    1 day ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis....  .../or other duties directed by local management Administrative Support: Answering... 
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    4 days ago
  • 711 MS Smith Barney, LLC in Golden Glades is looking for Registered Client Service Associates to provide exceptional service to clients while supporting Financial Advisors. The role requires building trusted relationships and assisting with everyday client needs. Candidates... 

    711 MS Smith Barney, LLC

    Opa Locka, FL
    15 hours ago
  •  ...Wealth Management Services Specialist Senior The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational,...  ...appropriate system and complete associated paperwork. Assist in the preparation... 

    City National Bank

    Miami, FL
    14 hours ago
  •  ...Ascendo-Resources is seeking an experienced Client Service Associate (CSA) to support financial advisors and deliver high-level client experiences...  ...candidate possesses at least 3 years of experience in wealth management and has a strong understanding of client service... 
    Work at office

    Ascendo Resources

    Doral, FL
    15 hours ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 

    JPMorgan Chase

    Miami, FL
    3 days ago
  •  ...Registered Private Wealth Client Associate - Bilingual Spanish Preferred Miami, Florida To...  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive...  ...management and investment products and services for individuals, companies, and institutions... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    5 days ago
  •  ...A financial services company seeks a Registered Client Service Associate in Miami. This role involves providing exceptional service to clients, assisting Financial Advisors, and building trusted relationships. Ideal candidates will be bilingual in Spanish and have experience... 

    PowerToFly

    Doral, FL
    15 hours ago
  •  ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients...  ...service levels by all units of the Bank. Escalate promptly to management issues that arise related to products and transactions... 
    Temporary work
    Work experience placement
    Work at office

    Amerant Bank

    Miami, FL
    2 days ago
  •  ...equivalent required. Computer skills, customer service experience and/or cashier experience a...  .... Responsibilities: Screen incoming clients to determine their needs. Perform data entry...  ...duties as determined by Program Manager & DUI Coordinator SCHEDULE: Weekends, some... 
    Daily paid
    Work at office
    Local area
    Weekend work
    Weekday work

    The Advocate Program Inc

    Doral, FL
    4 days ago
  •  ...PowerToFly is looking for a Client Service Associate in Miami, Florida. This role involves supporting financial advisors and providing exceptional service to clients, building strong relationships through regular interactions. Successful candidates should have a high... 
    Work at office

    PowerToFly

    Doral, FL
    15 hours ago
  •  ...Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product... 

    ReKruiting Advisors

    Doral, FL
    1 day ago
  •  ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors...  ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!