Part-Time Wealth Management Client Experience Associate
Lion Capital Advisors
Lion Capital Advisors is seeking a detail-oriented Client Service Associate to join our Miami-based wealth management team on a part-time, flexible basis. The role focuses on day-to-day servicing of investment advisory clients, with an important compliance component for our SEC-registered status, and support for fund administration. Based in Miami with initial in-office training at 1450 Brickell Avenue, partial remote work may be possible after training. #J-18808-Ljbffr Lion Capital Advisors
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Part-Time Wealth Management Client Experience Associate in Miami, FL vacancy
- ...Client Experience Associate At PNC, our people are our greatest differentiator and... ...their recruiter and hiring manager to discuss workplace expectations... ..., options for full-time employees include: medical/prescription... ...benefits for full time and part-time employees, visit...Part timeFull timeTemporary workWork experience placementWork at officeShift work
PNC
Miami Gardens, FL1 day ago - ...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth... ...an array of different skills and experiences that individuals bring from all backgrounds... ...needs including covering roles in times of absence or seasonal need...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Merrill Wealth Management is a leading provider of comprehensive wealth... ...Advisors and Wealth Management Client Associates help clients pursue the... ...unique perspectives, ideas and experiences, helping to create a work... ...covering roles in times of absence or seasonal need...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$130k - $175k
## Blackstone Private Wealth - Client Services, AssociateApplylocations... ...alternative asset manager. Blackstone seeks to... ...The Investor Services Associate should exhibit strong... ...of financial industry experience* Series 7 and Series 6... ...may be changed at any time, with or without...SuggestedLocal area- Registered Client Service Associates provide exceptional service to... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...directed by local management Administrative Support... ...more years of industry experience preferred Knowledge... ...service skills Strong time‑management skills Team...SuggestedWork at officeLocal area
- Valor Advisors is seeking a Client Service Associate for their Family Office team in Miami. This full-time, hybrid role supports Wealth Managers and acts as a liaison between clients and... ...Spanish, with at least 2 years of experience in financial services. Key responsibilities...Full timeWork at office
- ...Job Category Banking Associates Business Unit Consumer... ...Job Schedule Full time Job Description At J... ...enthusiasm for helping our clients, taking care of our... ...in J.P. Morgan Wealth Management, you will provide client... ...determined based on the role, experience, skill set and...Full time
- ...Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors.... ...role involves facilitating operational requests, managing client relationships, and assisting in wealth planning. The successful candidate will hold a...
- ...services firm in Miami is seeking an Associate to manage client relationships and support financial advisors... ...finance or business and 3 years of experience in the financial services industry.... ...essential. The role offers a full-time position to enhance client experience...Full time
- 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 is seeking a Registered Client Service Associate in Miami, Florida. This role focuses... ...has a High School Diploma, industry experience, and Series 7 and Series 66 licenses.... ...support, executing transactions, and managing administrative tasks to enhance client...
- ...Registered Client Service Associate Registered Client Service Associates... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...directed by local management Administrative Support... ...FA/PWA Education, Experience, Knowledge, and... ...service skills Strong time management skills...Work at officeLocal area
- We are seeking a detail-oriented Client Service Associate to join our Miami-based wealth management team on a part‑time, flexible basis. This role is centered on the day‑to‑... ...improve operational processes to enhance client experience and streamline internal workflows. Help in...Part timeFull timeWork at officeRemote workFlexible hours
- ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered... ...Management as part of Wells Fargo Advisors.... ...Client Services support experience, or equivalent demonstrated... ...licensing review process at the time of offer acceptance. For...Ongoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Miami, FL2 days ago - ...Growth and delivering for our clients, teammates, communities and... ...wide range of work and life experiences. These journeys foster resilience... ...the bank's clients, and manage risk Identifies, deepens,... ...including covering roles in times of absence or seasonal need increases...Seasonal workWork at officeFlexible hoursShift workDay shift
- ...Client Service Associate (Spanish Speaker) Ita Unibanco is the... ...client engagement. As part of this organization... ...capabilities to wealth management, combining human expertise... ...areas in a timely and professional manner... ...of industry related experience ~ Exceptional follow...
- ...Registered Client Service Associate Registered Client Service Associates... ...Advisor(s)/Private Wealth Advisor(s)/teams on a... ...directed by local management Administrative... ...Advisor Education, Experience, Knowledge, and Skills... ...skills Strong time management skills...Work at officeLocal area
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America... ...) in Spanish ~2+ years of experience in the investment management industry Preferred qualifications... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-...Work at office
Chase
Miami, FL4 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...
- ...Coral Gables Job Type: Full Time Country / State: United States... ...- Florida Function Category: Management and Business Support Join us... ..., with their diverse skills, experiences and backgrounds, who drive our... ...will be the “front line” for client contact, client service issues...Full timeWork at officeFlexible hours
UBS
Coral Gables, FL2 days ago $225k - $275k
...alternative asset manager. We seek to... ...** The Private Wealth Public Funds (PWPF... ...Institutional Client Solutions,... ...** 7+ years of experience practicing law as a law firm associate or in-house counsel... ...conclusion.* Strong time management and... ...to work as part of a collaborative...Local areaFlexible hours- ...For As a product manager, you will be critical... ...reinventing the Wealth Management digital... ...solutions that empower clients and advisors. We’... ...that elevate user experience. Get hands‑on... ...are delivered on time and of quality. Aptitude... ..., as it is a core part of providing a...Part timeFull timeTemporary workWork experience placement
- ...Seasonal Client Support Associate We are looking for someone who thrives in... ...ensuring exceptional client experiences and providing essential support... ...engaged during wait times. Join our team and make a positive... ...: ~ Full-time and part-time positions are available...Part timeExtra incomeFull timeLocal areaFlexible hoursShift work
Jackson Hewitt
Miami, FL2 days ago $17 per hour
A leading watch company in Miami is seeking a part-time Retail Sales Associate Keyholder to drive sales, open and close the store, and assist staff... ...should have strong selling skills, previous retail experience, and a commitment to exceptional customer service. The role...Part timeHourly pay- Build-A-Bear Workshop is seeking Bear Builder associates who are fun, easy-going, and team-oriented. You will assist guests in creating... ...enthusiasm, and foster a warm atmosphere to ensure a memorable experience. The role emphasizes exceptional guest service, adherence to...Part time
- A leading sports merchandise company in Miami is seeking a part-time Retail Lead to enhance the game day experience. Responsibilities include coaching Retail Associates, driving sales, and maintaining operational excellence. Applicants should have leadership experience...Part timeNight shiftWeekend work
- A global entertainment brand located in Miami is seeking a Retail Sales Associate to enhance the shopping experience for guests. This role involves greeting customers, managing sales transactions, and maintaining product knowledge to create memorable experiences. Ideal...Part time
- A leading sports merchandise company is looking for a part-time Retail Lead in Miami, Florida. The Retail Lead will manage daily operations and support Retail Associates in delivering an exceptional fan experience. Candidates should have at least one year of retail experience...Part timeFlexible hours
- A leading sports merchandise company in Miami is seeking a part-time Retail Lead to enhance the game day experience. Responsibilities include coaching Retail Associates, managing operations, and ensuring excellent customer service. Candidates should have at least one year...Part timeNight shift
- A leading apparel retailer is looking for a part-time Assistant Manager in Miami, FL. The ideal candidate has 1-2 years of retail management experience, a passion for customer service, and strong problem-solving skills. Responsibilities include supporting store operations...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Part-Time Wealth Management Client Experience Associate. Be the first to apply!
Related searches
- client engagement associate Miami, FL
- client relationship associate Miami, FL
- client services associate Miami, FL
- registered client associate Miami, FL
- client account associate Miami, FL
- client solutions associate Miami, FL
- client success associate Miami, FL
- receptionist part time weekends Miami, FL
- part time creative Miami, FL
- part time clinic rn Miami, FL