Client Services Associate I — Financial Markets Specialist (Hybrid)
Interactive Brokers
Interactive Brokers Group, Inc. is seeking a Financial Services Representative in a hybrid role. The team handles a broad range of client inquiries related to IBKR Trader Workstation, platform features, deposits, transfers, and account administration. The ideal candidate will have a strong math/technical aptitude, problem-solving skills, and the ability to explain complex topics. A Spanish language capability is required, with a focus on collaborative service delivery. #J-18808-Ljbffr Interactive Brokers
- This is a hybrid role (4 days in the office/1 day remote). We are seeking several motivated individuals to join our Client Services team. The ideal candidate will have a strong math and technical... ..., and writing) Experience in financial services (e.g., brokerage, banking...SuggestedWork at officeLocal areaRemote work
- Marsh McLennan Agency (MMA) in Florida seeks a Client Service Associate for our Business Insurance team. You will provide technical and service... ...experience, and 2+ years of commercial insurance experience. We offer hybrid work and extensive benefits. #J-18808-Ljbffr MarshSuggested
- Interactive Brokers Group, Inc. seeks a Financial Services Representative to assist clients with questions about trading platforms, deposits, withdrawals, and... ..., and technical aptitude in finance tools. Hybrid work arrangement: 4 days in office and 1 day remote....SuggestedWork at officeRemote work
- ...different and how you can make your mark as a Client Service Associate at MMA. Marsh McLennan Agency (MMA)... ...results to client/Sales executive/marketing/carriers. Manage timetable for renewal... ...development opportunities Hybrid and flexible work Charitable contribution...SuggestedLocal areaFlexible hoursNight shift
- Overview As a Client Service Associate within PNC Private Bank, you will be based in Ft. Lauderdale, FL. The position is primarily based in a... ...reimbursement; educational assistance; wellness program with financial incentives. Paid time off includes maternity/parental...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeRemote work
- ...Oppenheimer & Co. Inc. Private Client Division Oppenheimer & Co. Inc.'s... ...currently seeking a Registered Client Service Associate for their Fort Lauderdale branch... ...responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing...Work at officeLocal area
- : Job Summary: The Customer Care Specialist is an in-office position and is the point person once a job has gone live into production. This position is responsible to manage all aspects of the job, ensuring that the jobs ship on time and to perform all customer communication...Full time
- Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate for the Fort Lauderdale branch. The role supports Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. You will work independently and in a small...
- ...alongside the firm.We are looking for an Investor Relations & Client Services Associate to serve as a key point of contact for our investors and... ..., wealth management, an RIA, family office, or a related financial services environment preferred• Strong understanding of...Full timeWork at office
$55k - $65k
...Job Description Job Description Client Service & Operations Associate Firm: Sterling Wealth Advisors®... ...fiduciary firm specializing in financial planning, retirement planning, investment... ...accurately and on time. It is a hybrid role, about half client-facing service...Full timeSummer workWork at officeRemote work$120k - $150k
...advancement. Our firm champions a hybrid work model, typically 3-4... ...designed for accomplished, client-focused professionals ready to... ...consultation, and ensuring exceptional service delivery that strengthens... ...(Staff and Senior Associates), fostering their technical skills...Work at officeLocal area- ...professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and... ...information Prepare and submit client paperwork and financial transactions with precision Identify and resolve paperwork...Full time
- Seeking a Client Services Associate to join a growing team in South Florida. This person will be responsible... ...s degree in business administration, marketing, or a related field (preferred)3+... ..., operations, or support within financial services or wealth managementBilingual...Full timeWork at officeLocal area
- ...differentiator and competitive advantage in the markets we serve. We are all united in... ...to the company’s success. As a Client Service Associate within PNC's Private Banking organization... ...paid; a robust wellness program with financial incentives. In addition, PNC...Full timeTemporary workPart timeWork experience placementWork at office
- ...job assignments. Develop business, financial and analytical skills needed for... ...global wealth management and financial services. Provide marketing and sales support to branches and... ...management business, products, services and clients’ financial needs. Requirements:...Full timeInternship
- ...management and investment products and services for individuals, companies, and... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...Relationship Managers, and Market Supervision Managers on all aspects...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- ...America’s Merrill Wealth Management is seeking a Wealth Management Client Associate - Advisor Development Program (WMCA-ADP) in Fort Lauderdale. This entry role supports Financial Advisors with client service and licensing prep as you progress toward becoming a Financial...
- Akerman LLP in Fort Lauderdale seeks a Client Accounts Analyst to support the Firm's financial operations by partnering with... ...problem solving, professional client service, and collaboration with Billing and AR teams in a hybrid work environment designed for flexibility...
$120k - $160k
...Great Team, Hybrid schedule, Top Rated Place to Work! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now... ...alongside us. With ambitious growth plans, a strong pipeline of clients, and opportunities to advance your career beyond what is imaginable...Local areaFlexible hours- ...DESCRIPTION • Serve as a point of contact for clients via phone and email. • Assist with... ...notes. • Process paperwork and financial transactions accurately; review items “not... ...compliance requirements relevant to client service and operations. • Participate in...Work at office
$138k - $172.5k
...Private Wealth Services Tax Experienced Manager At... ...every result for our clients and you. Here, we go beyond... ...more than 150 global markets. The team you're... ...Consistent with the firm's hybrid work model, this... ...such as attorneys and financial asset managers Managing...Full timeSeasonal workWork at officeLocal areaFlexible hours3 days per week$130k - $170k
...Job Description Job Description Hybrid Tax Manager or Sr. Tax Manager role - HNW, S-Corp, Partnership focus (1-2 days in office... ...growth, strong relationships, and delivering high-quality service to our clients. We work across several different industries including...Summer workWork at officeLocal areaImmediate startRemote work2 days per week1 day per week- ...relationship with the client, and you will help... ...clients for your service line - all with... ...team members and specialists in our tax practice... ...mentoring senior associates, associates and interns... ...than 150 global markets.The team you’re... ...Consistent with the firm's hybrid work model, this...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
$170k - $300k
...opportunities as well as servicing existing long standing clients in a compliance/consulting... ...in a fulfilling way. A hybrid between a general tax... ...diverse as sophisticated financial institutions and start-ups... ...public firms and middle-market companies, as well as high...Full timeLocal area- EisnerAmper, a leading accounting and advisory firm, seeks a Tax Staff II to join its Private Client Services team in Fort Lauderdale. You will prepare and review tax returns for various entities, build client relationships, and stay current with tax regulations. The role...
- ...Customer Service Representative This is a hybrid position. Work from home status is only granted if criteria is met, and upon completion of 2 weeks... ...to fast changing guidelines with customers Informs clients by explaining procedures; answering questions; providing...Work at officeWork from homeFlexible hours
- ...Job Description Job Description CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...Private practice
$112.1k - $225.5k
...provider of professional services to the middle market globally, our... ...change, empowering our clients and people to... ...supporting clients with financial planning, forecasting... ...modeling equity, debt, and hybrid instruments related... ...as an experienced associate.RSM will consider...Work experience placementInternshipLocal area- ...Senior Tax Manager, or strong Tax Manager | Hollywood, Florida | Hybrid 25 days PTO. 11 public holidays. 3 floating holidays. Hybrid working. And a Private Client Services tax role where you don't have to give up your entire social life to succeed. You will join...Temporary workPrivate practiceWork at officeRemote workWeekend workAfternoon shift3 days per week
- ...Remote work: If posted as fully remote or hybrid, individuals within 50-mile radius of a... ...experience levels considered: Account Associate, Senior Account Associate, and Account... .... Core Responsibilities (All Levels) Client Service & Support Deliver proactive, responsive...Work at officeRemote work
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