Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate — Investments & Banking in Miami, FL vacancy
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...FA/PWA/team Answering general non-investment related questions concerning client... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    5 days ago
  • We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and enhance...  ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm... 
    Suggested

    Leeds Professional Resources

    Miami, FL
    5 days ago
  • Morgan Stanley International Registered Client Service Associates provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors daily. They cultivate client relationships, process money movements, and handle administrative tasks in a fast... 
    Suggested

    Morgan Stanley

    Miami, FL
    5 days ago
  • Morgan Stanley is seeking an International Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors. The role involves maintaining client relationships, processing transactions, and guiding... 
    Suggested

    PowerToFly

    Miami, FL
    3 days ago
  • 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...  .../PWA/team Answering general non‑investment related questions concerning... 
    Suggested
    Work at office
    Local area

    PowerToFly

    Miami, FL
    2 days ago
  •  ...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... 
    Work experience placement
    Home office
    Afternoon shift

    Bci Miami

    Miami, FL
    23 hours ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for...  ...of experience in the investment management industry...  ...J.P. Morgan Asset & Wealth Management delivers industry... 
    Work at office

    JPMorgan Chase

    Miami, FL
    2 days ago
  • Morgan Stanley is seeking a senior client service professional to provide coverage for advisory teams, cultivate relationships, and deliver exceptional client experiences. The role includes supporting the FA/PWA/team in meeting client service objectives and maintaining... 

    Morgan Stanley

    Miami, FL
    1 day ago
  • A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication... 
    Full time

    Ascendo Resources

    Miami, FL
    5 days ago
  • 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... 

    Morgan Stanley

    Miami, FL
    2 days ago
  • Regional bank in Miami is seeking a licensed CSA for their newly...  ...on delivering excellent client service by handling administrative tasks...  ...client experience within the wealth management framework.Key Responsibilities...  ...of financial markets and investment productsProficiency in... 

    Norman Alex

    Miami, FL
    8 hours ago
  • Morgan Stanley is seeking a Registered Client Service Associate in Miami to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted client relationships, assist with money movements, account... 

    Morgan Stanley

    Miami, FL
    5 days ago
  •  ...families through integrated wealth and investment solutions. Managing more than...  ..., and an unwavering client focus. About the Position The...  ...role is the face of client service excellence and engagement with...  ...Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent... 
    Work at office
    Local area
    Work from home
    Worldwide

    Pennington Partners & Co.

    Miami, FL
    1 day ago
  •  ...Job Description Job Description 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... 

    Leeds Professional Resources

    Miami, FL
    3 days ago
  •  ...life while advancing your career. This opportunity emphasizes autonomy, growth, and the ability to contribute to a supportive client service team. You’ll focus on delivering exceptional customer experiences, lead and inspire teams, and participate in mentorship programs... 
    Remote job
    Work from home
    Flexible hours

    Global Elite Empire Consultants

    Miami, FL
    4 days ago
  •  ...their prospective and existing clients and other branch staff team...  ...history and recognition for service and excellence in the Financial...  ...Registered Client Service Associate who is a motivated, detail oriented...  ...available cash awaiting investment, including running weekly cash... 
    Work experience placement
    Work at office

    Raymond James

    Miami, FL
    1 day ago
  • Raymond James in Miami seeks a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. The role requires bilingual Spanish communication across phone, email, in-person, and virtual channels, plus strong organization... 

    Fwainvest

    Miami, FL
    3 days ago
  • ## Registered Client Service Associate-- Miami, FL (Bilingual Requirement)Applylocations: Miami, Florida - United Statestime type: Full timeposted...  ...successfully received.* Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports... 
    Work experience placement
    Work at office

    Fwainvest

    Miami, FL
    1 day ago
  • 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

    FF Inc

    Miami, FL
    3 days ago
  • Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors...  ...trades, transfers, wires, credit, and investment. Responsibilities Support bankers...  ...Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws,... 
    Full time

    Itaú USA

    Miami, FL
    5 days ago
  • A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships and resolving inquiries. The ideal candidate has a Bachelor's degree and at least 5 years of related experience, demonstrating... 

    Itaú USA

    Miami, FL
    5 days ago
  • $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 time
    Local area

    Ascendo Resources

    Miami, FL
    5 days ago
  • Job Description:Merrill Wealth Management is a leading provider...  ...wealth management and investment products and services for individuals,...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...Merrill coupled with the banking convenience of Bank of... 
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    8 hours ago
  • Job Description:Merrill Wealth Management is a leading provider...  ...wealth management and investment products and services for individuals,...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...Merrill coupled with the banking convenience of Bank of... 
    Full time
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  • Raymond James in the United States is seeking a dynamic Registered Client Service Associate to support Financial Advisors, their prospective and current clients, and branch staff. The role demands strong communication across phone, email, in-person, and virtual channels... 

    Raymond James

    Miami, FL
    2 days ago
  •  ...We're looking for a Registered Client Service Associate to: • Conduct order entry functions...  ...is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide...  ...solutions and focused investment banking capabilities. Headquartered... 
    Work at office
    Flexible hours

    UBS

    Coral Gables, FL
    4 days ago
  •  ...role Are you truly service oriented? Do you know...  ...looking for a Registered Client Associate to: • keep management...  ...and truly global wealth manager and the leading universal bank in Switzerland. We also...  ...solutions and focused investment banking capabilities. Headquartered... 
    Flexible hours

    UBS

    Miami, FL
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of...  ...comprehensive wealth management and investment products and services for individuals,...  ...Advisors and Wealth Management Client Associates help clients pursue the...  ...Merrill coupled with the banking convenience of Bank of America... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Miami, FL
    a month ago
  • Leeds Professional Resources is assisting a Wealth Management client in the Miami area to hire a bilingual Client Associate fluent in English and Spanish. You will support Financial Advisors by handling client inquiries, processing requests, onboarding accounts, preparing... 
    Full time

    Leeds Professional Resources

    Miami, FL
    5 days ago
  •  ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold...  ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness.... 
    Remote work
    Work from home

    AOGarcia

    Hialeah, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Services Associate — Investments & Banking. Be the first to apply!