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- Client Services Associate
- ApTask - Miami, Florida
- Sales / Sales Management
- Our client is a financial services firm in Downtown, Miami that is looking for a Client Services Associate Candidate. Position pays upto $15/hr and assignment is 6 months with possibility of going longer term. Responsibilities: Acts as the liaison among customer, advisor operations, security operations, accounting and other banking groups on all custody / trust related issues. This function involves direct customer contact, settlement of security trades, authorization of cash movement, resolution of inquiries and substantial ERISA and securities product knowledge. The objective of this (see more)
- Client Service Associate CPB Latam Miami
- Citi - Miami, Florida
- Customer Service
- Reference Code: 12011871 Location: Miami, FL, USA Education Level: Bachelor's Degree Description The Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Investment Counselors (IC), and serve as the main point of contact to established clients. Responsibilities Serve as the main point of contact for established clients Resolving client inquiries and complaints and determining which issues require immediate elevation to the IC or a member of the management team. Account administration and maintenance Place certain orders for (see more)
- Registered Client Service Associate
- Confidential - Miami, Florida
- Accounting / Finance
- Company Overview Leading local Broker Dealer seeking experienced support candidates for our Investment team. Job Description: Assist Financial Advisors in all phases of financial services while promoting client satisfaction by responding in a timely manner to Financial Advisor and client requests. Duties include: Facilitate trades in Financial Advisor's absence. Perform general clerical duties, such as handling the telephones, filing. Address and resolve client inquiries. Exposure to all Investment product areas. Prepare and maintain performance data for accounts. Job Requirements: Series 7 (see more)
- Registered Client Associate (Miami, FL) - Bilingual/Portugue
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate (Miami, FL) - Bilingual/Portuguese RequiredLocation: US-FL-MiamiOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
- Registered Client Associate - Miami, FL - Bilingual / Portug
- Bank of America Corp. - Miami, Florida
- Banking / Mortgage
- Title: Registered Client Associate - Miami, FL - Bilingual / Portuguese RequiredLocation: US-FL-MiamiOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically (see more)
- Client Service Associate - CPB Latam - Miami
- citi - Miami, Florida
- Other / Miscellaneous
- The Client Associate role is a sales support position, providing dedicated operational and sales support to multiple Investment Counselors (IC), and serve as the main point of contact to established clients. Responsibilities * Serve as the main point of contact for established clients * Resolving client inquiries and complaints and determining which issues require immediate elevation to the IC or a member of the management team. * Account administration and maintenance * Place certain orders for designated clients, under the IC supervision Qualifications: Undergraduate degree required, (see more)
- Client Service Associate
- Retirement Strategies - Florida
- Accounting / Finance
- Established Comprehensive Wealth Management firm offers exciting opportunity for experienced Securities Operations Professional. This position encompasses the set-up and maintenance of client accounts; compilation of client, custodian, and firm paperwork; review and maintenance of client transactions and activity, and execution of client and firm tasks such as asset transfers, preparation of reports, and general support of planners and delivery of client service. Ideal candidate has at least 3-5 years experience in similar position. Desired Qualifications: Excellent client communication skills (see more)
- BD Registered Client Associate - Boca Raton, FL
- BOA - Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular (see more)
- Client Associate (FP) - Part Time - Boca Raton, FL
- BOA - Florida
- Banking / Mortgage
- OPPORTUNITY FOR ACHIEVEMENT™... At Bank of America we take great pride in creating career opportunities for our associates - and we provide them with the training and support they need to achieve their goals. Bank of America is seeking professional and motivated candidates interested in the following opportunity: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. (see more)
- PCG Client Associate
- Wells Fargo - St. Petersburg, Florida
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
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