Senior Client Associate & Office Operations Lead
$80k - $110kVontobel Holding AG
Vontobel Holding AG is seeking a Senior Client Associate / Office Manager for their Miami branch, focusing on client portfolio management and administration. The ideal candidate will excel in client service, manage accounts from openings to transactions, and monitor compliance. This role offers a competitive salary range of $80,000 to $110,000, with a commitment to supporting clients and society. Join a dynamic environment where diverse perspectives are valued. #J-18808-Ljbffr Vontobel Holding AG
- ...5 entry and maintenance New client set up and risk assessments... ...complexities to flag risks Lead adoption of core systems (e.g... ...Proactively identify risks and resolve operational roadblocks with minimal... ...knowledge of Microsoft Office, Adobe, and firm systems including...Work at officeSeniorLocal areaShift work
$21.75 - $44.5 per hour
...Description: The Client Engagement Specialist... ...By leveraging business operations, technology platforms,... ...Technology Champion: ~ Lead adoption of core... ...of Microsoft Office Suite, Adobe, and firm... ...geographic differential associated with the location at which...Work at officeSeniorHourly payContract workLocal areaRemote workWorldwideShift work- ...Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will...Work at officeSenior
- ...based in the US is seeking a Sr. Executive Assistant/Operations Manager in Miami, FL. This role will support senior leaders by managing complex travel arrangements... ...attention to detail, and advanced skills in Microsoft Office. Proficiency in Italian or Spanish is preferred....Work at officeSenior
- ...orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America... ..., product partners and operations teams to deliver a seamless... ...Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint...Work at officeSenior
- As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...with advisors, product partners and operations teams to deliver a seamless and... ...Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and...Work at officeSenior
- ...plans, and all their associated compliance needs.... ...Daybright Financial also operates a dedicated... ...the table for their clients — through the seamless... ...seeking a Senior Client Service & Operations Lead to join our Private... ...role out of our Miami office. Be part of a team...Work at officeSeniorLocal area
- CARNIVAL CRUISE LINES is hiring a Manager, Marine Operations Training based in Miami, Florida. This role serves as the primary training partner... ...at least 7 years of shipboard experience, and proficiency with Office 365 and LMS platforms. Strong communication and organizational...Work at officeSenior
$80k - $110k
...Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel... ...all facility management-related topics, ensuring smooth operations and addressing any issues promptly. Provide hands-on...Work at officeSenior- ...their prospective and existing clients and other branch staff team... ...dynamic Registered Client Service Associate who is a motivated, detail... ...advisors and branch office. May solicit order from clients... ...towards creating greater team operational efficiencies. Performs other...Work at officeSeniorWork experience placement
- ...Overview Your role We’re looking for a Registered Client Service Associate to: Conduct order entry functions supporting the Financial Advisor... ...Your team You’ll be working in the Coral Gables, FL branch office. You will be the “front line” for client contact, client service...Work at officeJob sharingFull timePart timeWork from homeFlexible hours
- ...role We're looking for a Registered Client Service Associate to: • Conduct order entry functions... ...working in the Coral Gables, FL branch office. You will be the "front line" for... ...Spanish required About us UBS is a leading and truly global wealth manager and...Work at officeFlexible hours
- ...established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have... ...team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review...Senior
- ...Client Experience Associate At PNC, our people are our greatest differentiator and competitive advantage... ...Spanish preferred. PNC is an in-office company that fosters a collaborative... .... Ensures teller and branch daily operations and maintenance transactions are completed...Work at officeWork experience placementShift work
$82.5k - $145k
...Santander US is looking for a skilled professional in Miami, FL to manage loan servicing operations. The successful candidate will supervise a team, coordinate loan processes, and ensure compliance with regulatory standards. This hybrid position requires at least 5 years...Senior$130k - $140k
...QAD is seeking a highly analytical Principal Analyst for Pricing Governance and Operations to oversee the end-to-end pricing governance process. This role requires 6+ years in pricing operations, deal desk, or revenue operations, with strong financial acumen and CPQ platform...SeniorRemote work- ...ZIM Integrated Shipping Services Ltd. is looking for a skilled professional to ensure the efficient operation of container ships in Miami, Florida. The role involves managing ship loading plans, supervising vessel performance, and controlling related expenses. Qualified...Senior
- ...Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...is committed to an in-office culture with specific requirements... ...strategic objectives, operational excellence goals, and client...Work at officeSeasonal workWork from homeShift workDay shift
- ...The Boeing Company is seeking a Senior Training Device Manager to lead the Simulator Operations team in Miami. This role encompasses overseeing 24/7 simulator readiness, ensuring compliance with safety and quality standards, and engaging in strategic business planning....Senior
- 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...Senior
- ...Bayview Fund Management, LLC is looking for a dedicated individual to join its Property Operations team in Coral Gables, Florida. This role involves overseeing daily office operations, vendor management, and ensuring operational standards are met in accordance with local...Work at officeLocal area
- ...Hunton & Williams is looking for a Client Operations Manager based in Miami, Florida. This role involves managing multi-million dollar client... ...in project management, and proficiency in Microsoft Office. The position demands excellent communication skills and the...Work at office
- ...Jackson Lewis is seeking an experienced attorney for their Miami, FL office. The role involves defending and litigating employment-related lawsuits and advising employers on labor law issues. Applicants should have a JD from an ABA accredited law school, 5+ years of experience...Work at officeSenior
- ...Nicklaushealth is seeking an Operations Manager for the Clinical Trials Office in Miami, Florida. This role will manage clinical study operations focusing on pediatric oncology from start to finish, ensuring compliance with applicable SOPs and regulations. The ideal candidate...Work at office
- Clearance Jobs in Miami, Florida, is seeking a Senior Logistics Management expert to provide strategic guidance for logistics operations within the USSOUTHCOM theater. This role involves leading logistics support and coordinating directly with high-level stakeholders, ensuring...Senior
- ...an experienced planning professional in Miami, FL. This role involves ensuring the efficiency of terminal operations, operational strategy execution, and leading teams for continuous improvement. The ideal candidate will have a Bachelor's degree and strong leadership skills...SeniorShift work
- Holland America Line Inc is seeking a Manager for Financial Reporting in Port Operations. This position in Doral involves analyzing financial data, improving reporting processes, and enhancing cost transparency. The role requires at least 7 years of experience in port...Senior
- ...Nicklaus Children's Health System in Miami is seeking an Operations Manager for their Clinical Trials Office to oversee oncology clinical study operations. This role involves managing a dynamic team, ensuring compliance with regulatory guidelines, and fostering efficient...Work at office
$125k - $135k
APM Terminals is seeking a Terminal Operations Manager in Miami, FL, to plan and coordinate daily operations in a fast-paced environment. The ideal candidate will have a Bachelor’s degree and experience in logistics or terminal operations, excellent leadership skills,...SeniorFlexible hours- FIFA World Cup 2026™ is seeking a Senior Catering Coordinator in Miami to assist in planning and executing catering services for teams, media, and volunteers. The ideal candidate will have a Bachelor's degree in Hospitality Management and at least 3 years of experience...SeniorFull timeFixed term contract
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate & Office Operations Lead. Be the first to apply!
- client services associate Miami, FL
- client relationship associate Miami, FL
- client success associate Miami, FL
- client solutions associate Miami, FL
- client account associate Miami, FL
- registered client associate Miami, FL
- client engagement associate Miami, FL
- operations lead Miami, FL
- operations leader Miami, FL
- senior automation controls engineer Miami, FL


