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

Wealth Management Client Associate: Client Services Pro

NBMBAA

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. You will support enterprise objectives and promote tailored banking solutions within a collaborative team. The role requires strong communication, client focus, and adaptability in a fast-paced environment, with onsite responsibilities in a dynamic wealth management office. #J-18808-Ljbffr NBMBAA

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Client Services Pro in Miami, FL vacancy
  •  ...The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while... 
    Suggested
    Work at office

    Leeds Professional Resources

    Miami, FL
    1 day ago
  •  ...Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and...  ...ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational... 
    Suggested
    Local area

    Goldman Sachs

    Miami, FL
    15 hours ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis....  .../or other duties directed by local management Administrative Support: Answering... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    15 hours ago
  • 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... 
    Suggested

    Bank of America Corporation

    Miami, FL
    2 days ago
  • 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

    Northpointe Staffing Professionals

    Coral Gables, FL
    3 days ago
  • 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... 

    Bank of America

    Miami, FL
    2 days ago
  •  ...Merrill Wealth Management Job Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and institutions...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  • $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 time
    Part time
    Work at office
    Remote work
    Work from home
    Monday to Friday

    Procyon Corporation

    Miami, FL
    5 days ago
  •  ...Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will...  ...team utilizing our group’s various applications \n Respond to client questions regarding accounts, policies, and procedures. \n Review... 

    Leeds Professional Resources

    Miami, FL
    6 days ago
  •  ...Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will...  ...team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review... 
    Full time

    Leeds Professional Resources

    Miami, FL
    2 days ago
  • Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P....  ...years of experience in the investment management industry Preferred Qualifications, Capabilities...  ...About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading... 
    Work at office

    JPMorganChase

    Miami, FL
    3 days ago
  •  ...for a culture that puts its clients and associates first: a culture where...  ...immediate supervision, Client Services Associate (Registered) assists...  ...or escalated to the Branch Manager; including suspicious...  ...start-up. We are a global wealth management and investment banking... 
    Work at office
    Immediate start

    Stifel Financial

    Miami Beach, FL
    3 days ago
  •  ...devoted team of relationship managers serving many sophisticated U....  ...international high net worth clients. Assistant Vice President...  ...delivery of private banking services. Responsibilities include facilitating...  ...teams across banking, wealth management, and compliance to... 
    Full time
    Work at office

    Safra National Bank

    Miami, FL
    1 day ago
  •  ...Resources is seeking new talent in Miami to join their dynamic financial services team. The role focuses on non-sales related functions, facilitating support for a top producing team. You’ll handle client communication, assist with paperwork, and prepare meeting... 

    Leeds Professional Resources

    Miami, FL
    3 days ago
  • 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... 

    Bci Miami

    Miami, FL
    3 days ago
  • 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... 

    Morgan Stanley

    Miami Beach, FL
    2 days ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team responsible for maintaining, deepening and enriching client relationships. You will serve as the primary... 
    Work at office

    Hackajob

    Miami, FL
    2 hours ago
  • McDermott Will & Schulte in Miami seeks an associate with 2 to 3 years of experience to join our Private Client Practice Group. You will draft standard and sophisticated estate planning documents, support wealth-transfer and international tax planning under senior attorneys... 
    Private practice

    McDermott Will & Schulte

    Miami, FL
    1 day ago
  •  ...Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible...  ..., and ongoing client relationship management Prepare and process account...  ...support within financial services or wealth management ~ Bilingual - English &... 
    Full time
    Work at office
    Local area

    Ascendo Resources

    Miami, FL
    1 day ago
  • $50.6k - $70.6k

    The Client Services Associate is a developing professional role. This role identifies policy and applies...  ...and Microsoft Office Monitor money managers performance and update monthly Provide...  ...Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship... 
    Full time
    Work at office

    Citi

    Miami, FL
    1 day ago
  •  ...Bci provides financial services to individuals and...  ...innovations and personalized client experience and, with...  ...Client Service Associate will be supporting Bankers...  ...International Relationship Managers, ability to process...  ...in International Wealth Management and knowledge... 
    Work experience placement
    Home office
    Afternoon shift

    Bci Miami

    Miami, FL
    3 days ago
  •  ...the firm. We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and...  ...client services, private equity, private credit, asset management, wealth management, an RIA, family office, or a related financial... 
    Full time
    Work at office

    TRCM Labs Inc.

    Miami, FL
    1 day ago
  • 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... 

    JPMorgan Chase & Co.

    Miami, FL
    2 days ago
  •  ...Advisors is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers...  ...maintain documentation to support management and compliance. Support...  ...desirable. Previous experience in wealth management, investment advisory services... 
    Full time

    Innova Advisors

    Miami, FL
    1 day ago
  • Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little more...Are you a customer service superhero...  ...thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software-related... 
    Full time

    ADP - Automatic Data Processing

    Miami, FL
    3 days ago
  • $60k - $70k

     ...Client Management Associate Start date: Immediate Salary: $60,000 - $70,000 (annually) About Orchestra Orchestra is a strategic communications and marketing company built for today's complex and fragmented world. From decoding audiences to designing bold strategies... 
    Immediate start
    Remote work
    Shift work

    Orchestra

    Miami, FL
    2 days ago
  • ABC Management Group Inc is seeking experienced bartenders, restaurant servers, and hospitality associates ready to transition into a full-time professional career. This position offers a flexible schedule along with hourly compensation and a paid training program. Key... 
    Hourly pay
    Full time
    Flexible hours

    ABC Management Group Inc

    Miami, FL
    2 days ago
  •  ...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...  ...and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity... 
    Full time

    Leeds Professional Resources

    Miami, FL
    1 day ago
  • 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... 

    Citi

    Miami, FL
    1 day ago
  • 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... 

    Deutsche Bank AG

    Miami, FL
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate: Client Services Pro. Be the first to apply!