Private Bank Admin & Client Services Associate
Bank of America
Bank of America in Miami, FL is seeking a Private Bank Administrative Support Specialist to provide confidential admin support to the Client Management Executive, handling account openings, asset transfers, inquiries, and coordination with specialists. You will manage calendars, travel, expenses, meetings and contribute to delivering an integrated client experience while upholding risk and compliance. Ideal candidates have at least 1 year in financial services, strong communication, and a high #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Bank Admin & Client Services Associate in Miami, FL vacancy
$130k - $175k
...focused on real estate, private equity, credit,... ...world’s largest private banks and wealth management firms... ...these firms and their clients as well as providing ongoing... ...and other third-party service providers relating to... ...The Investor Services Associate should exhibit strong technical...PrivateFull timeLocal area- ...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 maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- 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...Private
- 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...PrivateWork at officeLocal area
- ...Job Description 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 point of contact...PrivateWork at office
- Job DescriptionADP 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 with your laser vision...Full time
- Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution,...
- Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client experience. This role is central to day-to-day client operations, from onboarding and account maintenance to preparing for client meetings and ensuring...
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Work experience placementWork at office
- Jefferies is seeking a Wealth Management Sales Associate in Miami, FL to support Wealth Advisors with client service, trade support, and administrative operations. The role emphasizes bilingual Spanish-English communication and professional client interactions. The successful...
$70k - $100k
...00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to... ...Full-time Job function Analyst, Finance, and Sales Industries Banking, Investment Banking, and Capital Markets Referrals increase...Full timeLocal area- ...Bci Bci provides financial services to individuals and... ...innovations and personalized client experience and, with more than... ...career. It is the third largest privately owned bank in Chile and it has more... ...Registered Client Service Associate will be supporting Bankers/...Work experience placementHome officeAfternoon shift
- 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...
- 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...
- 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
- Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors in performing various aspects of the relationship... ...to accuracy Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations,...Full time
$40k - $45k
...experiences through creativity, professionalism, and strong client relationships. We believe that every interaction matters, and... ...partners, and colleagues. Job Description As a Client Service Associate, you will serve as an important point of contact between...Full time- Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering... ...responsible risk management, client service excellence, and cross-border engagement... ...and the USA. As part of a private banking team, you will advise on investments, credit...Private
- ...and customer-focused Agent Team Member in Miami, FL. This position involves establishing customer relationships, providing excellent service, and working towards marketing goals. The ideal candidate will have sales experience and excellent communication skills. Join us to...Hourly pay
- Banesco USA is seeking a Client Service Specialist I in Miami, FL. You will assist the Relationship Manager to grow the portfolio, cross-sell Bank products, and ensure compliance with BSA and related regulations. Responsibilities include client support, documentation collection...
- ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida... ...18 years of age. Acknowledge ( Bank of America employees are required to... ...management and investment products and services for individuals, companies, and institutions...PrivateSeasonal workWork at officeWork from homeShift workDay shift
- ...and investments on behalf of a private, worldwide clientele. Our team... ...international nature of our clients, and we pride ourselves on a collaborative... ...affiliated entities: AP/AR, bank and credit card... ...family office or private client services setting Why this role Competitive...PrivateFull timeWork at officeWorldwide
$260k - $390k
...Palm Beach, Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services... ...collaborative team player with a commitment to delivering excellent client service. Compensation: ~ Salary range: $260,000 – $3...PrivatePrivate practice- Bernstein Private Wealth Management in Miami is seeking an ambitious Associate for its Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients. The...Private
- A private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This position... ...point of contact for client service and account-related requests.... ...Advisors within private banking, wealth management, or a broker...Private
- ...your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual... ...Responsible for training, supervising and ongoing development of associates and seniors.Develop a working knowledge of the client's...PrivateFull timeTemporary workPrivate practiceWork at officeLocal area3 days per week
- The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves... ...in wealth management, financial services, banking, investment management, or a related client...Work at office
- Leeds Professional Resources is seeking a Wealth Management Client Associate to provide high-quality administrative, operational, and client service support to Financial Advisors and clients. This role is a key contact, ensuring client needs are handled efficiently with...
- ...seeks a detail-oriented professional to support a top producing financial services team. The role includes handling non-sales functions, preparing documents, scheduling meetings, and responding to client inquiries in English and Spanish, with emphasis on accuracy and...
- ...States is seeking a Sr. Relationship Analyst to deliver expert client service, oversee operations, and guide junior staff. This role... ...Coordinator. Strong communication, bilingual English/Spanish, and private banking tech experience are valued, with the role based in Miami....Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Bank Admin & Client Services Associate. Be the first to apply!
Related searches
- teller Miami, FL
- banking administrator Miami, FL
- cash management service teller Miami, FL
- bank clerk Miami, FL
- bank teller Miami, FL
- veterans service officer Miami, FL
- community services specialist Miami, FL
- facility service associate Miami, FL
- office service associate Miami, FL
- retail service associate Miami, FL


