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

Wealth Client Services Associate

711 MS Smith Barney, LLC

711 MS Smith Barney, LLC in Miami Beach is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role entails cultivating client relationships, executing transactions, and performing administrative tasks. Ideal candidates have strong interpersonal skills, a detail-oriented mindset, and the willingness to gain necessary industry certifications. The company values diversity and offers comprehensive employee benefits. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Miami Beach, FL vacancy
  • Overview 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 interactions with clients, individuals in this role build trusted relationships... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami Beach, FL
    4 days ago
  • Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while...  ...At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products... 
    Suggested
    Work experience placement

    ReKruiting Advisors LLC.

    Miami, FL
    2 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 interactions with clients, individuals in this role build trusted relationships... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    4 days ago
  •  ...Job Description Job Description We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management. Responsibilities Cultivate and enhance new and existing client relationships... 
    Suggested

    Leeds Professional Resources

    North Miami, FL
    4 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... 
    Suggested

    Morgan Stanley

    Doral, FL
    3 days ago
  • Position Summary 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 interactions with clients, individuals in this role build trusted relationships... 
    Work at office
    Local area

    711 MS Smith Barney, LLC

    Miami Beach, FL
    3 days ago
  • $50.6k - $70.6k

     ...Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. The CSA will drive the creation of the client...  ...prospect needs. Interview prospects to establish source of wealth, banking needs and to require documents necessary to drive... 

    Citigroup Inc

    Doral, FL
    3 days ago
  •  ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly...  ...Advisors to ensure a seamless client experience within the wealth management framework. Key Responsibilities: Account Management... 

    Norman Alex

    Miami, FL
    4 days ago
  • Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered...  ...U.S., and LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis... 
    Work at office
    Remote work
    2 days per week

    FinTrust Connect

    Miami, FL
    3 days ago
  •  ...Client Service Associate (Spanish Speaker) Ita Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating 100...  ...organization, Ita Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, data... 

    Itau

    Miami, FL
    4 days ago
  • $75k - $95k

     ...and 2 more Job Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08/01/2025, 07:16 PM...  ...5,000.00 Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan... 
    Full time
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Miami, FL
    2 days ago
  •  ...Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product... 

    ReKruiting Advisors

    Doral, FL
    3 days ago
  • Client Service Support Specialist Job Description: This role provides client service support to multiple Financial Advisors (FAs), supporting enterprise strategic objectives, operational excellence goals, and client advocacy while customizing solutions to meet their specific... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  • A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and... 

    National Black MBA Association

    Miami, FL
    22 hours ago
  • Bank of America in Miami, Florida, is seeking a dedicated individual for a role focused on client service support to Financial Advisors. The position requires ensuring operational excellence and advocating for client needs through education on banking services. Candidates... 

    Bank of America

    Miami, FL
    3 days ago
  • Bank of America is seeking a Client Service Support Specialist in Miami, Florida to provide exceptional client support to Financial Advisors. Your role will involve educating clients about our service offerings, ensuring timely handling of requests, and deepening client... 
    Shift work

    Bank of America

    Miami, FL
    2 days ago
  • This role provides client service support to multiple Financial Advisors, ensuring operational excellence and client advocacy. Responsibilities Provides excellent client service to bank clients by educating them on our service and banking offerings. Ensures timeliness,... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    4 days ago
  •  ...Client Service Associate ADP 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... 

    Automatic Data Processing

    Miami, FL
    4 days ago
  •  ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general... 
    Work experience placement
    Work at office

    Raymond James Financial

    Miami, FL
    4 days ago
  • Job Summary Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented, and creative problem solver to join our growing team. The role provides high‑quality, high‑touch administrative support to Financial Advisors, their clients, and... 
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Miami, FL
    22 hours 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
  • A financial services company seeks a Registered Client Service Associate in Miami. This role involves providing exceptional service to clients, assisting Financial Advisors, and building trusted relationships. Ideal candidates will be bilingual in Spanish and have experience... 

    PowerToFly

    Miami, FL
    1 day ago
  • $70k - $100k

    Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude... 
    Full time
    Local area

    Ascendo Resources

    Miami, FL
    2 days ago
  • Fwainvest in Miami, FL is seeking a Registered Client Service Associate to support Financial Advisors by managing client interactions and administrative tasks. The ideal candidate excels in communication and organization while thriving in a fast-paced environment. Applicants... 

    Fwainvest

    Miami, FL
    3 days ago
  • Banesco USA Inc is seeking a Client Service Associate I in Miami, FL. This role involves aiding Relationship Managers with loan and deposit portfolio management, ensuring customer satisfaction through quality service, and managing account inquiries effectively. The ideal... 
    Work at office

    Banesco USA Inc

    Miami, FL
    1 day ago
  •  ...ask for an accommodation or an alternative application process. Full-Time Non-Exempt, Miami, FL, US Requisition ID: 1609 Client Service Associate I - Corp Bank Primary Job Duties Assist the assigned Relationship Manager with the daily management of loan and deposit... 
    Full time
    Temporary work
    Work at office
    Remote work

    Banesco USA Inc

    Miami, FL
    2 days ago
  • Fwainvest is seeking a Client Service Associate in Miami, FL with strong communication skills and the ability to deliver quality service to clients. The role involves assisting Financial Advisors, processing client transactions, and managing documentation. Ideal candidates... 

    Fwainvest

    Miami, FL
    1 day ago
  •  ...Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding,...  ...have at least 6 years of experience in a client service role in finance, with fluency in English and... 

    Larch Capital Partners Llc

    Miami, FL
    2 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees,...  ...and delivering extraordinary customer service while maintaining a strong commitment...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... 

    JPMorganChase

    Miami, FL
    1 day ago
  • Raymond James is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. This role involves managing accounts, preparing reports, and ensuring compliance with industry regulations in a dynamic environment... 

    Raymond James

    Miami, FL
    3 days ago

Do you want to receive more vacancies?

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