Client Service Associate for Financial Advisors
Raymond James
Raymond James is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role involves managing accounts, preparing reports, and ensuring compliance with industry regulations in a dynamic environment. The position requires excellent communication skills, the ability to handle multiple tasks, and a background in the securities industry. Join Raymond James and explore your professional growth! #J-18808-Ljbffr Raymond James
$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...SuggestedRemote work- ...Description Summary**Supports Financial advisors and their prospective and existing clients and other branch staff team members... ...history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...SuggestedWork experience placementWork at office
- ...Client Service Associate (Portuguese) Job Category: Associate Requisition Number: CLIEN001989 Posted: June 5, 2026 Full-Time Hybrid Location: Florida Description Responsibilities: Support bankers and investors in performing various aspects of the...SuggestedFull time
- ...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... ...services, markets operational experience Knowledge of financial markets, trade lifecycle, and settlement practices...Suggested
- JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management. The...Suggested
- 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 interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area
- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered... ...client service and operations experience supporting advisors and client accounts Professional fluency in Spanish (used...Work at officeRemote work2 days per week
- 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...
- 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. Through regular interactions with clients, individuals in this role build trusted...Work at officeLocal area
$50.6k - $70.6k
Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. The CSA will drive the creation of the client... ...coordinate with the assigned Wealth Relationship Manager, Wealth Advisor, or Client Specialist to walk client through the process....$70k - $100k
...0/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to... ...skills, a client-focused attitude, and a deep understanding of financial products and markets. The successful candidate will work...Full timeLocal area- 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...
- ...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... ...services, markets operational experience Knowledge of financial markets, trade lifecycle, and settlement practices...
- ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their... ...documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth...
- ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining... ..., performance reporting, Executive Financial Services requests Build and... ...Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors...Work at office
- ...Job Title Client Service Associate I - Corp Bank Functional title Lending Associate/Assistant Banesco USA is searching for their... ...is part of Banesco International, a worldwide group of financial institutions with a presence in 14 countries. As...Temporary workWork at officeRemote workWorldwide
- Fwainvest in Miami, FL is seeking a Registered Client Service Associate to support Financial Advisors by managing client interactions and administrative tasks. The ideal candidate excels in communication and organization while thriving in a fast-paced environment. Applicants...
$75k - $95k
...Identification 210653328 Job Category Client Service Business Unit Asset &... ...As a Senior Client Service Associate within the Latin America... ...fast paced environment with advisors, product partners and operations... ...with a wide array of financial products preferred We offer...Full timeWork at officeShift work- ...Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding,... ...have at least 6 years of experience in a client service role in finance, with fluency in English and...
$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...Full time- ...professional and executive banking relationships. Clients will typically be commercial customers,... ...Coordinates relevant and related client service activities with other areas of the... ...and prospective clients; leverages financial planning services on behalf of client when...Work at office
- ...Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team... ...rich history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office
- ...Job Description Job Description JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The Client Service Associate...Afternoon shift
- ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J... ...oriented and fast paced environment with advisors, product partners and operations... ...preferred Experience with a wide array of financial products preferred About Us...Work at office
- ...a dedicated support role in Miami to assist a top producing financial services team. The position involves non-sales functions such as opening... ...new accounts, preparing meeting documents, and responding to client queries. Ideal candidates should have strong organizational...
$260k - $390k
...Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice in... ...collaborative team player with a commitment to delivering excellent client service. Compensation: ~ Salary range: $260,000 - $...Private practice$61k - $250k
Northwestern Mutual in Miami, Florida is seeking motivated individuals to become financial advisors. This role offers a unique opportunity to help clients achieve their financial goals through comprehensive planning. Advisors will receive extensive training, develop personalized...$80k - $110k
Senior Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed... ...and a strong interest for a high-level client service. Good understanding of financial products and...Work at office- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...to Private Client Advisors within Wealth Management...
- ...About Us: Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment... ...and success. The Opportunity: As a Financial Advisor at Coastal Wealth, you will play a pivotal role in...
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