UHNW Family Wealth Services Associate
慨正橡扯
慨正橡扯 is seeking a highly motivated Family Wealth Services Associate to join their Ultra High Net Worth Strategy team at J.P. Morgan Wealth Management in Miami, Florida. This role supports the Family Wealth Services platform designed for ultra-high-net-worth clients, focusing on tailored solutions and exceptional client experiences. The ideal candidate will articulate services, drive business initiatives, and collaborate closely with senior leaders. A Bachelor’s degree and 2 years of relevant experience are required. Join our commitment to diversity and inclusion in a dynamic work environment. #J-18808-Ljbffr 慨正橡扯
- JOB DESCRIPTION Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform... ...Family Lifestyle, and Outsourced Family Office offerings. Associates help deliver these services by supporting client education,...SuggestedWork experience placementWork at office
$260k - $390k
...Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice... ...LLC, partnership, and estate planning for closely held and family-owned businesses. Draft complex legal documents to...SuggestedPrivate practice$50.6k - $70.6k
## Client Services AssociateApplyremote type: Hybridlocations: Miami... ...26966070The Client Services Associate is a developing professional... ...Securities Specialists and/or Wealth Team including Advisors, Relationship... ...--------------------## **Job Family Group:**Private Client...SuggestedFull timeWork at office$75k - $100k
Jefferies is looking for a Wealth Management Sales Associate in Miami, FL. The ideal candidate will assist Wealth Advisors with trade support, manage client relations, and have at least 2-5 years of experience in the industry. Responsibilities include client inquiries,...Suggested$50.6k - $70.6k
The Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies... ...prospects to establish source of wealth, banking needs and to require documents... ...---------------------------------- Job Family Group: Private Client Coverage --------...SuggestedFull time- ...Job Description Job Duties: Associate, Sales Support with Goldman Sachs & Co. LLC in Miami, Florida. Function as a Center of Excellence (COE) Wealth Management Professional (WMP) providing client service support to clients of PWM teams in the implementation of new client...
- Room Service Associate (Full Time, Days) 3 days ago Be among the first 25 applicants Job Summary Responsible for supporting all aspects of... ...the patient tray line workstations. Provides patients and families with prompt service and maintains a clean and comfortable environment...Full timeAll shiftsFlexible hoursNight shiftAfternoon shiftEarly shift
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... .... We are proud to support our employees and their families at every point along their work-life journey, offering some...Work at officeLocal area
- ...Wealth Management Services Specialist Senior The Wealth Management Services Specialist Senior is responsible for enhancing the client experience... .... Input orders within appropriate system and complete associated paperwork. Assist in the preparation of client reports...
- ...opportunities to enhance the client experience through personalized service and attention to detail. Assist financial advisors in managing... ...service within the financial services industry, preferably in wealth management or investment advisory. Strong understanding of...Work at office
- Ascendo-Resources is seeking an experienced Client Service Associate (CSA) to support financial advisors and deliver high-level client experiences... ...ideal candidate possesses at least 3 years of experience in wealth management and has a strong understanding of client service...Work at office
- Registered Client Service Associate -Miami, FL Registered Client Service Associate... ...partnered with a boutique, Family Officein Brickell that... ...HNW) and ultra-high net worth (UHNW) families and family-office style... ...The practice is built around wealth creation guided by risk...Work at officeRemote work2 days per week
- 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...
- Bank of America located in Miami, Florida is seeking a dedicated client service representative to support Financial Advisors and ensure operational excellence. You will provide comprehensive client service, educating clients on banking products and maintaining effective...
- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...planning and advice to individuals and families. Your expertise will support a wide range...
- ...candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills and the ability... ...to develop client relationships and deliver comprehensive wealth management strategies, working alongside a dedicated team in...
- ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...planning and advice to individuals and families. Your expertise will support a wide range...
$75k - $100k
Job Title: Wealth Management Sales Associate Location: Miami, FL Overview We are seeking a client‑focused Sales Associate to assist Wealth Advisors... ...Maintain strong relationship with client base and identify service solutions that support client needs Ability to recognize...Full timePart timeLocal area- ...Wealth Tax Trusts & Estates Manager It's fun to work in a company... ...tax, assurance, and advisory services and has been consistently... ...high-net-worth individuals, families, family offices, and fiduciaries... ...work of tax staff and senior associates; provide training and...Work at officeLocal areaWorldwide
$12 - $15 per hour
Family Dollar is seeking Cashiers to assist customers, operate cash registers, and support daily store operations. Cashiers are responsible... ...Family Dollar Cashiers are responsible for providing customer service, operating registers, handling cash transactions, assisting...Hourly payFull timePart time$85k - $115k
...A Travelling Personal Assistant is needed for a single UHNW Principal establishing Miami as his primary residence. The role sits within the Principal's Single Family Office and reports to the Head of Administration. This is not a corporate nine-to-five. It is a high...Work at office- ...Position Title: LTSS Service Care Manager Work Location: Member-Facing: Candidates must reside within the state of Florida - Areas... ...for long-term care members and educates members and their families/caregivers on services and benefits available to meet member needs...Contract workRemote workMonday to Friday
- ...Job Description The Family Services Coordinator supports the mission, goals and values of Nevada Donor Network, Inc. (NDN) by screening and evaluating potential donors. The Family Services Coordinator is responsible for working with families to provide information regarding...Work experience placementNight shift
- 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... ...to support our employees and their families at every point along their work‑life...Work at officeLocal area
$100k - $130k
A leading investment management firm in Miami seeks an Investor Services Associate to handle operational inquiries, collaborate across teams, and assist Financial Advisors. Candidates should possess a Bachelor’s Degree, 2+ years of financial experience, strong communication...- 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
- ...licenses are a plus. The role focuses on delivering excellent client service by handling administrative tasks, account management, trade... ...Advisors to ensure a seamless client experience within the wealth management framework. Key Responsibilities Account Management...
- 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...
- Description POSITION SUMMARY The Manager of Family Services supports the mission, goals and values of the OPO by providing leadership... ...UNOS), Organ Procurement and Transplantation Network (OPTN), Association for Organ Procurement Organizations (AOPO), and Centers for...Shift work
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment... .... Wealth Management helps individuals, families and foundations take a more intentional...Work at office
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