Operations Specialist — Broker-Dealer Client Onboarding
Bci Miami
Bci Miami is seeking an Operations Specialist to manage client onboarding and operational matters within the broker-dealer. Responsibilities include handling account documentation, supporting financial advisors, and ensuring compliance with regulations. The ideal candidate should have 3-5 years of financial or banking experience, a high school degree (college preferred), and proficiency in English and Spanish. This role is crucial in maintaining operational efficiency and requires multitasking under pressure. #J-18808-Ljbffr Bci Miami
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Operations Specialist — Broker-Dealer Client Onboarding in Miami, FL vacancy
- We are seeking a Supervisory Principal to join our client's team! This role requires a Series 24. Responsibilities Act as a liaison for transitioning practices to the broker dealer home office OSJ direct model Collaborates with broker dealer OSJs and shares best practices...SuggestedHome office
- ...The Operations Supervisor - Broker Dealer leads the function with full accountability for daily operations, controls, and strategic execution. This role goes beyond oversight and requires a leader who can navigate operational complexity, drive transformation, and build...Suggested
Banco Itau
Miami, FL4 days ago - Grip in Miami is seeking an Operations Specialist who excels at solving problems and building strong client relationships. You'll act as the primary contact for clients, ensuring smooth communication and high satisfaction levels. This role requires 0-3 years of experience...Suggested
- ...Mjboyd is seeking a highly skilled Senior Project Manager to lead the strategic build-out of their new US Broker-Dealer based in Miami. The candidate will manage the complete setup process and collaborate with both local and European teams to ensure regulatory compliance...SuggestedLocal area
Mjboyd
Doral, FL1 day ago - ...Principal to join their team in Miami, Florida. The role requires a Series 24 and involves liaising with practices transitioning to the broker dealer home office OSJ direct model, coordinating FINRA filings, and reviewing securities transactions. Qualified candidates should...SuggestedHome office
- Field Operations Specialist - Human Services Program - Miami, Florida Miami, United States | Posted... ...Ability to complete required federal, client, and company training prior to... ...security processing, and program-specific onboarding before beginning work. Employees assigned...Work at officeNight shiftAfternoon shift
- ...re looking for a driven and customer-focused Operations Specialist who thrives on solving problems, building trust with clients, and making complex logistics feel... ...Take ownership of client projects , including onboarding, reporting, and claims management. Proactively...Contract workInternship
- ...quality and integrity. Our 99,600 employees operate a network of 2,600 offices and... ...and other events; assist with planning client, executive, and employee events Handle... ...to obtain A/P documents. Assist with onboarding new employees, including building access...Work at office
SGS
Miami, FL23 hours ago - ...Cruise Operations Support Specialist Miami, Florida, United States About the Job Cruise Operations... ...our remote team. You will assist clients with planning, booking, and support... ...Remote work flexibility. Training and onboarding. Growth opportunities. Travel...Remote work
Travel with Lani
Miami, FL3 days ago $100k - $130k
...is seeking a professional based in Miami, Florida, to handle operational inquiries and manage various projects within Blackstone... ...understanding operational processes, and ensuring efficient client onboarding. Attractive compensation includes an annual salary range of...- ...Securities is a boutique U.S. broker‑dealer affiliated with a leading... ...and high‑net‑worth clients, leveraging global distribution... ...law. Job Summary The Operations Specialist is responsible for providing... ...in the full client account onboarding process related to a Broker...Remote workAfternoon shift
$93.1k - $173.4k
...different and how you can thrive as a Business Development Specialist at MMA Private Client Services – National. Marsh McLennan Agency (MMA)... ...your professional track record includes these skills: Broker License. Bachelor's degree strongly preferred. Minimum...Minimum wageLocal areaNight shiftOliver Wyman
Miami, FLa month ago$93.1k - $173.4k
...different and how you can thrive as a Business Development Specialist at MMA Private Client Services – National. Marsh McLennan Agency (MMA)... ...your professional track record includes these skills: Broker License. Bachelor's degree strongly preferred. Minimum...Minimum wageLocal areaNight shiftMercer France
Miami, FL2 days ago- ...services team. The position involves non-sales functions such as opening new accounts, preparing meeting documents, and responding to client queries. Ideal candidates should have strong organizational skills and attention to detail. This role offers significant...
- Affirm is seeking a Client Success Manager in Miami, Florida, to build long-term relationships with merchant partners. You will manage a portfolio of accounts, oversee contract renewals, and analyze performance to drive growth. The ideal candidate has over 5 years of B...Remote jobContract work
- .... Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance... ...bring more to the table for their clients — through the seamless... ...RESPONSIBILITIES Own end-to-end account onboarding and maintenance, including new...Work at officeLocal area
Daybright Financial
Miami, FL23 hours ago - ...Dealer Partnerships Sales Executive The Dealer... ...of marine dealers and brokers by positioning our lending... ...from identifying and onboarding prospects to... ..., title documentation clients, and financing referrals... ...underperforming partnerships Operational and Strategic Impact...Work at officeRemote workMonday to Friday
Boats Group
Miami, FL1 day ago - BCG Attorney Search is seeking an experienced Private Client International Trusts & Estates Planning Associate to join their team in Miami. The ideal candidate will have a minimum of 4 years of experience in international estate planning, particularly involving high-net...
- ...Analyst who will take ownership of workstreams to help solve clients' toughest challenges. You will collaborate directly with clients... ...This role demands an understanding of capital excellence and operational improvements. We provide continuous learning and growth opportunities...
- ...entrepreneurial Business Loan Brokers to introduce our funding... ...funding platform to prospective clients. Facilitate and guide clients... ...principles and small business operations. Previous experience in... ...lender network. Comprehensive onboarding and continuous training resources...Remote workFlexible hours
- ...national labs, and certified for grid-safe operation by major utilities. With real products... ...a Total Rewards & People Operations Specialist to own the programs and processes that... ...employee lifecycle transactions across onboarding, job and pay changes, and offboarding....Local area
On.Energy
Miami, FL4 days ago - ...company, with over 30 years of experience serving law firms, attorneys, and clients nationwide. We’re expanding our remote operations team and hiring a Process Serving Operations Specialist to help close out jobs, verify details, and prepare affidavits with accuracy...Remote workWork from homeFlexible hours
Ody Process
Miami, FL2 days ago - ...Position Purpose To meet or exceed the expectations of our clients, each and every time we are of service to them. To respond... ...strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions...Work at officeLocal areaNight shiftWeekend work
PGL
Miami, FL4 days ago $51.04k
...Agency: Management Services Working Title: BUILDING OPERATIONS SPECIALIST - 72002072 Pay Plan: Career Service Position Number:... ...Notes: DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize...For contractorsSecond jobWork at officeState of Florida
Opa Locka, FL23 hours ago- Job Description Summary Leads onboarding operations, ensuring timely, accurate, and compliant execution. Maintain SOPs, partners with HR leadership on escalations, operational decisions, and risk mitigation. Drives performance, builds technical capability, and establishes...
- ...contracts and terms to maximize value for clients and drive successful closings Utilize... ...Training: Access to Weichert University, onboarding programs, sales coaching, and continuous... ...franchised office is independently owned and operated. By submitting this application, you...Work at officeLocal area
Weichert Realtors
Miami, FL4 days ago $100k
...behind them. The Real Powerhouse Team brokered by LPT Realty is an East Coast Florida... ...ll Do: # Work with buyer and seller clients from first contact to closing #... ...builds, farming strategy # Structured onboarding designed for fast production ramp-up #...Full timeTemporary workMonday to FridayFlexible hoursWeekend workReal Powerhouse Team
Miami, FL16 days ago$48.23k - $196.49k
...we cultivate lead conversion specialists. Through our partnership... ...and top-tier training. Our onboarding and training programs are second... ...and responsive to clients' needs # Diligence in keeping... ...our dedicated team leads and brokers – at The Terra Buckley Group...Full timeContract workImmediate startMonday to FridayFlexible hoursWeekend workTerra Buckley Group LPT Realty
Miami, FL17 days ago$11.54 - $17.95 per hour
...homebuyers' seminars, home shows, brokers' meetings and other home... ...multiple tasks – Continuous Operating standard office equipment -... ...committed to being a leader in client experience, that is why we... ...develop the best. Training & Onboarding We will provide training...Hourly payMinimum wageWork experience placementWork at officeLocal areaWork from homeFlexible hoursTD Bank
Miami, FL6 days ago- ...outbound calls as needed to generate new business and maintain client relationships. Exercise sound judgment in customer service decisions... ...based on performance. Paid Time Off (PTO). Comprehensive training and onboarding support #J-18808-Ljbffr E&L Insurance Services, Inc.
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Operations Specialist — Broker-Dealer Client Onboarding. Be the first to apply!
Related searches
- legal operations associate Miami, FL
- remote operations specialist Miami, FL
- ad operations specialist Miami, FL
- flight operations specialist Miami, FL
- legal operations specialist Miami, FL
- operations coordinator Miami, FL
- payment operations associate Miami, FL
- aviation operations specialist Miami, FL
- global operations specialist Miami, FL
- operations management specialist Miami, FL