Wealth Management Client Service Specialist
Ascendo-Resources
Ascendo-Resources is seeking an experienced Client Service Associate (CSA) to support financial advisors and deliver high-level client experiences in Miami, Florida. This role requires operational expertise and a polished, detail-oriented approach. The ideal candidate possesses at least 3 years of experience in wealth management and has a strong understanding of client service processes. Skills in Microsoft Office and CRM platforms are essential, and bilingual candidates are encouraged to apply. #J-18808-Ljbffr Ascendo-Resources
- ...point of contact for assigned clients, building and maintaining strong... ...through personalized service and attention to detail. Assist financial advisors in managing client portfolios, including account... ...services industry, preferably in wealth management or investment...SuggestedWork at office
$100k - $130k
A leading investment management firm in Miami seeks an Investor Services Associate to handle operational inquiries, collaborate across teams, and assist Financial Advisors. Candidates should possess a Bachelor’s Degree, 2+ years of financial experience, strong communication...Suggested$75k - $100k
Job Title: Wealth Management Sales Associate Location: Miami, FL Overview We are seeking a client‑focused Sales Associate to assist Wealth Advisors with trade support, relationship... ...relationship with client base and identify service solutions that support client needs Ability...SuggestedFull timePart timeLocal area- ...seeking an experienced professional to manage client processes and drive new business development... ...in private banking or complex financial services, demonstrating exceptional interpersonal... ...relationships and deliver comprehensive wealth management strategies, working alongside...Suggested
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Suggested
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Providence Talent Group in Miami, Florida is seeking a candidate to manage the day-to-day service experience for clients in the financial services sector. The role involves working closely with senior team members, managing account workflows, and ensuring client interactions...
- ...Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive, and contribute... ...for our fully integrated approach to hospitality services - all with outstanding client service. Our team is made up of the best talent in the...Contract workTemporary workWork at officeLocal areaImmediate startShift work
- ...relationships with potential customers, ensuring that VIP clients receive personalized service during their visit to the dealership, and contributing... ...will collaborate closely with the sales and management team to develop strategies to increase customer engagement...
- ...The Client ExperienceSpecialist is a service-mindful professional who manages all non-licensed aspects of the real estate transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative...Contract workTemporary workRemote workWorldwideRelocation
- ...Senior Treasury Management Sales Officer Location: On site at location... ...key team members and analyze client needs to drive business... ...Horizon Treasury Management Services value proposition Prepare... ...banking, consumer, small business, wealth and trust management, retail...Monday to FridayShift work
- ...Bci provides financial services to individuals and... ...innovations and personalized client experience and, with... ...Services Onboarding Specialist acts as a primary, client... ..., advisory, and managed accounts. Serve as... ...identity, source(s) of funds/wealth, and the nature of...Work experience placementAfternoon shift
- Overview The Client Services Specialist is responsible for meeting the servicing needs of large Corporate... ...of Depository, Loan, and Treasury Management services. The role requires applying... ...including lending, Treasury Management, or Wealth Management. Effectively communicates...Work at office
- Description The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours
- ...Front Desk Agent Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive... ...for our fully integrated approach to hospitality services all with outstanding client service. Our team is made up of the best talent in the...Local areaImmediate startShift work
$75k - $100k
Jefferies is looking for a Wealth Management Sales Associate in Miami, FL. The ideal candidate will assist Wealth Advisors with trade support, manage client relations, and have at least 2-5 years of experience in the industry. Responsibilities include client inquiries,...- Job Summary The Lead Client Support Specialist serves as the senior technical resource within the Cards Support team. This role... ...oversees complex escalations, supports the Client Support Manager in ensuring consistent service delivery and operational effectiveness, and acts as...Permanent employmentTemporary workFlexible hours
- Bci Miami is seeking a Client Services Onboarding Specialist to handle the onboarding of new clients. This role is critical in ensuring compliance with... ...should have at least 5 years of experience in account management, proficiency in both English and Spanish, and possess...
- ...estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...practices Update & maintain company Contact Relationship Management (CRM) database to track prospects, clients, and deal...Daily paidWork at office
- Global Elite Empire Consultants is seeking bilingual individuals with leadership potential for fully remote positions. Candidates should possess excellent communication skills, a positive attitude, and a growth mindset. Ideal applicants are self-starters looking for uncapped...Remote work
- ...Private Wealth Management Group Responsible for the management of a portfolio... ...banking relationships. Clients will typically be commercial... ...relevant and related client service activities with other areas... ...Coordinates with other company specialists for further advice and...Work at office
$18.17 - $27.31 per hour
...Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Fleet Client Services Specialist II Management Level Individual Contributor Flexible Work Option Can work remotely but need to live in the specified city, state, or region...Hourly payLive inCurrently hiringRemote workVisa sponsorshipFlexible hoursShift work- ...Night Auditor Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive... ...for our fully integrated approach to hospitality services all with outstanding client service. Our team is made up of the best talent in the...Part timeLocal areaImmediate startFlexible hoursShift workNight shift
$15 - $17 per hour
A signage franchise in Miami Beach is seeking a Front Desk Sales Administrator to manage customer interactions, prepare estimates, and contribute to the team’s success. The ideal candidate will have retail experience, strong organizational skills, and the ability to build...Hourly pay- ...Why IRG Ventures, LLC? IRG Ventures, LLC (operating in Florida as IRG Group Ventures, LLC) is a management services organization supporting a portfolio of affiliated and unaffiliated companies driving real change in industries overdue for innovation. Supersure...Temporary workWork at officeImmediate start
- ...for an accommodation or an alternative application process. Client Service Specialist International Full-Time Non-Exempt Miami, FL, US 1... ...Primary Job Duties Responsible for assisting the Relationship Manager with developing and expanding the assigned portfolio aligning...Full timeTemporary workWork at officeWorldwide
- A leading global financial services firm located in Miami is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse... .... The role emphasizes client relationship management, requiring at least 2 years in a financial advisory...
$18.17 - $27.31 per hour
...the leading provider of on‑site mobile maintenance and repair services nationwide, offering mobile on‑site fleet service for light, medium... .... Fleet Services Coordinator II Duties & Responsibilities Managing the follow up maintenance transactions lifecycle from origination...Hourly pay- ...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium... ...support the growth of the company. Duties & Responsibilities Managing the follow up maintenance transactions lifecycle from...Currently hiring
- ...the epitome of sophistication in storage, management, and logistics of valuable art, fashion,... ...exceeding expectations, for both our clients and employees alike. At UOVO, we are more... ...‑leading technology to a full suite of services, UOVO crafts tailored solutions that go...Work experience placementWork at officeLocal areaMonday to FridayFlexible hours
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