Temporary Private Client Services Specialist
Bci Miami
Bci Miami is seeking a Temporary Client Services Specialist to provide high-quality customer service. This role involves managing client relationships through account servicing, transaction processing, and inquiry resolution. Candidates must be fluent in English and Spanish, with a keen attention to detail and strong multitasking abilities. The position may lead to a full-time role, supporting the Private Client Group in providing exceptional banking experiences. #J-18808-Ljbffr Bci Miami
- ...Client Services Specialist The Client Services Specialist serves as a key point of contact for the Private Client Group, delivering high-quality, excellent customer service and experience to bank clients. This role is responsible for the full lifecycle of the client...Temporary workPrivate clientPermanent employmentFull timeShift work
- JPMorganChase in Miami is hiring a Private Client Investment Associate who will provide client service and operational support to Advisors within Wealth Management. The role involves maintaining client relationships and supporting operational activities. Ideal candidates...Private client
$30 per hour
Responsibilities Increase Store performance, develop and recruit new HE Client base: Drive personal sales targets and achieve and grow... ...Job responsibilities Develop our top VICs and provide private client services through in person/virtual appointment-based selling,...Temporary workPrivate clientHourly payLocal areaFlexible hoursNight shiftWeekend work- Marsh McLennan Agency is hiring a Senior Client Advisor in Miami, Florida. In this role, you will dive deep into understanding client... ...solutions. You will prioritize client retention through exceptional service, proposal presentations, and annual reviews. Ideal candidates...Private client
- ...Senior Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...health & benefits, retirement, and private client insurance solutions to organizations... ...North America, we combine the personalized service model of a local consultant with the...Private clientLocal areaNight shift
- ...Essential Functions and Primary Duties Expand revenue of existing clients Responsible for short-term and long-term business planning;... ...externally Proven high level of business integrity, client service and leadership skills Must be able to travel based on client...Temporary workPrivate client
- ...seeking a dedicated professional to enhance store performance and develop high-end client relationships. The role involves achieving sales targets, providing exceptional client services, and collaborating with the store team to create memorable experiences. The ideal candidate...Private client
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth...Temporary workPrivate clientWork at officeLocal areaImmediate start
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth...Temporary workPrivate clientWork at officeLocal areaImmediate start
- JP Morgan seeks a Senior Client Service Associate in Miami. In this role, you will lead in maintaining and deepening client relationships, serving as the primary contact for service-related needs. The ideal candidate should have over 5 years of client service experience...Private client
$120 - $150 per hour
...seeking a Seasonal Tax Senior Manager to provide expert tax services to high-net-worth individuals and families. The role involves reviewing complex tax returns and ensuring compliance for private tax clients. You will work remotely from anywhere in the United States,...Private clientHourly paySeasonal workRemote work- A leading accounting and advisory firm is seeking a Tax Partner for their Private Client Services practice. The role involves compliance review, client consultations, and business development. Ideal candidates will have 15+ years of tax experience, supervisory skills, and...Private clientPrivate practice
$95.5k - $195.4k
Crowe is seeking a Private Client Service Tax Manager in Miami, Florida, responsible for both compliance and consulting. This role includes preparing and reviewing tax returns, managing client relationships, and providing tax planning strategies for high-net-worth individuals...Private client- ...with KPMGs extensive network of specialists; enjoy access to our Ignition... ...team helping high-profile clients understand, analyze, and respond... ...to join our Business Tax Services practice. Responsibilities... ...a key role in growing KPMG's private client tax practice, which focuses...Private clientFull timePrivate practiceWork at officeLocal area
$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager - Private Client Services in Miami, Florida. This role involves reviewing complex tax returns, income tax planning for high-net-worth individuals, and ensuring compliance for our Private Tax clients. The position allows...Private clientRemote jobHourly paySeasonal work- Ocean Bankshares is looking for a VP; Relationship Manager to join their Private Client Services Department in Miami, Florida. This role is focused on originating, structuring, and managing commercial lending portfolios while ensuring compliance with banking regulations...Private client
- A leading financial services firm in Miami, FL, is seeking a Relationship Manager to build and maintain high-net-worth client relationships. This position requires a minimum of five years in financial services and a strong sales background. You will proactively manage client...Private client
- Private Banking Officer Job ID 2026-5930 Category Private Client Group Type Full-Time Workplace policy Full Time In Office Overview Are you passionate... ...products, and providing unparalleled client service. This role is ideal for a seasoned...Private clientFull timeWork at office
- ...Digital Concierge Specialist The Digital Concierge Specialist is the primary point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible for assisting high/ultra-high net worth clients...Private client
- ...Position Overview Bernstein Private Wealth Management is a... ...worth and ultra-high-net-worth clients. As an industry leader, we put... ...Wealth Associates are client service professionals who exhibit drive... ...is supported by a team of specialists aligned with a shared sense of...Private clientFlexible hours
- ...infrastructure, roadway, site development, electrical, planning, landscape architecture, and construction engineering services for both private and public sector clients. CMA prides itself on working to be part of the fabric of the community. We are leaders in community service...Temporary workPrivate clientContract workWork at officeLocal areaFlexible hours
$95.5k - $195.4k
...and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our... ...the future of our industry. Job Description: As a Private Client Service Tax Managerinvolved in both compliance and consultingon...Private clientWork at officeLocal areaRemote workWorldwide$95.5k - $195.4k
Job Description Private Client Service Tax Manager with responsibility for both compliance and consulting on a variety of projects. Must possess strong technical and communication skills, research proficiency, and leadership in preparing and reviewing individual, fiduciary...Private clientWork at officeLocal area$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...Private clientHourly paySeasonal workRemote workFlexible hours- ...financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills and the ability...Private client
- ...are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As 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...Private clientWork at office
- ...we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing...Private clientWork experience placementPrivate practiceLocal area
- ...high-quality tax, assurance, and advisory services and has been consistently recognized... ...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...Tax Manager to join our growing Private Client Services practice, with a focus on...Private clientPrivate practiceWorldwide
- ...VP; Relationship Manager The VP; Relationship Manager in the Private Client Services Department under the Wealth Management Division is responsible for originating, structuring, and managing portfolios comprised of deposits, with a stronger emphasis on commercial lending...Private clientWork at office
- A leading global financial services firm located in Miami is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse clientele. The role emphasizes client relationship management, requiring at least 2 years in a financial advisory...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Temporary Private Client Services Specialist. Be the first to apply!
- social service representative Miami, FL
- customer order specialist Miami, FL
- client service officer Miami, FL
- work from home customer service associate Miami, FL
- remote customer service agent Miami, FL
- customer service expert Miami, FL
- customer sales representative Miami, FL
- airport customer service agent Miami, FL
- remote customer service advisor Miami, FL
- customer service associate remote Miami, FL


