- Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
- Prepare meeting documents and other materials.
- Schedule meetings for team utilizing our groups various applications
- Respond to client questions regarding accounts, policies, and procedures.
- Review daily activity and reconcile current client activity, fund transfers and previous days activity to ensure accuracy.
- Process client requests (wires, checks, journals, etc.).
- Process client paperwork (including communicating directly with clients to obtain all information needed)
- Assist with establishing online access for statements, confirms, proxy materials and other services.
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
- Various related duties
- Bachelors degree
- 3+ years of relevant experience
- Active Series 7
- Bilingual (English/Spanish)
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Client Support Associate
3 days ago
Mohabel Enterprises Doral, United StatesMohabel Enterprise is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a ...
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Client Fullfil Associate
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Private Client Associate
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Client Relationship Associate
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Client Services Associate
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Client Relationship Associate
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Senior Registered Client Associate
1 week ago
Leeds Professional Resources Doral, United StatesExciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth. · Responsibilities: · Assist the team with all non-sales related fun ...
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Senior Client Service Associate
1 day ago
Ascendo Resources Doral, United StatesResponsibilities: · Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. · Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as nee ...
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Senior Registered Client Service Associate
1 week ago
Morgan Stanley Doral, United States Full timePOSITION SUMMARY: · Senior Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Client Service Associate assists with the development and growth of business through engaging and utilizing ...
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Client Support Associate
1 week ago
Mohabel Enterprises North Miami, United StatesMohabel Enterprise is a telecommunication-based consulting sales and marketing firm. We help our client's popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities. · We are looking for a ...
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Registered Private Wealth Client Associate
2 days ago
Bank of America Doral, United StatesJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
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Bank of America Doral, United StatesJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One ...
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Client Associate
1 week ago
UBS Fort Lauderdale, United StatesYour role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Associate to: · • keep management systems up-to-date with client information · • educate clients on account services and capabilities · • help with the preparation o ...
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Support Technician
1 week ago
MSP4, LLC Doral, United StatesMSP4, LLC is looking for a highly motivated and experienced IT Support Technician Level 1 to join our team. · **Job Summary**: · As a Level 1 Support Technician, you will be the first point of contact for our clients, providing help desk and onsite technical support. Your primary ...
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Associate Client Advocate
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Registered Client Associate
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UBS Coral Gables, United StatesYour role · Are you skilled at top notch client service? Do you know how to take care of people? We are looking for a registered client associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with th ...
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Client Fullfil Associate
1 day ago
Itau Miami, United StatesClient Fulfillment Associate is responsible for providing accurate, complete management reports, controlling and reviewing data for accounts, using our core systems to generate reports. Research potential issues, analyze client data information using tools and managerial reports. ...
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Client Services Associate
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Ascendo Resources Aventura, FL, United StatesSalary: $80k - 90k per year + Bonus · Reference: RS · Seeking a Client Services Associate for a growing Investment firm This person will be responsible for reviewing and processing new accounts and communicating with clients over the phone & email. The Client Services Associate i ...
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Client Service Associate
2 weeks ago
Raymond James Financial, Inc. Miami, United States**Description** · **Job Summary** · 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 s ...
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Client Services Associate
6 days ago
TransPerfect Miami, United StatesWho We Are · Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services effi ...
Registered Client Associate - Doral, United States - Leeds Professional Resources
Description
Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth.
Responsibilities:
Requirements: