2027 Tax Winter Intern - Private Client Services (PCS) - Miami

The Sales & Client Relations Executive is a full-time, client-facing role supporting the day-to-day commercial activities of the company. · ...

Your role · Are you truly service oriented? Do you know how to take care of people? · We're looking for a Client Service Associate to: · keep management systems up-to-date with client information · educate clients on account services and capabilities · help with the preparation o ...

+This full-time on-site role for a Client Services Manager will be responsible for fostering strong client relationships and ensuring customer satisfaction. · +Oversight of client accounts. · Coordination with internal teams for project execution. · Addressing customer issues and ...

Join our growing team as a Client Service Representative where you'll be the vital first impression for our clients You will own the client journey from day one leading successful onboarding and directly contributing to their long-term success with our cutting-edge software. · ...

+We are seeking a professional Client Service Associate to support client relationships and ensure high service quality. · ++• High school diploma required; associate or bachelor's degree in Business or related field preferred.+• Strong communication and organizational skills.+• ...

+We are seeking a polished Bilingual Client Services Associate for our client. · +Supporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance. · Communicate with pr ...

Serve as a primary point of contact for clients in English and Spanish regarding account inquiries, service requests, and brokerage operations. Open and maintain brokerage accounts, including individual, joint, retirement, and advisory accounts. · ...

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships · Educating or en ...

We're looking for a people-focused Client Service Associate who enjoys building strong interactions and supporting positive experiences. · Support in-person client interactions. · Assist with ensuring smooth and positive experiences. · Address needs with a professional and friend ...

We are seeking a Client Services Coordinator to join our team on a long-term temporary basis. · Provide first-rate customer service to all guests and clients · Utilize Event Management booking software to coordinate reservations · ...

We're looking for a people-focused Client Service Associate who enjoys building strong interactions and supporting positive experiences. · ...

Join our growing team as a Client Service Representative where you'll be the vital first impression for our clients. · ...

Are you ready to take on a dynamic role in Client Services Support (LatAm/US Offshore)? · Join our team and contribute to client account management, event coordination, and project execution in a fast-paced, collaborative environment. · Based in our Brickell, Miami office, you'l ...

We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team This role will be responsible for opening new accounts and assisting advisors. · Responsibilities · The New Accounts Operations Associate-International will review, process ...

Responsibilities · Serve as a primary point of contact for clients in English and Spanish regarding account inquiries, service requests, and brokerage operations · Open and maintain brokerage accounts, including individual, joint, retirement, and advisory accounts · Process accou ...

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations and communications material and coordinating the distribution of internal and external marke ...

The Client Service Associate plays a crucial role in providing exceptional support and service to our clients ensuring their needs are met effectively and efficiently. · This position involves onboarding new clients managing client inquiries and maintaining strong relationships t ...

We are seeking to hire a Client Services Assistant/Legal Support Specialist to support Pillsbury's Miami office. This position will report to Regional Director of Administration and Regional Senior Manager HR/Recruiting for the NY, Florida and Middle East offices. · Providing exc ...

This IT Client Services Expert role involves providing end-user support for all aspects of hardware and software at the Federal Reserve Bank of Atlanta. · ...

Make your next move an expert one. · At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. · Why Colliers? · Our enterprising environment needs you ...

Miami - Florida - United States of America · About The Role · As a CBRE Sales Support Associate, you will provide administrative support to an office or group of sales professionals. · This job is part of the Sales Operations function. They are responsible for sales planning, str ...