Client Services Associate - Markets & Client Relations
Citi
Citi is seeking a Client Services Associate in Miami, Florida. This role involves supporting Securities Specialists through client inquiries, managing high call volume, and monitoring money managers' performance. The candidate should possess strong organizational and communication skills, along with proficiency in Microsoft Office. A Bachelor's degree or equivalent experience is required, along with 0-2 years of relevant experience. Citi offers competitive employee benefits including medical, dental & vision coverage. #J-18808-Ljbffr
$50.6k - $70.6k
...The Client Services Associate is a developing professional role. This role identifies policy and applies... ...area with basic understanding of related industry practices. Good understanding... ...Responsibilities High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft...SuggestedFull timeWork at office- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience... .... Assists Financial Advisors with marketing efforts including seminars and other... ...or more years securities industry or related work experience preferred, or an...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing... .... Assists Financial Advisors with marketing efforts including seminars and other... ...or more years securities industry or related work experience preferred, or an...SuggestedWork experience placementWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Answering general non-investment related questions concerning client accounts,... ...Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)...SuggestedWork at officeLocal area
$70k - $100k
...compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing... ...of financial products and markets. The successful candidate will work closely... ...Requirements: Bachelor's degree in Finance or a related field preferred Bilingual preferred -...SuggestedFull timeLocal area- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Answering general non-investment related questions concerning client accounts,... ...Advisors/Private Wealth Advisors/teams' marketing strategy (e.g., website maintenance)...Work at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...delivering against a client service model Support the team's marketing strategy by maintaining marketing materials, including...Work at officeLocal area
- ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients,... ...the Bank. Escalate promptly to management issues that arise related to products and transactions Address and resolve client concerns...Temporary workWork experience placementWork at office
- Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service... ...as a point of contact for client inquiries and account-related requests Process account openings, transfers, money movement...Work at office
- Registered Client Service Associate -Miami, FL Registered Client Service Associate (Trading and Operations) - Miami, FL FinTrust Connect has partnered... ..., including routine updates such as W-8 forms and related client documentation Drive operational efficiency by streamlining...Work at officeRemote work2 days per week
- ...divh2Client Service Associate (Spanish Speaker)/h2pJob Category: Associate Requisition Number:... ...decisions, from risk and operations to client engagement. As part of this organization... ...degree required/lili5 years of industry related experience/liliExceptional follow-up and...
- ...Client Service Associate ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer... ...or equivalent experience as a practitioner in a systems-related organization. Strong client relationship-building skills...
- ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly... ...and relationship-building skills Knowledge of financial markets and investment products Proficiency in financial software...
- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin... ...Operations, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing...
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan... ...will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working...Work at office
- As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and... ...will serve as the primary point of contact for all service related needs of a Private Banking client. This will entail working...Work at office
$50.6k - $70.6k
The Client Service Associate (CSA) has a strong background in KYC processes, procedures and policies. CSA will drive the creation of client’s... ...also desirable) Bachelor’s degree in Finance, business, or related field. Basic knowledge of the wealth management industry. Strong...Full time- ...Client Services Associate The Client Services Associate is responsible for providing customer service... .... Opens and follows-up on requests related to: account profile, telephone and address... ..., etc. Remain current on market news and events by dedicating work and...Work experience placement
- ...School Diploma or equivalent required. Computer skills, customer service experience and/or cashier experience a plus. Must possess... ...local and non-local travel. Responsibilities: Screen incoming clients to determine their needs. Perform data entry for all new intakes...Daily paidWork at officeLocal areaWeekend workWeekday work
- ...We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate... ...remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm authorization...
$90k
...Uloop Inc. is seeking a dependable Client Service Associate (CSA) to join their remote team. This role supports a high-performing financial services firm with client service and internal process management. Candidates must have 5 years of RIA or Broker/Dealer experience...Remote work- Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product...
- 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...
- A financial services company seeks a Registered Client Service Associate in Miami. This role involves providing exceptional service to clients, assisting Financial Advisors, and building trusted relationships. Ideal candidates will be bilingual in Spanish and have experience...
- PowerToFly is looking for a Client Service Associate in Miami, Florida. This role involves supporting financial advisors and providing exceptional service to clients, building strong relationships through regular interactions. Successful candidates should have a high school...Work at office
$20k
The Vanguard Group is hiring a Client Service Excellence Center associate in Miami, Florida. This fully remote role involves assisting clients with financial inquiries through inbound calls. Successful candidates will have a passion for helping others and at least 3 years...Remote job- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- ...Partners Llc in Miami is seeking a Senior Commercial Associate to support financial advisors and engage with clients directly. This role includes client onboarding,... ...have at least 6 years of experience in a client service role in finance, with fluency in English and...
- ...a CBRE Sales Support Associate, you will provide administrative... ...creating property marketing campaigns that include... ...strategies. Perform client property tours,... ...activities are closely related. Suggest improvements... ...commercial real estate services and investment that helps...Work at officeLocal areaVisa sponsorshipFlexible hours
- Northern Trust Corporation in Miami is looking for a Senior Investment Associate to support Portfolio Advisors and client service teams. This role involves preparing client-facing materials, coordinating meetings, and ensuring accurate investment activity. The successful...
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