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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 to service their their International Clients.
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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.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor or team of financial advisors. Client service focus with the ability to respond to requests in a timely manner.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Our client in Tampa is a 350M AUM firm seeking an experienced and exceptionally sharp, motivated, and detail-oriented Registered Client Service Associate to join their team to provide proactive support to financial advisors and assist with efficient, quality client service.
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We are currently seeking a motivated and client-focused individual to join as a Registered Client Associate. help with the preparation of reports and other materials for client meetings.
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The Registered Client Service Associate is responsible for supporti ng Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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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.
$85,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Client Success is responsible for developing customer relationships that promote retention and loyalty. Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues.
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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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