Client Services & Operations Lead (Private Wealth)
$130k - $175kDormont Manufacturing Co
Dormont Manufacturing Co in Miami, Florida is seeking a qualified candidate to manage operational inquiries from financial advisors concerning Blackstone investment offerings. The ideal candidate will need a Bachelor’s Degree and at least 5 years of financial industry experience. This position involves project management and strong communication skills to liaise effectively with various stakeholders. An expected annual base salary of $130,000 to $175,000 is offered alongside comprehensive benefits. #J-18808-Ljbffr Dormont Manufacturing Co
- Daybright is currently seeking a Senior Client Service & Operations Lead to join our Private Sector Retirement Segment. Be part of a team of thought leaders... ...QUALIFICATIONS 5-10 years of experience in RIA or wealth management operations or client service roles. Strong...Private
- Daybright Financial is seeking a Senior Client Service & Operations Lead to join their team in Miami. This role involves owning the daily execution... ...ideal candidate will have 5-10 years' experience in RIA or wealth management operations, with strong abilities in account...Suggested
$100k - $130k
...professional based in Miami, Florida, to handle operational inquiries and manage various projects within Blackstone Private Wealth. The ideal candidate will possess a Bachelor’... ...processes, and ensuring efficient client onboarding. Attractive compensation includes...Private$130k - $175k
The Blackstone Group L.P. seeks a Client Services Associate in Miami to handle operational inquiries and manage projects for Blackstone Private Wealth. Candidates should possess a Bachelor’s Degree and 5+ years of financial industry experience. Successful candidates will...Private- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high-net-worth and ultra‑high-net-worth clients. As an industry leader we put people... ...Bernstein Private Wealth Associates are client‑service professionals who exhibit drive,...PrivateFlexible hours
- ...Position Overview Bernstein Private Wealth Management is a premier investment management firm... ...high‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people... ...Bernstein Private Wealth Associates are client service professionals who exhibit drive,...PrivateFlexible hours
$100k - $130k
...Responsibilities Field operational inquiries from Financial Advisors & internal... ...transfer agents, and other third-party service providers relating to client inquiries, problem resolutions,... ...various groups within Blackstone Private Wealth to enhance collaboration and efficiencies...PrivateLocal area- 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... ...global communities in which we operate, bringing a variety of backgrounds...PrivateWork at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...trusted relationships. Leading with a client first mindset,... ...global communities in which we operate, bringing a variety of...PrivateWork at officeLocal area
- A leading financial institution is seeking an experienced professional to manage client processes and drive new business development... ...have 12+ years in private banking or complex financial services, demonstrating... ...deliver comprehensive wealth management strategies...Private
- JPMorganChase in Miami is hiring a Private Client Investment Associate who will provide client service and operational support to Advisors within Wealth Management. The role involves maintaining client relationships and supporting operational activities. Ideal candidates...
- JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment...Private
$85k
Roman Health Pharmacy LLC is seeking a dedicated Service Manager in Miami to lead operations in the marine service sector. The role demands operational strength, customer focus, and multitasking skills. Key responsibilities include overseeing daily service operations, managing...$135k
...US Wealth Regional Director, Miami, FL... ...in the financial services industry and is evolving... ...Director - SSLLC will lead a team of... ..., net new assets, client acquisition, and product... ...-net-worth, and private banking client segments... ..., Marketing, Operations, Supervision, and...PrivateHourly payContract workWork experience placementShift work- ...Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified... ..., you will partner with advisors and clients to deliver holistic, goals-based planning... ...with an integrated client service team to provide clients with a detailed...PrivateWork at office
- 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 client...Private
- ...Senior Client Service Associate As a Senior Client Service... ...within the Latin America Private Bank at J.P. Morgan you... ...advisors, product partners and operations teams to deliver a... ...J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...PrivateWork at office
- Bank of America is seeking a Client Service Associate in Miami, FL, to provide client service support for multiple Financial Advisors.... ...opportunity invites 37.5 hours per week within a commitment to operational excellence and confidentiality. #J-18808-Ljbffr Bank of...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly... ...develop tailored wealth management strategies... ...(solutions and services) in an intensely competitive... ...– generate leads and develop... ...including sales, service, operations, compliance, and...PrivateFull time$250k
Australia-Employment in Miami, Florida is seeking a Private Client Services Attorney. This role will involve supporting high-net-worth individuals and multinational families in comprehensive estate and tax planning. The ideal candidate should have a minimum of six years...$110k - $215k
...responsible for expanding client relationships by... ...the full array of Private Bank capabilities,... ...Products Leads complex investment... ...relationships Acts as Chief Operating Officer for the... ...financial services/business experience... ...investments, trust and wealth transfer Desired...PrivateShift workDay shift- ...to it every day. We provide services in 14 states across the USA,... ...and referral processes to set clients up for services, coordinating... ...environment Support day-to-day operations and client advocacy Ability... ...experience with Medicaid, Medicare, private insurance, and with...PrivateContract workTemporary workWork at officeRemote workFlexible hours
- ## Manager of Tax Services- Private WealthApplylocations: Miami... ...with Baker Tilly, a leading global advisory, tax,... ...transition period, the firm operates as Baker Tilly X... ...assurance firm, providing clients with a genuine coast-... ...:As a **Manager in Wealth Tax - Trusts & Estates...PrivateWork at officeLocal areaWorldwide
- Dormont Manufacturing Co. in Miami, Florida is seeking a Client Service Associate to provide exceptional support to Financial Advisors and engage with clients. The successful candidate will hold necessary FINRA licenses and exhibit a strong client-centric mindset. Key...
- ...is seeking a candidate in Miami, Florida, to support financial operational inquiries and collaborate with various Blackstone business... ...successful candidate will work on operational procedures, assist with client onboarding, and manage multiple projects while fostering...
$200k - $250k
Private Client Services Attorney $200000 - $250000 per year | Miami, FL | On-site... ...100 attorneys, the firm operates out of several offices throughout... ...and planning scenarios. Lead client relationships, fostering... ...’ experience in estate, wealth, or tax planning, with evidence...PrivatePermanent employmentWork at officeLocal area$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... ...team player with a commitment to delivering excellent client service. Compensation: ~ Salary range: $260,000 – $390...PrivatePrivate practice- ...online related needs of our Private Banking clients, advisors, and client service specialists. He/she is... ...product partners and operations teams to deliver a seamless... ...verbally) in Spanish Lead and participate in... ...J.P. Morgan Asset & Wealth Management delivers industry...Private
- ...from experimentation to real results. We operate across four core pillars: AI Strategy... ...Custom Product Development. In addition to client services, Ajaia builds proprietary AI products,... ...of Staff, Strategy Manager, Operations Lead, Program Manager, Management Consultant,...
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