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

Wealth Management Client Associate: Client Services & Operations

Leeds Professional Resources

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 professionalism. The ideal candidate is organized, detail-oriented, proactive, and comfortable in a fast-paced financial services environment. #J-18808-Ljbffr Leeds Professional Resources

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate: Client Services & Operations in Miami, FL vacancy
  • 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... 
    Operations

    Jefferies

    Miami, FL
    1 day ago
  • $130k - $175k

     ...alternative asset manager. Blackstone seeks...  ...Blackstone Private Wealth was established to...  ...these firms and their clients as well as...  ...responsibilities include: Field operational inquiries from...  ...other third-party service providers relating...  ...Investor Services Associate should exhibit... 
    Suggested
    Full time
    Local area

    Blackstone Group

    Miami, FL
    2 days ago
  • 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
    3 days ago
  •  ...opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team...  ...utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures.... 
    Operations

    Leeds Professional Resources

    Miami, FL
    3 days ago
  •  ...in Miami to join their dynamic financial services team. The role focuses on non-sales...  ...for a top producing team. You’ll handle client communication, assist with paperwork, and...  ...career in a reputable firm with significant operations in Miami and provides essential support... 
    Operations

    Leeds Professional Resources

    Miami, FL
    3 days ago
  • 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...  ...other duties directed by local management ADMINISTRATIVE SUPPORT... 
    Work at office
    Local area

    Morgan Stanley

    Miami Beach, FL
    4 days ago
  •  ...culture that puts its clients and associates first: a culture...  ...supervision, Client Services Associate (Registered...  ...branch office. Perform operational or administrative functions...  ...to the Branch Manager; including suspicious...  ...-up. We are a global wealth management and investment... 
    Operations
    Work at office
    Immediate start

    Stifel Financial

    Miami Beach, FL
    2 days ago
  •  ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish...  ...Description: Merrill Wealth Management is a leading provider of...  ...investment products and services for individuals, companies...  ...strategic objectives, operational excellence goals, and client... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    3 days ago
  • A private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This...  ...point of contact for client service and account-related requests....  ...Work with internal investment, operations, compliance, and product teams... 
    Operations

    Leeds Professional Resources

    Miami, FL
    3 days ago
  • Our client is seeking a detail-oriented Client Service Associate to support our team in delivering an exceptional client...  ...central to day-to-day client operations, from onboarding and account maintenance...  ...a client-facing role within wealth management, financial planning, or... 
    Operations

    Providence Talent Group

    Miami, FL
    3 days ago
  • The Client Operations Associate position supports the Sales team in partnership with...  ...providing a funding and service on processing clients requests...  ...or Broker Dealer preferred Manage the end-to-end lifecycle of...  ...and macros #J-18808-Ljbffr BBVA Global Wealth Advisors
    Operations
    Work at office

    BBVA Global Wealth Advisors

    Miami, FL
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies...  ...Advisors and Wealth Management Client Associates help clients pursue the...  ...enterprise strategic objectives, operational excellence goals, and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Miami, FL
    2 days ago
  •  ...Job Description Job Description The Wealth Management Client Services Associate is responsible for providing superior standards of service to an assigned portfolio of affluent and high net worth customers with the objective to strengthen customer loyalty and retention... 
    Temporary work
    Work experience placement
    Work at office

    Amerantbank

    Miami, FL
    1 day ago
  • $40k - $45k

     ...personable and detail-oriented Client Support Associate to join our team in Miami,...  ...reflects the high level of service associated with our brand....  ...types of clients while managing multiple priorities. Responsibilities...  ...Support administrative and operational tasks related to client... 
    Operations
    Full time

    Alphabe Insight Inc

    Miami, FL
    1 day 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
    4 days ago
  • About The Role We’re hiring a Client Services Associate to support and strengthen relationships with...  ...a career in client services, account management, or customer success. Location: Miami...  ...smooth transition Coordinate with sales, operations, and support teams to resolve issues... 
    Operations
    Full time

    FF Inc

    Miami, FL
    5 days ago
  • Join to apply for the Client Service Associate role at Itaú USA Overview Support bankers and investors...  ...various aspects of the relationship management initiative with their client base....  ..., investors, product specialists and operations areas in a timely and professional... 
    Operations
    Full time

    Itaú USA

    Miami, FL
    2 days ago
  • $225k - $275k

     ...largest alternative asset manager. We seek to create positive...  ...Unit:** The Private Wealth Public Funds (PWPF) Legal...  ...with the Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public...  ...practicing law as a law firm associate or in-house counsel,... 
    Operations
    Local area
    Flexible hours

    The Blackstone Group L.P.

    Miami, FL
    1 day ago
  •  ...a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication...  ...ensure a seamless client experience within the wealth management framework.Key Responsibilities:... 

    Norman Alex

    Miami, FL
    2 days ago
  •  ...Support Specialist to provide confidential admin support to the Client Management Executive, handling account openings, asset transfers,...  ...compliance. Ideal candidates have at least 1 year in financial services, strong communication, and a high #J-18808-Ljbffr Bank of... 

    Bank of America

    Miami, FL
    2 days ago
  • Your role Are you truly service oriented? Do you know how to take care of people...  ...people? We1re looking for a Registered Client Associate to: keep management systems up-to-date with client...  ...team Youll be working with the Global Wealth Management team in the Miami Branch.... 
    Full time
    Flexible hours

    UBS

    Miami, FL
    1 day ago
  • $65k - $85k

     ...transitioning from the US Armed Services and seeking a training...  ...will be considered Keep management systems up-to-date with client information Educate...  .... As a Registered Client Associate, you’ll play an important...  ...leading and truly global wealth manager and the leading universal... 
    Full time
    Traineeship
    Work at office
    Flexible hours

    UBS

    Miami, FL
    2 days ago
  •  ...provides financial services to individuals and...  ...and personalized client experience and, with...  ...Client Service Associate will be supporting...  ...administrative and operational support as core activities...  ...Relationship Managers, ability to...  ...in International Wealth Management and knowledge... 
    Work experience placement
    Home office
    Afternoon shift

    Bci Miami

    Miami, FL
    3 days ago
  • 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...  ...transactions and contributing to operational reviews, making it essential for a... 

    Itaú USA

    Miami, FL
    2 days ago
  •  ...New York City is seeking a Registered Client Associate for its SkillBridge program,...  ...role targets transitioning US Armed Services members approved for DOD SkillBridge....  ...and ongoing training within the UBS global wealth-management framework. #J-18808-Ljbffr UBS

    UBS

    Miami, FL
    5 days ago
  •  ...Sachs is seeking a Product Manager for its Private Wealth Management digital platform...  ...with engineering, design, and operations, and delivering user-centric...  ...features for high-net-worth clients. You will leverage experience in financial services or engineering to innovate in... 
    Operations

    The Goldman Sachs Group

    Miami, FL
    1 day ago
  • $135.15k - $192.37k

     ...Regions, we believe associates deserve more than just...  ...Regions, the Private Wealth Management Advisor develops and...  ...maintains a portfolio of client relationships within...  ...wealth products and services including financial...  ..., FL - Ponce De Leon Operations CenterType: Full time
    Operations
    Full time
    Flexible hours

    Regions Financial

    Miami, FL
    2 days ago
  • $60k - $90k

    A financial services firm is seeking a Senior New Account Onboarding professional...  ...onboarding process for international clients in a wealth management setting. Candidates should have over...  ...years of experience in back-office operations and a bachelor's degree in a related... 
    Operations

    Ascendo Resources

    Miami, FL
    2 days ago
  • Job DescriptionADP is hiring a Client Service Associate.Thanks for clicking! Let us tell you a little...  ...sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software...  ...technologies and working knowledge of various operating systems. The ability to work in a... 
    Full time

    ADP - Automatic Data Processing

    Miami, FL
    2 days ago

Do you want to receive more vacancies?

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