- Enhance client relationships through active communication, resolving inquiries, and guiding clients in utilizing firm services
- Identify and recommend firm services that meet client needs, including digital solutions like Morgan Stanley Online
- Authenticate client requests and ensure compliance with firm policies
- Manage client accounts by collecting necessary information and processing transactions
- Address client account alerts promptly
- Collaborate with Financial Advisor(s) to develop business plans and enhance client service
- Support marketing efforts by maintaining materials and organizing client events
- Participate in training programs to stay updated on industry trends and firm policies
- Handle administrative tasks to support daily business operations
- Engage in firm initiatives and facilitate collaboration among team members
- High School Diploma/GED
- Preferred: College degree
- Required licenses: Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Minimum 5 years of industry experience
- Strong computer skills and proficiency in Microsoft Office
- Excellent communication and client service abilities
- Detail-oriented with exceptional organizational skills
- Team player with the capacity to work in a fast-paced environment
- Self-motivated and results-driven
- Reports To: Business Service Officer
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Service Associate
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PSG Global Solutions Miami, United StatesThe Service Associate enhances the client experience and must maintain a high level of client service and branch support. The role is responsible for daily operations, and identifying and anticipating client, Financial Advisor and branch needs. The S Associate, Financial Advisor, ...
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Senior Client Service Associate
2 weeks ago
OneSearch Group Miami, United StatesOneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions ...
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Customer Service Associate
6 days ago
Fresco y Mas Miami, United StatesFresco y MasFresco y Mas Retail Stores SW 137TH AVENUE [Retail Associate / Cashier] As a Customer Service Associate at Fresco y Mas, you will: Provide continuous attention to customer needs; greet, assist and thank customers in a prompt, courteous and friendly manner; Stock front ...
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selling and service associate
6 days ago
Saks OFF 5TH Miami, United StatesSaks OFF 5TH - JobID: R [Retail Sales / Team Member] As a Selling and Service Associate at Saks OFF 5TH, you'll: Assist customers in finding products and providing exceptional service; Maintain a clean and organized store environment; Process transactions accurately and efficient ...
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Client Service Associate
4 days ago
GenTrust Miami, United StatesABOUT THIS JOB: · We are an investment advisory firm providing a comprehensive and flexible array of investment solutions to high-net-worth individuals and family offices. We are currently seeking a Client Service Associate candidate based in our Miami office. The candidate will ...
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Client Service Associate
2 weeks ago
Oppenheimer & Co. Miami, United StatesWho We Are: · Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities bro ...
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Room Service Associate
1 week ago
Nicklaus Children's Health System Miami, United States· Job Summary · Maintains the supplies, general appearance and sanitation of the Room Service Assembly Station and prepares, assembles, and delivers food trays to patients. · Minimum Job RequirementsPrior experience with food production for patients and/or retail · Qualificati ...
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Investment Banking Healthcare Services Associate
3 weeks ago
Insight Global Miami, United StatesTitle: Investment Banking Healthcare Services Associate · Location: Miami, FL - hybrid (3 days onsite) · Salary: K (bonus 110%) · Interviews: 2-3 rounds (final may be in person) · Our Healthcare Services team is actively looking for an Associate for our Miami office. Associates s ...
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Customer Service/Sales Associate
1 day ago
Home Depot Miami, United StatesJob Description · Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates have an emphasis on department and product knowledge, providing information on product features, and ...
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LP Customer Service Associate
1 week ago
Marshalls Miami, United StatesMarshalls - 255 East Flagler Street 33131 [Retail Associate / Team Member] As a Customer Service Associate at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store culture through honesty, ...
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Associate Client Service Manager
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Arthur J. Gallagher & Company Miami, United StatesGallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture Client Service, Service Manag ...
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Associate Director, Veterinary Services
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RPM ReSearch Miami, United StatesTitle: Associate Director of Veterinary Services · Job Description: · Position Summary: · We are seeking a highly motivated and experienced veterinarian to join our team as an Associate Director of Veterinary Services. In this pivotal role, you will be responsible for overseei ...
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Senior Client Service Associate
4 days ago
One Search Group Miami, United StatesOneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions ...
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Customer Service Associate II
4 weeks ago
City of North Miami Beach, FL Miami, United StatesSalary : $39, $60,874.32 Annually · Location : North Miami Beach, FL · Job Type: Full-Time · Job Number: 00519 · Department: Public Utility - NMB Water · Division: CUSTOMER SERVICE · Opening Date: 05/15/2024 · Closing Date: 5/29/2024 11:59 PM Eastern · FLSA: Non-Exempt · ...
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Sales & Customer Service Associate
6 days ago
Massage Envy Miami, United StatesOverview: · Do you love helping others? · Are you a sales and customer service superstar who wants to use your powers for good? Do you want to be part of a community of caregivers committed to helping people feel their best? If the answer is "yes," we want you on our team at M ...
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Marshalls Miami, United StatesMarshalls N Miami Ave Ste [Retail Associate / Team Member] As a Customer Service Associate at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store culture through honesty, integrity, and ...
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High Net Worth Service Associate
1 week ago
Soteriare Miami, United StatesHigh Net Worth Service Associate - Greater Miami, FL Area page is loaded · High Net Worth Service Associate - Greater Miami, FL Area · Apply · locations · RC7 Florida WFH Miami · Coral Gables, FL · Miami, FL · Fort Lauderdale, FL · Boca Raton, FL · time type · Full time ...
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Oppenheimer & Co. Miami, United StatesWho We Are: · Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in the United States and with Invest ...
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Barry University Miami, United StatesThe Associate Director of Advancement Services manages the day-to-day operations in Advancement Services that are essential to the effective and efficient execution of the University's fundraising and alumni relations efforts. Those functions include database management and repor ...
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High Net Worth Service Associate
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Fidelity TalentSource LLC Miami, United StatesJob Description: · To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Coral Gables, Boca Raton, Ft. Lauderdale · High Net Worth Representative ...