- UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
- Suggest Revision
The Registered CSA assists with the development andgrowth of business through engaging and utilizing the full capabilities of the firm.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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.
Full-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
- Suggest Revision
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, NY, Connecticut
FEATURED BLOG POSTS
What is a Policy of Non-Retaliation & How to Create One
Your company probably has many policies in place – anti-discrimination policies, equal opportunity policies, ethics policies, and so on. However, it is important to re-evaluate whether you have a policy that covers every situation. Say for instance one of your employees submit a complaint in good faith to their supervisor. To their surprise, they are met with retaliation, such as demotion, defamation, or even termination.
How to Take Your Careers Page to the Next Level
Your careers page deserves a lot of attention. It is not just another page on your website. It is a vital tool that could enhance your recruitment outcomes. But in order to do that, you have to make sure it's fully optimized.
When to Tell Your Boss You're Job Searching
The Bureau of Labor Statistics has found that individuals, on average, have 12.4 jobs throughout their working life. So regardless of where you are on the career ladder, it’s inevitable that at some point, you’ll begin looking for another job. That said, you might be wondering,
What Questions Can You Not Ask in an Interview?
It can be stressful to interview candidates to fill an open role at your company. Maybe your boss is on you to hire someone who’s absolutely perfect as soon as possible. Maybe you don’t have a ton of experience yet in conducting interviews. Whatever the case, there’s a lot to take under consideration when you’re the one in charge of interviewing. For instance, “What questions can you not ask in an interview?” may very well be running through your mind given its legal ramifications. Knowing exactly which interview questions are off-limits (and which are fine to ask) will boost your confidence as you continue to search for the ideal new hire.
How to Prepare to Be Fired - What You Need to Do
If you’re reading this, let me be the first to tell you how sorry I am. Getting fired feels crappy, disheartening, hurtful, and all the other bad, sad words. But here’s what I want you to do. First, let yourself fumble for a minute. Then, pick your head up — sometimes getting fired is a blessing in disguise. If you think termination is around the corner, we’ll teach you how to prepare to be fired and what to do next so you land somewhere even better.
How to Find a Job That Makes You Happy - 11 Concerning Facts
Do you ever feel like your life is like one of those rom-com movie scene openers? You know, the ones where the main character rolls out of bed, awakened by a casually upbeat theme song, sulks their way to the coffee pot, and then trudges toward their computer to begin yet another boring day at work?
How to Decline a Job Offer You Already Accepted
When you think about it, turning down a job offer is not the worst position you could be in. If you’ve been lucky enough to consider multiple job offers, well, then you’re lucky enough.