- Bank of America (Fort Lauderdale, FL)
- Registered Wealth Management Client Associate Fort Lauderdale, Florida **Job Description:** Merrill Wealth Management is a leading provider of ... culture driven, resilient, results focused and effective. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales… more
- Bank of America (Aventura, FL)
- Wealth Management Client Associate Aventura, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue … more
- Morgan Stanley (Miami, FL)
- …** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Miami, FL)
- …** Wealth Management * **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *Florida-Miami* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Miami, FL)
- …**Job:** ** Wealth Management * **Title:** *Senior Registered Client Service Associate * **Location:** *Florida-Miami* **Requisition ID:** *3247399* ... experience through an elevated standard of care. The Senior Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Fifth Third Bank, NA (Fort Lauderdale, FL)
- …-Knowledge of the Fifth Third banking systems is preferred. Sr. Client Service Associate , Wealth & Asset Management LOCATION -- Fort Lauderdale, Florida ... needs. Builds effective relationships with Private Banking team to enhance the client experience. Responsible and accountable for risk by openly exchanging ideas and… more
- Equitable (Miami, FL)
- Wealth Management Associate - FL, Miami (2318) ( PIN\_15037 ) **Primary Location** : UNITED STATES-FL-Miami **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- Citigroup (Miami, FL)
- …location. Duties: Deepen client relationships and promote Citi's unique wealth management products and services developed specifically for Latin American ... and countries legal/ regulatory requirements. Create, organize, and implement a wealth management strategy designed to deepen relationships with existing… more
- KPMG (Miami, FL)
- **Business Title:** Senior Associate , Disaster Recovery **Requisition Number:** 111234 - 24 **Function:** Advisory **Area of Interest:** **State:** FL **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- Cherry Bekaert (Coral Gables, FL)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure . Cherry ... of the firm on behalf of each Outsourced Accounting client . The Associate is responsible for all...accounting procedures ensuring compliance with GAAP + Overall day-to-day management of financial reporting accuracy and on-time processing of… more
- HUB International (Davie, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+ ... support and involvement through HUB Gives** We currently have an opportunity for Client Service Assistant to join our Florida Personal Lines team. The selected… more
- HUB International (Miami, FL)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... + Scheduling policy delivery meetings via Microsoft Outlook and Zoom. + Updating client information and notes on Smart Office. + Creating and updating contact set… more
- Citigroup (Fort Lauderdale, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more