Wealth Management: Client & Trading Associate
Ascendo Resources
Ascendo Resources is seeking a Junior Relationship Manager / Trading Associate in Miami to join their wealth management team. The ideal candidate will have 5+ years of experience, strong organizational skills, and a service-oriented approach to client management. This role involves supporting advisors with account management, ensuring compliance, executing trades, and maintaining strong client relationships. Proficiency in investment products and tools like Pershing NetX360 is essential. #J-18808-Ljbffr Ascendo Resources
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management: Client & Trading Associate in Miami, FL vacancy
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Chase & Co. in Miami, FL is seeking a Private Client Investment Associate to provide support to Private Client Advisors.... ...role involves facilitating operational requests, managing client relationships, and assisting in wealth planning. The successful candidate will hold a...Suggested
- A financial services company is seeking a Wealth Management Client Associate fluent in English and Spanish to handle client interactions, assist in account management, and support Financial Advisors. The role involves cultivating client relationships, processing client...Suggested
- About Merrill Wealth Management Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...advice and guidance. Job Summary This role provides client service support to Financial Advisors, supports enterprise strategic...SuggestedSeasonal workWork from homeShift workDay shift
- ...thinking self-starter with a passion for client service, the desire to work closely... ...solve and to think outside the box? Our Wealth Management Professionals support all aspects of our... ...investment objectives, managing fraud risk, trade execution, liquidity management and...SuggestedLocal area
- ...50043 Job Category Banking Associates Business Unit Consumer & Community... ...enthusiasm for helping our clients, taking care of our... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...movement and investment trades Aid the Advisors by building...Full time
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... ..., money movement and investment trades Aid the Advisors by building and...
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service... ...qualifications, possess strong interpersonal and client management skills, and have a client-first mindset. This role offers an...
- ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers...
- A leading financial services firm in Miami seeks a Business Development Associate to support Financial Advisors in cultivating client relationships and delivering exceptional service. The ideal candidate will have over 5 years of relevant experience, a strong knowledge...
- A global financial services firm is seeking a Business Development Associate in Miami. The role requires building trusted relationships with clients and supporting financial advisors in delivering exceptional service. Candidates should have over 5 years of relevant experience...
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area
- Bank of America located in Miami, Florida is seeking a dedicated client service representative to support Financial Advisors and ensure operational excellence. You will provide comprehensive client service, educating clients on banking products and maintaining effective...
- JPMorgan Chase is looking for a Private Client Investment Associate in Miami, Florida, who will support Advisors by providing client... ...operational marketing. Key responsibilities include managing account openings, trades, and fostering client relationships. Applicants must...
- ...Registered Client Associate (Bilingual - Wealth Management) Ascendo is excited to present this opportunity in the financial services industry. We are seeking... ...client base. Responsibilities: Execute retail trade orders and handle complex financial transactions with...Full timeWork at office
- The Goldman Sachs Group in Miami is looking for an Associate in Client Relationship Management. This role requires close collaboration with private wealth advisors to offer exceptional service to ultra-high net worth clients in Central and South America. Candidates must...
$55k - $70k
...services firm committed to understanding our clients' needs and providing advice beyond... ...with the firm. The Young Wealth Management Group, a high-performing four-person advisory... ...motivated and detail-oriented Private Client Associate to join our growing practice. This is...Full timeInternshipWork at officeImmediate startWork from home$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payFull timeSeasonal workWork at officeShift workDay shift- Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high-level client experience. This role is ideal for someone with a strong...Work at office
- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered with... .... The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation...Work at officeRemote work2 days per week
- Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...Advisory Pipeline Management Prioritization Trade Operations Management Administrative Services Client...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and... ...financial transaction processing and asset management. We offer a competitive total... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...Job Description Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Full timeWork at officeLocal area
$225k - $275k
...’s largest alternative asset manager. We seek to create positive economic... ...Business Unit:** The Private Wealth Public Funds (PWPF) Legal... ..., Operations, Institutional Client Solutions, Finance, Tax,... ...practicing law as a law firm associate or in-house counsel, focused...Local areaFlexible hours- Goldman Sachs is seeking an Associate for Client Relationship Management in Miami, Florida. This role involves acting as a key relationship manager for ultra... ...efficiency, and overseeing asset movements and trading transactions. The ideal candidate holds a Bachelor's degree...
- A financial services firm seeks a Registered Client Service Associate in Miami. This role involves modernizing client experiences and supporting Financial Advisors. Responsibilities include cultivating client relationships, onboarding clients, and maintaining account information...
- ...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...
- ...Client Services Associate The Client Services Associate is responsible for providing customer... ...service and transactional support to Wealth Management Advisors (WMA). CAs are responsible... ...time quotes, research access, online trading capabilities, etc.), processing of journal...Work experience placement
- A Wealth Planning Attorney advises clients on managing and preserving their assets, focusing on estate planning, tax optimization, and ensuring smooth transitions... ...A preeminent law firm seeks to recruit a mid-level associate to its Private Wealth Services Practice within its...Private practice
- ...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 Account...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management: Client & Trading Associate. Be the first to apply!
Related searches
- client account associate Miami, FL
- client solutions associate Miami, FL
- registered client associate Miami, FL
- client services associate Miami, FL
- client relationship associate Miami, FL
- client success associate Miami, FL
- health information management work from home Miami, FL
- lecturer management Miami, FL
- management services technician Miami, FL
- senior director product management Miami, FL

