Average salary: $45,725 /yearly
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- ...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedWork at officeLocal area
Morgan Stanley
Miami, FL3 days ago - ...Client Service Associate (Spanish Speaker) Job Category: Associate Requisition Number: CLIEN001962 Posted: April 28, 2026 Full-Time Hybrid Florida Description Ita Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating...SuggestedFull time
Itau
Miami, FL2 days ago - ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase retention. Team members in this position are responsible for meeting KYC/KYA AML...SuggestedTemporary workWork experience placementWork at office
Amerant
Doral, FL2 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability...SuggestedWork experience placementWork at office
Raymond James Financial Services
Miami, FL1 day ago - ...We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible... ...documentation remains current Identify and assist with Firm services and solutions that support clients needs Confirm...Suggested
Leeds Professional Resources
Coral Gables, FL12 hours ago - ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...SuggestedWork at officeLocal area
Morgan Stanley
Miami, FL2 days ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SuggestedWork at office
Chase
Miami, FL2 days ago $130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...transfer agents, and other third‑party service providers relating to client inquiries,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...SuggestedLocal areaFlexible hours- 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...Suggested
- ...Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to...SuggestedWork experience placementWork at office
$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...SuggestedFull timeLocal area- A leading financial services organization in Miami seeks a dedicated professional to support employee benefits strategy and client deliverables. Responsibilities include coordinating vendor implementation, preparing RFPs, and delivering enrollment presentations. Ideal...SuggestedWork at office
$80k - $90k
Registered Client Service Associate (Trading and Operations) - Miami, FL Base $80,000 to $90,000 plus bonus Hybrid in Brickell, up to 2 days remote based on business needs FinTrust Connect has partnered with a boutique, independent wealth management team in Brickell...SuggestedWork at officeRemote work2 days per week- 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...SuggestedFull time
- ...0 Collins Avenue, Bal Harbour, FL. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable....SuggestedFull timePart timeWork at office
- A leading financial services company in Miami, Florida is seeking a detail-oriented Registered Client Service Associate. In this role, you will provide high-quality support to financial advisors and their clients. Responsibilities include onboarding new clients, managing...
- A leading wealth management firm in Miami seeks a Client Service & Operations Associate to support operational and client service functions. The ideal candidate will have 3-7+ years in wealth management, ensuring compliance documentation, managing client relations, and...
$100k - $150k
Position Title Client Service & Operations Associate Salary Range: $100,000 - $150,000 / Year DOE The Client Service & Operations Associate plays a crucial role in supporting the operational and client service functions of a wealth management firm. This position requires...$60k - $85k
...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional... ...clients and top law firms providing administration and client service support for their individual disability insurance benefits....Full timeRemote workMonday to Friday3 days per week- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play...Work at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
- ...Job Description Job Description JOB SUMMARY The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer/RIA. The Client Service Associate...Afternoon shift
- A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and...
- ...Job Description Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of...Local area
$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...Full time$55k - $70k
...26 at 4:00 AM Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.... ...a motivated and detail-oriented Private Client Associate to join our growing practice. This is an excellent...Full timeInternshipWork at officeImmediate startWork from home- ...Jackson Hewitt - JobID: 100-167924885 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
Jackson Hewitt
Miami, FL12 hours ago - ...Transaction Advisory Services - Senior Associate At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while... ...opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates...Local areaImmediate start
Bennett Thrasher
Miami, FL2 days ago - ...Job Description Job Description FD National is seeking a Client Associate to join their Service Team, supporting day-to-day client service and benefits administration. This role is ideal for someone who is detail-oriented, service-driven, and comfortable managing...Work at office
- A global financial services company located in Miami seeks an entry-level candidate to manage client asset transfers and provide customer service. You will work in an in-office environment focusing on tasks such as processing client wires and reviewing trade confirmations...Work at office
