- A four-year degree from a regionally accredited institution (i.e. Bachelor of Science)
- Minimum 2-3 experience in the financial industry
- Proficiency in spreadsheet and database management, particularly with Microsoft Excel, and adeptness with the Microsoft Office Suite and email systems. Strong skills in internet-based research techniques are essential.
- Salesforce experience is required
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Client Service Associate
1 week 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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Client Service Associate
3 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 ...
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Client Services Associate
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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 ...
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Client Service Associate
3 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 brok ...
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Senior Client Service Associate
6 days 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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Registered Client Service Associate
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Morgan Stanley Miami, United StatesPosition Summary: · 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 fu ...
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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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Senior Registered Client Associate
4 weeks ago
Leeds Professional Resources Miami, 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 func ...
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Client Support Associate
3 weeks ago
Mohabel Enterprises 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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Bank of America Miami, United StatesRegistered Wealth Management Client Associate · Aventura, Florida · **Job 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 d ...
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Licensed Client Services Associate
2 weeks ago
Ascendo Resources Miami, United StatesSeeking a candidate with experience in executing trades to join a financial services firm in Miami. The person will be responsible for executing trades on behalf of our clients or the firm, ensuring optimal pricing and efficient order execution. This role is critical in achieving ...
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Senior Client Service Associate
3 weeks ago
Ascendo Resources Miami, 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 neede ...
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Registered Private Wealth Client Associate
3 weeks ago
The Bank of America Corporation Miami, United StatesAt 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 Client Associate, Registered, ...
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Senior Registered Client Service Associate
1 week ago
Morgan Stanley Miami, United StatesPOSITION 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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Registered Private Wealth Client Associate
2 weeks ago
Bank of America Miami, United StatesRegistered Private Wealth Client Associate · Miami, Florida · **Job 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 ...
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Morgan Stanley Miami, United StatesRegistered 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 utiliz Client Service, Registered, M ...
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Lead Print and mail Associate
5 days ago
Forrest Solutions Miami, United StatesLead Office Service Associate - will be knowledgeable in printing pitch books and decks and familiar with various binding methods such as velo or comb and have lead/supervisor experience. · Print/Mail Lead Office Service Associate · Location: Miami, FL · Schedule: Monday - Friday ...
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Account Executive
4 weeks ago
Closers Miami, United StatesThis is a full-time on-site role as an Account Executive/Business Development in Miami, FL. · You will be responsible for day-to-day tasks associated with driving business growth, including identifying and acquiring new clients, cultivating relationships with existing clients, a ...
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Foreman Friedman, P.A. Miami, United StatesCorporate and Commercial Litigation Associate · The corporate and commercial litigation practice of a mid-size downtown Miami law firm a lawyer with preferably 2-5 years of experience. You will assist the corporate and commercial litigation group in all facets of its practice in ...
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Investment Banking Healthcare Services Associate
2 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 ...
Senior Client Associate - Miami, United States - Atlantic Group
Description
Top-Tier Registered Investment Advisory Firm Seeks a Senior Client Associate
Location: Miami, FL
The Role:
You will be supporting some of the Advisors and handling the needs of their specific client book. In addition, this role will liaise with any teams in the firm that are required to meet clients needs. The candidate should have strong attention to detail, be a self-starter, ambitious, and client-served focused.
Qualifications:
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