Wealth Client Services Specialist
Blackstone
Blackstone is looking for an Investor Services Associate in Miami, Florida, to handle inquiries from financial advisors and internal sales teams. This role involves managing projects effectively and assisting with client onboarding and problem resolution. The ideal candidate should possess a Bachelor's Degree, 5+ years of experience in the financial industry, and strong Excel skills. The position offers a competitive salary range and comprehensive health benefits. #J-18808-Ljbffr Blackstone
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Specialist in Miami, FL vacancy
$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...Suggested- 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...Suggested
- ...the primary point of contact for assigned clients, building and maintaining strong... ...the client experience through personalized service and attention to detail. Assist financial... ...financial services industry, preferably in wealth management or investment advisory. Strong...SuggestedWork at office
- A leading financial services firm is looking for a Registered Client Service Associate in Miami Beach, FL. The ideal candidate will provide exceptional support to Financial Advisors and clients, manage client interactions, and assist with onboarding new accounts. Applicants...SuggestedWork at office
- Dormont Manufacturing Co is seeking a Registered Client Service Associate in Miami Beach, Florida. This role requires exceptional client service and interpersonal skills to support financial advisors and maintain client relationships. Candidates will be involved in various...SuggestedWork at office
- ...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... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
Chase
Miami, FL3 days ago - ...Client Services Specialist The Client Services Specialist is responsible for meeting the servicing needs of large Corporate, Real Estate, Business... ...departments, including lending, Treasury Management, or Wealth Management. Effectively communicates with other...Work at office
- ...investment advisory firm located in Miami, is seeking a Senior Client Associate to join their dynamic team. This role involves managing... ...should have at least three years of experience in financial services and possess strong communication and organizational skills. Successful...
- ...Client Services Onboarding Specialist Bci provides financial services to individuals and corporations. We focus on being a global leader in innovations... ...documenting customer identity, source(s) of funds/wealth, and the nature of intended activity. Confirm the accuracy...Work experience placementAfternoon shift
$81.6k - $122.4k
...with a college degree and 5-8 years of relevant experience, preferably in wealth management. This full-time position involves collaborating with sales teams and ensuring high-quality client service. The salary range is between $81,600 and $122,400 annually, with...Full time- ...seeking an experienced professional to manage client processes and drive new business... ...in private banking or complex financial services, demonstrating exceptional interpersonal... ...relationships and deliver comprehensive wealth management strategies, working alongside...
- ...Wealth Management Services Specialist Senior The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Miami, Florida, to provide comprehensive financial planning and advice. You... ...clients, from those starting to save to those with significant wealth, and offer tailored investment solutions. The ideal candidate will...
- ...The Client Engagement Specialist, is responsible for answering high volume of telephone inquiries from patients and clients about available services at Care Resource, including Medical, Dental, Behavioral Health, and Case Management, following standard agency scripts...Work at office
Care Resource
Doral, FL1 day ago - ...brobstongroup.com - Jobboard is seeking a Client Advisor in Miami, Florida. This role involves welcoming clients and building relationships... ...goals. Candidates should have a strong emphasis on client service and maintain high standards in visual merchandising and store...Flexible hours
brobstongroup.com - Jobboard
Doral, FL5 days ago $24 - $29 per hour
...Client Relations Specialist At Thriving Center of Psychology, we are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach to mental health care, integrating the latest...Work from home- ...Registered Client Service Associate 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...Work at officeLocal area
$130k - $175k
...business units, transfer agents, and other third-party service providers relating to client inquiries, problem resolutions, and reconciliations. Project... ...across various groups within Blackstone Private Wealth to enhance collaboration and efficiencies. Identify and...Local area- Registered Client Service Associates provide exceptional service to clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. They build trusted relationships through regular client interactions while maintaining a client‑...Work at officeLocal area
- Registered CS The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while... ...At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products....Work experience placement
$23.41 per hour
...Client Support Specialist We are a professional staffing firm, working with organizations across the country to place exceptional candidates.... ...Support Specialist opportunity with our client -- a financial services organization known for its precision in asset management,...Hourly payWork at officeLocal areaWorkway
Miami Beach, FL3 days ago- ...Client Services Specialist The Client Services Specialist serves as a key point of contact for the Private Client Group, delivering high-quality, excellent customer service and experience to bank clients. This role is responsible for the full lifecycle of the client...Permanent employmentFull timeTemporary workShift work
$80k - $90k
...Surety Client Manager The Surety Client Manager supports Producers and Account Executives in all prospecting and account management... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...Temporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...Customer Service Representative (CSR), Transportation Division HUB International Limited... ..., employee benefits, investment and wealth management products and services. With over... ...provides professional, courteous service to clients, carrier representatives, underwriters,...Temporary workWork at office
- ...Client Service Specialist - International Banesco USA is seeking a Client Service Specialist for our International Department. Primary Job Duties Responsible for assisting the Relationship Manager with developing and expanding the assigned portfolio aligning with...Temporary workWork at officeWorldwide
- ...Client Engagement Specialist Job responsibilities include patient/client services, answering telephones promptly, retrieving and returning dropped calls, clearing all queues' inboxes by the end of each workday, developing and maintaining knowledge of all services offered...Work at office
$81.6k - $122.4k
Citibank (Switzerland) AG is seeking a Bi-Lingual Client Service Officer Assistant Vice President in Miami. This role involves serving high net worth clients, managing transactions, and ensuring client satisfaction through effective relationship management. The ideal candidate...- A leading financial services agency is seeking passionate individuals for remote roles that offer flexibility and growth opportunities.... ...this position, you will conduct virtual consultations, assess clients' needs, and build strong client relationships through regular check...Remote job
- Citigroup Inc. is seeking a Bi-Lingual Client Service Officer in Miami, Florida. The ideal candidate will deliver exceptional client service to high net worth individuals, utilizing strong bilingual communication skills and a deep understanding of banking products. In...
$18.17 - $27.31 per hour
...the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on‑site mobile maintenance and repair services nationwide, offering mobile on‑site fleet service for light, medium, and heavy‑duty trucks and trailers. Cox Fleet also services...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Specialist. Be the first to apply!
Related searches
- part time customer representative Miami, FL
- remote customer service advisor Miami, FL
- client service representative Miami, FL
- bilingual customer service representative spanish english Miami, FL
- technical customer service advisor Miami, FL
- insurance customer service advisor Miami, FL
- bilingual customer support specialist Miami, FL
- online customer service assistant Miami, FL
- client solutions specialist Miami, FL
- customer service associate Miami, FL