Jobs near Miami Beach: 5,640
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Relevance Score ranked on: CLIENT SERVICE
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Brokerage Registered Client Service Associate - Miami, FL
Miami
This is an in-office position. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailab...
Search Terms: Client Service, Brokerage, Financial Advisor, Associate, Registered
86.7
3.2mi
Updated: February 04
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Senior Client Services Coordinator
Miami
Search Terms: Client Service, Coordinator, Senior, Retail, Property Management
86.7
3.2mi
Updated: February 04
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Client Services Associate - B10 - MIAMI (PORTUGUESE/ENGLISH)
Miami
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, English, Portuguese, Associate, Relationship Manager
86.5
3.2mi
Updated: February 02
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Client Service Specialist / Teller-Universal Banker (Brickell)
Miami
Actively participates in the bank's sales process by assisting customers with product selection, identifying cross-selling opportunities, and contributing to overall sales goals. Contributes to the development and implementation of individualized sales processes within the banking center to optimize ...
Search Terms: Client Service, Universal Banker, Teller, Specialist, Service Manager
86.4
3.2mi
Updated: February 01
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Registered Client Service Associate
Coral Gables
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the ...
Search Terms: Client Service, Associate, Registered, Service, Asset Manager
86.3
8.1mi
Updated: February 10
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Client Service Specialist / Teller-Universal Banker (East Doral)
Miami
Actively participates in the bank's sales process by assisting customers with product selection, identifying cross-selling opportunities, and contributing to overall sales goals. Contributes to the development and implementation of individualized sales processes within the banking center to optimize ...
Search Terms: Client Service, Universal Banker, Teller, Specialist, Service Manager
85.8
3.2mi
Updated: January 24
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Client Services Associate (English/Spanish) - Miami, FL
Miami
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, Associate, English, Spanish, Relationship Manager
85.7
3.2mi
Updated: January 23
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Private Wealth Management Registered Client Service Associate - Bilingual\: English/Spanish
Miami
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 engaging and utilizing the full capabilities of the firm. This is a ke...
Search Terms: Client Service, Registered, Bilingual, Management, Associate
85.7
3.2mi
Updated: January 17
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Licensed Client Service Associate - B11 - Miami, FL
Miami
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable law...
Search Terms: Client Service, Associate, Licensed, Service, Retail
85.6
3.2mi
Updated: January 22
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Client Services Associate - B10 - Miami, FL
Miami
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval...
Search Terms: Client Service, Associate, Relationship Manager, Microsoft, Client
85.6
3.2mi
Updated: January 22
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