- Santander US (Miami, FL)
- Client Service Associate , Investments , Miami, FL Country: United States of America **Your Journey Starts Here:** Santander is a global leader and ... to Talk to You!** **The Difference You Make:** The Client Service Associate (CSA) is...support role within the Business Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring. + Trading of… more
- Raymond James Financial, Inc. (Coral Gables, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Miami, FL)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- JPMorgan Chase (Weston, FL)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- Bank of America (Miami, FL)
- Wealth Management Client Associate Miami, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Santander US (Miami, FL)
- Client Lifecycle Management - Transaction Driven Financial Crime Associate Country: United States of America **Your Journey Starts Here:** Santander is a global ... Driven Financial Crime ("TDFC")) and policies of US Santander Corporate and Investment Bank (SCIB). Objectives are to 1) ensure compliance with anti-money laundering… more
- Truist (Miami, FL)
- …ability to sell a wide range of products and services and very strong Client Service Skills. 7. Excellent verbal, written and presentation skills. **General ... financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to… more
- World Insurance Associates, LLC. (Miami, FL)
- …and as part of a client team to manage a variety of client service tasks and projects including preparing and sending market RFP's, preparing renewals ... 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead,...acts as a back-up to the lead servicer, providing client service support to clients and managing… more