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Client Support Associate
2 weeks 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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Senior Client Associate
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Atlantic Group Doral, United StatesTop-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 th ...
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Private Client Associate
3 weeks ago
5 Legal Doral, United StatesJob Description · Job Description · A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. · The ideal candidate must have experience in drafting standard and sophisticated estate planning documents. Domestic an ...
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Client Fullfil Associate
3 weeks ago
Itau Doral, 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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Registered Client Associate
1 week ago
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Client Relationship Associate
2 weeks ago
Henley & Partners - The Firm of Global Citizens® Doral, United StatesJoining Henley & Partners · As the leading global citizenship and residency advisory firm for over two decades, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. · Why choose Henley & Partners? · Here's what set ...
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Client Services Associate
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TransPerfect Doral, 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 eff ...
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Client Relationship Associate
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Registered Client Associate
3 weeks 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 fu ...
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Licensed Client Services Associate
1 week ago
Ascendo Resources Doral, 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
1 week 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
3 weeks 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
3 weeks 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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Bank of America Doral, United StatesRegistered Wealth Management Client Associate page is loaded · Registered Wealth Management Client Associate · Apply · locations · Miami · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · Job Description: · At Bank of America, we are guided b ...
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Registered Private Wealth Client Associate
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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. ...
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Registered Private Wealth Client Associate
1 week 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.One ...
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Client Associate
3 weeks 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
3 weeks 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
2 weeks ago
Willis Towers Watson Miami, United States Paid WorkThe Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and ...
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Client Services Associate
2 weeks ago
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 ...
Senior 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:
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 group's various applications
Respond to client questions regarding accounts, policies, and procedures.
Review daily activity and reconcile current client activity, fund transfers and previous day's 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
Requirements:
Bachelors degree
3+ years of relevant experience
Active Series 7
Bilingual (English/Spanish)
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