Senior Associate, Client ServicesVirtualVocations • Hialeah, Florida, United States
serp_jobs.error_messages.no_longer_accepting
Senior Associate, Client Services
VirtualVocations • Hialeah, Florida, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Associate, CSA-3.
Key Responsibilities
Provide clients with account statements, balance inquiries, and various banking documents
Facilitate account maintenance, onboarding, and money movement tasks
Coordinate with relationship managers to meet client needs and ensure efficient service delivery
Required Qualifications, Training, and Education
At least 4 years of experience in the financial industry
High School diploma or GED required; advanced degrees preferred
Knowledge of financial industry legislation and bank products / services
Experience with Microsoft Office; SalesForce experience preferred
Exceptional organizational and time management skills
serp_jobs.job_alerts.create_a_job
Client Service Associate • Hialeah, Florida, United States
Job_description.internal_linking.related_jobs
In close partnership with and under the guidance of the Principals and VPs of the Portfolio Operations team at Boyne Capital, you will play a key role in augmenting our investment thesis by ensurin...serp_jobs.internal_linking.show_more
Senior Associate Of Tax Services.It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.Established i...serp_jobs.internal_linking.show_more
Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy.
With a team defined by an entrepreneurial and resilie...serp_jobs.internal_linking.show_more
Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group.Engage directly with UHNW clients.
Benefit from a collaborative atmosphere, and the opportunity t...serp_jobs.internal_linking.show_more
Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix.
The Senior Associate will be working clo...serp_jobs.internal_linking.show_more Senior Associate Business Valuation & Litigation Services.It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to t...serp_jobs.internal_linking.show_more 
Arrowroot Capital is not considering working with any external staffing agencies on this role.Arrowroot Capital seeks a Miami-based Associate with 1-3 years of post-undergraduate experience in tech...serp_jobs.internal_linking.show_more
Miami (hybrid; on-site as needed).From day one, Veridian was built on one belief : communities deserve better.We replace silos and finger-pointing with one accountable partner across management, ven...serp_jobs.internal_linking.show_more
Registered Client Service Associate.Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.The Registered CS...serp_jobs.internal_linking.show_more Senior Associate of Tax Services.It's fun to work in a company where people truly believe in what they're doing! We're committed to bringing passion and customer focus to the business.Established i...serp_jobs.internal_linking.show_more 
Transaction Advisory Services Senior Associate.Join Aprio's Transactional Advisory Services team and you will help clients maximize their opportunities.
Aprio is a progressive, fast-growing firm loo...serp_jobs.internal_linking.show_more
Client Services Specialist Senior.The Client Services Specialist Senior is responsible for meeting the servicing needs of large Corporate, Real Estate, Business Banking, and Private Client Group cl...serp_jobs.internal_linking.show_more
Registered Client Service Associate.Supports Financial Advisors and their prospective and existing clients and other branch staff team members.
Demonstrates effective communication skills across mul...serp_jobs.internal_linking.show_more
Assurance Senior, Risk Advisory Services.Job Summary : The Assurance Senior, Risk Advisory Services is responsible for providing risk consulting and issues resolution to clients in the areas of cont...serp_jobs.internal_linking.show_more
Tax Senior, Private Client Group.Title : Tax Senior, Private Client Group.Department : Tax, Private Client Group.Location : New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybr...serp_jobs.internal_linking.show_more Private Client Services Tax Senior.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth individu...serp_jobs.internal_linking.show_more 
Miami (hybrid; on-site as needed).From day one, Veridian was built on one belief : communities deserve better.We replace silos and finger-pointing with one accountable partner across management, ven...serp_jobs.internal_linking.show_more Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_more 
Focus Partners Wealth is seeking a Client Service Associate.The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client S...serp_jobs.internal_linking.show_more
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...serp_jobs.internal_linking.show_more
Sr. Associate of Portfolio Operations
Boyne Capital • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Associate Tax Services
Berkowitz Pollack Brant • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Relations Associate
Kayne Anderson • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Associate - Private Client Services
ECG Resources • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Associate, Capital Markets - FL
Phoenix Energy One, LLC • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Associate Business Valuation & Litigation Services
Berkowitz Pollack Brant • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Associate
Arrowroot Capital • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Operations Associate (Miami)
Veridian • Miami, FL, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Registered Client Service Associate
Morgan Stanley • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Associate of Tax Services
Berkowitz Pollack Brant • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Transaction Advisory Services Senior Associate
Aprio • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Services Specialist-Senior
City National Bank • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Registered Client Service Associate- Hallandale Beach, FL
Raymond James Financial • Hallandale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Associate, Risk Advisory Services
BDO USA • Fort Lauderdale, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Tax Senior, Private Client Group
Anchin • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Tax Senior, Private Client Services
BDO USA • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Operations Associate
Veridian • Miami, FL, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Client Service Associate
Morgan Stanley • Miami, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Service Associate
Focus Financial Partners • Boca Raton, FL, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Support Associate
Jackson Hewitt - Headquarters • Miami Gardens, FL, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted