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Service Associate
2 weeks ago
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
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
4 weeks ago
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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Customer Service Associate
8 minutes 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
1 day 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
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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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
4 weeks 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 ...
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Room Service Associate
2 days 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
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 ...
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Associate Client Service Manager
2 weeks ago
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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LP Customer Service Associate
4 weeks 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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Customer Service Associate II
2 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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High Net Worth Service Associate
4 weeks ago
Fidelity TalentSource LLC Miami, United States· Job 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 ...
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High Net Worth Service Associate
4 weeks ago
Fidelity Investments 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 ...
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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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Service Desk Associate
4 weeks ago
Infinity Consulting Solutions Miami, United StatesWe have partnered with our client in their search for a Service Desk Associate. · This team member will provide high-quality white glove service to ensure thatIT systems and equipment issues are resolved in a timely manner to keep our team productive. This associate will work on ...
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Service Desk Associate
2 weeks ago
Korn Ferry Miami, United States· We have partnered with our client in their search for a Service Desk Associate. · This team member will provide high-quality white glove service to ensure that IT systems and equipment issues are resolved in a timely manner to keep our team productive. This associate will work ...
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Customer Service Associate
4 weeks ago
Fresco y Mas Miami, United StatesFresco y MasFresco y Mas Retail Stores - 948 SW 67TH 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 ...
Client Service Associate - Miami, United States - Oppenheimer & Co.
Description
This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job We are looking for a candidate that wants to learn and grow in this role.
Key Responsibilities:
Produce quality analytical reports using various software programs Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments Assist participants with various needs Learn and adapt to service needs of various accounts in order to answer day-to-day questions Quickly develop knowledge of forms and account procedures in order to assist clients Demonstrate initiative and desire to increase knowledge of rules, regulations and concepts Enhance relationships with advisors through timely and accurate responses to questions, and act with integrity and respect in all situations Database management of contacts and associates Oversee marketing efforts Special projects as assigned Local office interaction with other support members, Financial Advisors and ManagementQualifications: Some experience working in Finance/Broker-Dealer/Investment background is preferred Bachelor's Degree preferably in Business, Economics, Finance, Accounting or willingness to become licensed will be considered Must be a team player with a proactive, positive, problem-solving disposition Possess a high degree of proficiency with MS office products including Word, Excel and Outlook Must be able to maintain the highest level of confidentiality Excellent communication skills: verbal, written and interpersonal Demonstrate strong accuracy and thoroughness in all facets of daily work Able to interface and articulate well with employees, vendors and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environmentRequirements: Fluent in English and Spanish preferred Series 7 & Series 66 preferred