Client Service Associate: Average Salary in Aventura, FL in 2024
Find out what the average Client Service Associate salary is in Aventura, FL
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Brokerage Client Service Associate FINRA Series 7
A company is looking for a Brokerage Client Service Associate to assist clients and broker partners with service needs and operational tasks. ...
Client Service Associate (Remote)
D Aceto Services LLC is seeking a motivated and customer-focused Client Service Associate to join our remote team. In this role, you will be the primary point of contact for our clients, ensuring they receive exceptional service and support. Provide accurate information about products and services t...
Client Services Associate
Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. Provide an elevated level of client services support to Gallery Partners to resolve client concerns. Assist in connecting clients with the right Associates based on their purchase nee...
Tax Senior Associate [Private Client Services] FL
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709,...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Tax Senior Associate [Private Client Services]
Tax Senior Associate [Private Client Services]. This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of indiv...
Registered Client Service Associate
The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers. Work with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided ...
Client Service Associate
We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex?. Nurture relationships with your buyer in the client organization as ...
Registered Client Service Associate - Part Time / Bilingual Spanish/English**
Registered 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. Onboard and maintain client accounts, including collecting client information and required documentation in a clerical cap...
Tax Senior Associate - PCS [Private Client Services Group]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private fo...
PWM Registered Client Service Associate - Trilingual: Portuguese/Spanish/English
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key infor...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. The Tax Senior Associate in our Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709,...
Client Service Associate - Bilingual: Spanish/English
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. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a...
Client Service Associate - (Eastern or Central Time Zone)
As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the...
Registered Client Service Associate
Registered 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. Registered Client Service Associate. Onboard and maintain client accounts, including collecting client information and req...
Client Service Associate
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 solver to join our growing team. Client Service Associate...
Private Wealth Management Registered Client Service Associate**
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Private Wealth Management Registered Client Service Associate**. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, ...
Tax Senior Associate [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
Client Service Associate - Bilingual: Spanish/English
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. Client Service Associate - Bilingual: Spanish/English. Leading with a client first mindset, a successful candidate for this role will...
Brokerage Registered Client Service Associate - Coral Gables, FL
Schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marking events and perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client correspondence and perfo...
Private Wealth Management Registered Client Service Associate - Bilingual English/Spanish
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
Vice President, Client Support Services
The Vice President of Client Support Services will have overall responsibility for the delivery and support of Harris School Solutions- Enterprise Financials products to our clients. Vice President of Client Support Services. Ensure performance against measurable goals for the professional services ...
Registered Client Service Associate
As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. At Amer...
Private Wealth Management Registered Client Service Associate
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key informati...
International Registered Client Service Associate - Bilingual English/Spanish
Assist financial advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. Perform general administrative functions such as answer and return calls, manage the expense report process, prepare routine client corres...