Registered Client Associate - Coral Gables, United States - UBS

Associate Client Advocate

2 weeks ago

The 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 ...

Client Services Associate

2 weeks ago

Salary: $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 ...

Client Fullfil Associate

1 week ago

Client 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. ...

Client Service Associate

3 weeks ago

**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 ...

Private Client Associate

3 weeks ago

Job Description · Job DescriptionA 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 and inte ...

Registered Client Associate

1 week ago

Your role · * keep management systems up-to-date with client information · * educate clients on account services and capabilities · * help with the preparation of reports and other materials for client meetings · * collect the right documentation for opening new accounts and serv ...

Client Services Associate

2 weeks ago

Who 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 ...

Client Service Associate

3 weeks ago

Job Description · Job DescriptionWho 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 indust ...

Client Relations Associate

3 weeks ago

Job Description · Job DescriptionAbout the job · Founded in 1998, AbitOs, has proven itself to be each client's uniquely trusted counsel for income and estate planning, pre-immigration tax planning, national and international tax, and advisory. · We pride ourselves on building st ...

Registered Client Service Associate

2 weeks ago

POSITION 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 th ...

Registered Client Service Associate

3 weeks ago

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support ...

Registered Client Service Associate

1 week ago

Job Description · Job DescriptionABOUT BCI · Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in ...

Licensed Client Services Associate

2 weeks ago

Seeking 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 ...

Registered Client Service Associate

1 week ago

Job Description · Job DescriptionABOUT BCIBci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in wh ...

Private Wealth Client Associate

3 weeks ago

Description · : · This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, w ...

Client Support Associate

3 weeks ago

Mohabel 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 ...

Client Associate

3 weeks ago

Your 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 ...

Employee Benefits Client Advisor

1 week ago

**Summary** · World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. · Founded in 2011, World is one of fastest-growing top 25 insurance brokers in the U.S. with ove ...

Branch Manager

2 weeks ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

Mental Health Outpatient Specialist, Mental Health

3 weeks ago

**Department**:Jackson Behavioral Health Hospital · **Address**:1695 NW 9th Avenue, Miami, Florida 33136 · **Shift Details**:Day Shift · **Why Jackson**: · Jackson Behavioral Health Hospital (JBHH) is a three-story, 180,000-square-foot facility committed to the highest quality, t ...