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The firm is seeking a Client Service Associate to join our Branch office team in Miami, Florida. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction.
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EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private foundations and entity; manage accounts, train, assign work to staff and communicate directly to clients and partners; research topics communicate directly with tax authorities as needed.
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Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
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In order to perform daily business activities, the Client Associate may be required to have or obtain Series 7 and 66 (or 63 and 65) licenses. The Client Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients.
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The primary role of the Client Relationship Associate is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program.
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Hybrid employees can alternate time between both remote and office.
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3 years of experience in client service within the financial services industry, preferably in wealth management or investment advisory. Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
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The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm.
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Element Pointe, a multifamily office and wealth management firm, is seeking an experienced and highly skilled Client Service Associate. Proactive and detail oriented, a Client Service Associate is responsible for client account opening, wire transfer requests, review and reconciliation of trades and trade blotters, and other administrative and service functions for the firm's wealth management and family office clients.
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Process client paperwork (including communicating directly with clients to obtain all information needed) Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
$90,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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We are looking for a dynamic individual who excels in a progressive setting and demonstrates a commitment to delivering exceptional client services. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements.
$80,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Your team of Sr Client Partners will be responsible for prioritizing and managing 15 accounts, multiple programs and responsibilities successfully, making sure to understand business issues and develop winning solution strategies.
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Client Fulfillment Associate is responsible for providing accurate, complete management reports, controlling and reviewing data for accounts, using our core systems to generate reports. Support Account Services and Client Onboarding departments workflow and make appropriate changes aimed at continuous improvement and greater efficiencies.
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Title: associate client in Miami, East-hartford, Connecticut
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