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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.
$80,000 - $115,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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A global financial institution is looking to hire a Registered Series 7 Client Services Associate (CSA) to join one of their most Highly successful Wealth Management Team is looking. Proven track record of delivering exceptional client service: Provide proactive and responsive customer support to clients, addressing their inquiries, resolving issues, and ensuring a high level of client satisfaction within the wealth management team.
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Savills is looking for a Client Serivces Associate based out of Miami to utilize administrative, marketing, communication and technical skills to provide support for the assigned Brokerage Team, assisting the team in achieving team/individual business goals and objectives.
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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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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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Private Wealth Client Associate. + Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs.
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Supervise and assist with follow-ups after client meetings, including helping with onboarding paperwork and client intake procedures. Retain current client information in the client relationship management system and contact database for marketing, scheduling, and reporting needs.
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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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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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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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Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service.
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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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As a Client Service Associate , you will play a pivotal role in ensuring our clients receive unparalleled service and support. The company prioritizes client satisfaction and believes in investing in their employees' careers to foster growth and success within their firm.
$75,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago
Title: associate client in Miami, ND, Connecticut
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