Average salary: $30,120 /yearly
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- ...Responsibilities include but are not limited to: Develop and maintain strong relationships with clients in order to maximize their banking experience. Act as a liaison between client and all back office departments to ensure prompt and accurate service. Sell financial...Suggested
Valley National Bancorp
Doral, FL2 days ago - A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships and resolving inquiries. The ideal candidate has a Bachelor's degree and at least 5 years of related experience, demonstrating...Suggested
- ...motivated Advisor Marketing & Content Associate to support a Private Wealth Management... ...delivering differentiated, high quality client experiences. This role is ideal for a strong... ...content that helps advisors deepen relationships and grow their business. The ideal candidate...SuggestedFull timeWork at office
- ...Job Description Job Description Job Description: Client Service & Financial Administrative Assistant Position Overview Join our 8-member wealth management team as the vital bridge between our financial advisors, large client base, and the home office. You will...SuggestedWork at officeHome office
LPL Financial
Saint Petersburg, FL4 days ago - ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Dormont Manufacturing Company
Boca Raton, FL1 day ago - ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Dormont Manufacturing Company
Pensacola, FL2 days ago - ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Dormont Manufacturing Company
Doral, FL1 day ago - ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
Dormont Manufacturing Company
Naples, FL1 day ago - ...located in Golden Glades, Florida, is looking for a Wealth Management Associate to provide exceptional client service and support Financial Advisors. This role is crucial for building trusted relationships and delivering a great client experience, with responsibilities...Suggested
711 MS Smith Barney, LLC
Opa Locka, FL4 days ago - ...Job Description Provide client service support to potentially multiple Financial Advisors (FAs) and support enterprise strategic objectives... ..., and manage risk. Identify, deepen, and maintain client relationships by emphasizing bank offerings and promoting incorporation of...SuggestedSeasonal workWork from homeShift workDay shift
Bank of America
Winter Park, FL2 days ago - ...Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work... ...and operational integrity. A proactive mindset, strong relationship management, and the ability to anticipate and solve for...SuggestedContract workWork at officeLocal areaShift work
Crowe
Tampa, FL3 days ago - ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ..., and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation...SuggestedSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift
Bank of America
Coral Gables, FL4 days ago $25 - $45 per hour
...Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational... ..., and manage risk Identify, deepen, and maintain client relationships, promoting the bank’s offerings and incorporation of banking into...SuggestedHourly paySeasonal workShift workDay shiftBank of America
West Palm Beach, FL1 day ago- ...Registered Wealth Management Client Associate Fort Lauderdale, Florida To proceed with your application, you must be at least 18 years... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Lauderdale Lakes, FL2 days ago - ...Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer...SuggestedLocal area
Ascendo
Fort Lauderdale, FL3 days ago $21.75 - $44.5 per hour
...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...demands a proactive mindset, strong relationship management skills, and the ability to... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift workCrowe
Miami, FL3 days ago- ...Morgan Stanley is looking for a Registered Client Service Associate in Ponte Vedra Beach to provide exceptional service and support to Financial... ...possess strong interpersonal skills to manage client relationships effectively. The role includes tasks such as executing...
Morgan Stanley
Ponte Vedra Beach, FL3 days ago - ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and... ...keeping necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral...Ongoing contractWork experience placementWork at officeImmediate start
Wells Fargo
Orange Park, FL4 days ago - ...to investing in their growth and development. The Private Client Associate is responsible for delivering superior service to Private Banking... ...all client and private banker requests. Develop meaningful relationships with private banking clients, prospective clients, private...Work at officeLocal area
Nicolet National Bank
Naples, FL2 days ago - ...more accessible, this is the place. About the Role This is the seller’s champion after they go live. As a Client Success Associate, you own the post-launch relationship for a book of sellers — their health, adoption, and retention. You are not a ticket queue and you are...Monday to Friday
FANBASIS
Doral, FL3 days ago - ...Your role We are looking for a Client Associate to: keep management systems up‑to‑date with client information educate clients on account... ...Client Associate, you’ll play an important role in client relationships. Your expertise Ideally 2‑5 years of experience in client...Part timeWork at office
UBS
Boca Raton, FL5 days ago - ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part... ...What will you do? Build and maintain professional relationships with clients by assisting them and answering account questions...Full timeFlexible hours
Royal Bank of Canada
Palm Beach Gardens, FL2 days ago - ...Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach,... ...materials, FAQs, and support documentation. Build strong client relationships through consistent follow‑up and proactive communication....Part timeInternshipWork at office
RAZR
West Palm Beach, FL1 day ago - ...most important people decisions. We help clients build better workplaces, where people... ...math skills. Preferred : Associate's degree, professional certification, or... ...Previous experience managing client relationships. Behaviors : Ability to use...Full timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Service
Ocala, FL5 days ago - ...Job Overview This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ..., and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank’s offerings and promoting...Seasonal workShift workDay shift
Dormont Manufacturing Company
Gainesville, FL1 day ago - ...We are seeking a Client Relations Associate to help build and maintain strong relationships with customers while supporting ongoing marketing and sales initiatives. This role involves direct interaction with customers in retail and event-based environments, ensuring a...
Synaxus
Fort Myers Beach, FL3 days ago - ...Gartner Client Relationship Manager Build, develop and manage relationships with a variety of clients ranging from senior C-levels to... ...priorities. Since our founding in 1979, we've grown to 20,000 associates globally who support over 13,000 client enterprises in ~90...Worldwide
Gartner
Fort Myers, FL7 hours ago - ...Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to... ...opportunities Consistently working towards expanding your relationship with your customer contacts by delivering timely and...Work experience placementCasual workWork at officeLocal areaRelocationRelocation packageDay shift
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part... ...you. What will you do? Build and maintain professional relationships with clients by assisting them and answering account questions...Full timeFlexible hours
- Bank of America is seeking a Client Service Specialist in Tampa, Florida, to provide support for Financial Advisors and ensure excellent... ...excellence, client advocacy, and maintaining strong client relationships. The ideal candidate is motivated and client-focused, equipped...
