Wealth Client Services Associate — Investments & Banking
Bci Miami
Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products. Responsibilities include assisting with onboarding, KYC, account maintenance, and client correspondence, while ensuring compliance and coordinated service across teams. Requires Series 7 and 5+ years of investment experience. #J-18808-Ljbffr Bci Miami
- ...About Safra National Bank of New York Safra National... ...high net worth clients. Assistant Vice President... ...banking and investment solutions. This individual... ...delivery of private banking services. Responsibilities include... ...teams across banking, wealth management, and...SuggestedFull timeWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../team Answering general non-investment related questions concerning client accounts...SuggestedWork at officeLocal area
- Northpointe Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities. Responsibilities...Suggested
- ...provides financial services to individuals and... ...and personalized client experience and, with... ...privately owned bank in Chile and it has... ...Client Service Associate will be supporting... ...utilizing banking, investments and credit products... ...in International Wealth Management and knowledge...SuggestedWork experience placementHome officeAfternoon shift
- ...thinking self-starter with a passion for client service, the desire to work closely with... ...and to think outside the box? Our Wealth Management Professionals support all... ...businesses provide financial planning, investment management, banking and comprehensive advice to a wide...SuggestedLocal area
- Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...3+ years of experience in the investment management industry Preferred... ...The Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...Advisors is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers across... ...desirable. Previous experience in wealth management, investment advisory services, private banking, or brokerage. Experience working with...Full time
- ...culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (Registered)... ...discuss products or investments beyond a point that the... ...-up. We are a global wealth management and investment banking firm serious about innovation...Work at officeImmediate start
- ...The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients... ...with custodians, investment platforms, and internal... ...management, financial services, banking, investment management,...Work at office
- Bank of America in Miami, FL is seeking a Client Service Associate to support Financial Advisors and clients with daily banking and investment service needs. You will handle client materials, respond to requests, and help deepen client relationships while working in a...
- Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions...
- ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible for providing administrative and operational... ..., operations, or support within financial services or wealth management ~ Bilingual - English & Spanish ~ Experience...Full timeWork at officeLocal area
$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...Full timePart timeWork at officeRemote workWork from homeMonday to Friday- Merrill Wealth Management is seeking a Client Associate to deliver exceptional service to Financial Advisors' clients, ensuring accuracy and timely follow-up on all requests... ...enterprise objectives and promote tailored banking solutions within a collaborative team. The...Work at office
$50.6k - $70.6k
The Client Services Associate is a developing professional role. This role identifies... ...target clients for various investment products and offerings... ...model, liaise with Private Banking Universe including Private... ...Securities Specialists and/or Wealth Team including Advisors,...Full timeWork at office- ...TRCM TRCM is a growing private equity investment firm based in Miami. We operate in a... ...looking for an Investor Relations & Client Services Associate to serve as a key point of contact for... ..., private credit, asset management, wealth management, an RIA, family office, or...Full timeWork at office
- Bank of America Corporation, via Merrill Wealth Management, seeks a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, coordinating service delivery and tailoring solutions to each FA’s needs. The role emphasizes...
$75k - $95k
...Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08... ...As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be... ...years of experience in the investment management industry...Full timeWork at officeShift work- Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision...Full time
- ...We are seeking a Sr. Registered Client Associate to join our client's team! As a Senior Registered Client Associate you will play an integral role in the success of the branch. You will assist in administering, marketing and growing client relationships, working closely...Full time
- Citi in Miami, FL seeks a Client Services Associate to support securities operations and client services. The role applies policy knowledge, monitors money managers, and assists with account maintenance, transfers, and reporting. Ideal candidates have up to two years of...
- Deutsche Bank AG Miami-based Client Service Officer (Associate) supports Institutional Cash Management clients across LATAM, with emphasis on Trade Finance and TFFI products. The role requires English plus Spanish or Portuguese proficiency to serve Latin American clients...
- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
$70k - $100k
...yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service... ...time Job function Analyst, Finance, and Sales Industries Banking, Investment Banking, and Capital Markets Referrals increase your chances...Full timeLocal area- ...accounts actually work. This role will support the day-to-day servicing and marketing process while developing technical knowledge and... ...combine big-broker capabilities with boutique advocacy, helping clients structure their risk strategically, while navigating the process...
$75k - $119.5k
...Client Service Officer (Associate) LATAM Institutional Client Coverage Corporate Title Associate Location Miami, Florida Overview The Client... ...a strong client-service mindset with sound transaction-banking knowledge, including practical familiarity with trade...Work at officeWork from home$50.6k - $70.6k
...The Client Services Associate is a developing professional role. This role identifies... ...target clients for various investment products and offerings... ...model, liaise with Private Banking Universe including Private... ...Securities Specialists and/or Wealth Team including Advisors,...Full timeWork at office$64.62k - $90.18k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth... ...teams. Responsibilities: Deliver wealth management services to clients with... ...sales referral experience Knowledge of investments, banking, and credit products ~ US:...Full time- JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a... ...FINRA licenses and have at least 3 years of experience in investment management. The role includes handling client inquiries and...
- ...Merrill Wealth Management Job Merrill Wealth Management... ...wealth management and investment products and services for individuals, companies... ...Advisors and Wealth Management Client Associates help clients pursue the... ...Merrill coupled with the banking convenience of Bank of...Seasonal workWork at officeWork from homeShift workDay shift
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