Private Client Service Associate - Client & Operations Support
Oppenheimer & Co. Inc.
A leading investment bank is seeking a Client Service Associate for its Tampa, FL branch. In this role, you will provide administrative support, manage client interactions, and perform special projects. Candidates should possess a Bachelor’s degree, have 1-2 years of relevant experience in financial services, and be proficient in MS Office. This position requires a proactive mindset and the ability to handle confidential matters efficiently. #J-18808-Ljbffr Oppenheimer & Co. Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Service Associate - Client & Operations Support in Tampa, FL vacancy
- ...Client Service Associate Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project.... ...exceed expectations. We take pride in fostering a supportive working environment where every employee is...OperationsFull timeWork at office
Alphabe Insight
Tampa, FL4 days ago - ...Client Service Account Manager Join our team as a Client Service Account Manager where you... ...Morgan Payments Client Service, you will support a portfolio of large corporate and/or... ...resolution to support the client's business operations, identifies product/service gaps and...OperationsFlexible hours
- JPMorgan Chase in Tampa seeks a client-focused financial services professional to support investors within U.S. Private Bank. You will advise on trade execution, maintain confidentiality, and collaborate with a cross-functional team to advance client goals. The role requires...Suggested
$63 per hour
Kforce's client, a leading financial services organization in Tampa, FL is seeking a Senior... ...Client Account Service Associate (CASA) to deliver... ...client experience while supporting Wealth Advisors and advisory... ...servicing activities, providing operational expertise, and ensuring...OperationsContract work- ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment... ...Client Service Associate to join our Private Client Division in our Tampa, FL... ...managing database, general organizational support, as well as client interaction. The ideal...Suggested
$40 - $45 per hour
...currently seeking a highly motivated Client Services Associate for an opportunity in Tampa, FL Position... ...to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other... ...high degree of accuracy. Ability to support a diverse array of products and...Temporary workWork experience placementWork at officeImmediate start- ...problem-solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively... ...assist in safeguarding client assets, and provide support and guidance to clients on their financial...Work at officeWorldwide
$21 - $24 per hour
...pediatric therapy , nursing, and school‑based services. We seamlessly integrate into children... ...where they are by providing the support and resources necessary to decrease... ...looking for critical thinker and proactive Client Service Associate in our Tampa, FL office that shares...Full timeWork at officeWork from homeFlexible hours1 day per week- ...Job Description We are seeking a Client Account Representative to serve... ...ensuring client satisfaction, and supporting the successful execution of logistics operations. The ideal candidate is... ...committed to delivering exceptional service. Responsibilities Manage and maintain...OperationsFull time
Elevare Branding
Tampa, FL17 hours ago - ...Client Accounts Representative We are a Firm where people truly... ...located at the Firm's global operations center in Tampa or in the... ...dependent care; health advocacy services; behavioral health and counseling... ...care; senior care planning support; resources for individuals...OperationsTemporary workWork at office
Holland & Knight
Tampa, FL6 days ago - ...corporate offices. About the Role Client Specialists are the first... ...Barry’s Client Experience Support the client experience with hospitality... ...impacting both sales and service Be an effective brand... ...knowledge for all studio retail operations Participate in all relevant training...OperationsFull timePart timeLocal areaShift workNight shiftWeekend workDay shiftAfternoon shift
Barry CO
Tampa, FL1 day ago - ...ecosystem of products, places, services and spaces that elevates... ...than who's right. Client Services Associates play an integral role in providing... ...level of client services support to Gallery Partners to resolve... ...* Proficiency with Mac Operating System, IOS devices, Microsoft...Full timeWork at officeLocal area
- Grow your career as a Client On-boarding specialist - KYC with an innovative global bank... ...You Will Be Doing Analyst will work to support the due diligence, KYC and related... ...documentation and supporting forms to KYC operations to ensure complete client profile is completed...OperationsContract work2 days per week3 days per week
- Client Integration & Solutions Engineer About the Position Ambs Call... ...nation's top-rated answering service provider, is seeking a... ...needs. Collaborate with the operations and sales teams to ensure account... ...be flexible and available to support 24/7 operations when needed....OperationsWork experience placementWork at officeFlexible hours
- Analyst will work to support the due diligence, KYC, and related documentation requirements for new client onboarding. The analyst will interact directly with Sales and Transaction... ...documentation and supporting forms to KYC operations to ensure complete client profile is...OperationsWorldwide
- The Client Experience Specialist is a service‑mindful professional who manages all non‑licensed... ...parties and internal operations. As a trusted... ...is 100% remote and will support various markets, primarily... ...9,000 independent sales associates in the United States, Canada...OperationsRemote jobContract workTemporary workWorldwideRelocation
- ...Wealth Management Client Associate Tampa, Florida To proceed with... ...and investment products and services for individuals, companies,... ...an in-office culture that supports collaboration, engagement,... ...enterprise strategic objectives, operational excellence goals, and...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Tampa, FL4 days ago - ...Partners in Tampa, FL is searching for a Senior Accounting Services Associate to deliver comprehensive accounting solutions. You... ..., and prepare financial statements while assisting clients in streamlining their operations. This role demands strong analytical skills and the...Operations
- We are seeking a Senior Client Accounts Specialist to join our team at the Firm's global operations center in Tampa or in the Dallas office... ...account management, customer service, and financial analysis,... ...dependent care; senior care planning support; resources for individuals...OperationsTemporary workWork experience placementWork at office
- Corestream- is seeking a Client Operations Specialist to join our dynamic tech team in Tampa, FL. This hybrid role offers a unique opportunity to influence our file exchange processes directly. Ideal candidates have experience with help desk tickets and file transfer protocols...OperationsCasual workFlexible hours
- Client Operations Specialist As a result of our continued growth, we are looking... ...exchange and integration support, collaborating closely with... ...and schedule activities associated with the processing of customer... ...outstanding customer service skills with a professional,...OperationsCasual work
- Holland & Knight LLP seeks a Client Accounts Representative in Tampa to work with billing attorneys and clients. This dynamic role involves... .... Benefits include comprehensive healthcare, 401(k), and support resources for personal well-being. #J-18808-Ljbffr Holland & Knight...
$158.5k - $250.5k
...environments, mission‑critical outcomes, operational advancement, scientific discovery and... ...Jacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and... ...interaction even better. If you require further support or reasonable adjustments with regards...OperationsFull timeRemote workJacobs
Tampa, FL3 days ago- ...growing tech-enabled business services companies in the USA, with a... ...strong call center footprint and operations that extend across multiple... ...We are hiring an Experienced Client Services Manager to manage... ...delivering data‑driven insights and supporting account growth. To be...OperationsFull timeTemporary workCasual workWork at officeLocal areaRemote work
MCI
Tampa, FL3 days ago - ...-winning culture that supports personal and career development... ...As the Director of Client Success for Arrive... ...the performance, operational strategy, and growth of... ...specialized delivery services. Responsibilities Direct... ...responsibilities over Client Success Associates and Representatives...OperationsWork experience placementCasual workWork at officeImmediate startRelocation packageDay shift
- ...established an award‑winning culture that supports personal and career development... ...of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the... ...provide best‑in‑class customer service Determine how to maximize profitability...OperationsWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageDay shift
Arrive Logistics
Tampa, FL3 days ago - ...tech-enabled business services companies in the USA,... ...center footprint and operations that extend across multiple... ...hiring anExperienced Client Services Managerto... ...data-driven insights and supporting account growth. To... ...452nd Fastest Growing Privately Company in the USA, making...OperationsFull timeContract workTemporary workCasual workWork at officeLocal areaRemote work
Mass Markets
Tampa, FL2 days ago - ...home health, shared decision support, and payment integrity programs... ...queue governance for inbound client issues Establish and enforce... ...with Account Management, Operations, and Product teams to remove... ...experience directly influences service quality and customer outcomes...OperationsFull timeContract workPart timeFor contractorsLive inWork at officeLocal areaFlexible hours
- ...Transaction Advisory Services - Senior Associate At Bennett Thrasher, we offer... ...on meaningful work with clients in a variety of industries... ...comprehensive understanding of client operations, processes and business... ...needed Contributes and supports new ideas on internal...OperationsLocal areaImmediate start
Bennett Thrasher
Tampa, FL1 day ago - ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...an in-office culture that supports collaboration, engagement,... ...enterprise strategic objectives, operational excellence goals, and...Seasonal workWork at officeWork from homeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Service Associate - Client & Operations Support. Be the first to apply!
Related searches
- client relationship associate Tampa, FL
- client services associate Tampa, FL
- client account associate Tampa, FL
- client solutions associate Tampa, FL
- service advisor automotive Tampa, FL
- service consultant Tampa, FL
- service delivery associate Tampa, FL
- support services specialist Tampa, FL
- public service officer Tampa, FL
- service worker Tampa, FL