915 Results for

Client Associate Jobs in Fort Lauderdale, FL

Jobs

Fort Lauderdale, FL

$200,000–$250,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You’ll support high-net-worth individuals and multinational families through comprehensive, sophisticated estate, income, partnership, tax, and succession planning.

4 days ago

Miami, FL

$130,000–$190,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Known for delivering practical business-focused solutions, our attorneys work proactively to help clients avoid disputes whenever possible while providing aggressive and effective representation when litigation arises.

Today

Hialeah, FL

$85,000–$120,000 / year

2. Minimum of 5 years of experience in a tax role with a focus on preparing 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns. Preparing and reviewing complex tax returns including 1040 individual returns, 1065 partnership, 1120S Corporate tax returns, non-profit, and estate returns.

4 days ago

Coral Gables, FL

$160,000–$195,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be a proactive, solutions-oriented attorney who enjoys taking ownership of cases, developing litigation strategy, and serving as a trusted advisor to clients.

4 days ago

Fort Lauderdale, FL

$200,000–$300,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a deep understanding of federal and state court systems, a knack for legal writing, and a proven track record in handling substantive motions.

4 days ago

Davie, FL

$150,000–$200,000 / year

4 days ago

Coral Gables, FL

$130,000–$150,000 / hour

Comprised of seasoned, business-minded lawyers respected as thought-leaders within their respective industries, our multi-disciplinary firm delivers what clients really want: to achieve today’s goals while building a platform for tomorrow’s success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

4 days ago

Miami, FL

$140,000–$220,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A sophisticated, internationally focused boutique law firm is seeking a Corporate Associate Attorney to support a dynamic business practice with a strong cross‑border and international client base.

4 days ago

Coral Springs, FL

$95,000–$160,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Excellent writing skills (send writing samples to https://jobot.com/apply/associate-attorney-insurance-defense-litigation/1472726549?utm_source=Monster for immediate consideration).

4 days ago

Miami, FL

$200,000–$300,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

4 days ago

Fort Lauderdale, FL

$115,000–$135,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will have the opportunity to handle cases from inception through trial, working closely with senior attorneys and partners to ensure the best possible outcomes for our clients.

2 days ago

Miami, FL

Remote

$150,000–$170,000 / year

Please attach 1-2 writing samples from the following list of transactional documents: Board and Shareholder Resolutions for fundraising or remediation efforts; convertible notes; Operating Agreements; amended and restated articles; Employee Incentive or Synthetic Incentive Plans and Grants. The ideal candidate will have experience in corporate transactional work i.e., finance transactions, mergers, corporate governance, etc., and be able to jump in and spot corporate governance issues, draft remediations documents, and counsel clients through growth and fund raising activities with only necessary oversight.

4 days ago

Coral Gables, FL

Full time

Additionally, relationship management skills help build trust and facilitate negotiations with clients and syndicate participants, contributing to successful loan syndication outcomes. The Loan Syndication Analyst/Associate plays a critical role in supporting the structuring, execution, and management of syndicated loan transactions.

18 days ago

Miami, FL

$45,000–$55,000 / year

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Minimum of two (2) years of recent experience in fiscal management, accounting, financial operations, or a related field with an operation comparable in complexity to the Housing Choice Voucher (HCV) program; an equivalent combination of education and relevant experience may be considered.

Strong knowledge of accounting principles, practices, and systems, including general ledger maintenance, journal entries, accounts payable, accounts receivable, reconciliations, and financial reporting.

1 day ago

Miami, FL

$45,000–$55,000 / year

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Minimum of two (2) years of recent experience in fiscal management, accounts payable, accounting, financial operations, or a related field with an operation comparable in complexity to the Housing Choice Voucher (HCV) program; an equivalent combination of education and relevant experience may be considered.

Excellent verbal and written communication skills, with the ability to effectively communicate financial and business information to management, staff, landlords, tenants, and external stakeholders.

1 day ago

Miami, FL

$45,000–$55,000 / year

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Minimum of two (2) years of recent experience in fiscal management, collections, accounts receivable, accounting, financial operations, or a related field with an operation comparable in complexity to the Housing Choice Voucher (HCV) program; an equivalent combination of education and relevant experience may be considered.

1 day ago

Deerfield Beach, FL

$280,000–$300,000 / year

p>To support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities.

Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.

1 day ago

Tamarac, FL

$280,000–$300,000 / year

Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.

1 day ago

Margate, FL

$280,000–$300,000 / year

Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.

1 day ago

Fort Lauderdale, FL

The Property Finance Associate supports the financial management of residential real estate portfolios and also provides basic administrative support to the Finance Executive. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title.

5 days ago

Boca Raton, FL

$130,000–$170,000 / year

We seek individuals who combine professional excellence with empathy and accountability — people who take ownership of their role, follow the processes we've built, welcome feedback, and look for ways to make good systems even better. We specialize in Behavioral Health Law — the Marchman Act and Guardianship — which means we walk alongside families in the hardest moments of their lives, guiding them down proven legal paths to lifesaving treatment for their loved ones.

4 days ago

Pembroke Pines, FL

$80,000–$95,000 / year
Full time

Requirements Education & Experience 3-5 years of experience in tenant coordination, construction, or project management, preferably in retail real estate Experience with retail property design and construction processes Bachelor's degree in Architecture, Engineering, Construction Management, or related field preferred PMP, LEED AP, or similar certifications are a plus Skills & Competencies Strong written and verbal communication skills Excellent organizational and analytical skills with the ability to manage multiple projects simultaneously Ability to collaborate effectively across internal teams and external stakeholders Strong customer service orientation with a proactive, solutions-focused mindset Ability to read and interpret architectural and construction drawings Financial acumen, including basic construction cost analysis and reporting Technical Skills Proficiency in Microsoft Office (Excel, Word, PowerPoint) Familiarity with project management or construction software tools is a plus Graphic or visual presentation skills are a plus Reporting to a Project Manager, this role is responsible for assisting with project execution from planning through completion, including coordination of landlord and tenant work, budgeting, scheduling, reporting, and delivery of space to new tenants.

9 days ago

Miami, FL

p>Required • Series 7 and Series 66 licenses • 2+ years of client service or operations experience in wealth management or financial services • strong written and verbal communication skills • exceptional attention to detail and follow through • proficiency in Microsoft Office; comfort with CRM and workflow tool • bachelors degree.

Clear Point Partners is a 12 person wealth management team at UBS serving ultra high net worth founders, entrepreneurs, and multi generational families across multi cities.

30+ days ago

Coral Gables, FL

li>May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

21 days ago

Fort Lauderdale, FL

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

17 days ago

Boca Raton, FL

17 days ago

Coral Gables, FL

p>Back to search results Registered Wealth Management Client Associate - Bilingual Spanish Preferred Coral Gables, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

3 days ago

Miami, Florida

For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will join our Miami branch and support the team.

What would your role be?.

What are we looking for?

Previous experience in a similar position within the banking industry.

18 days ago

Miami, FL

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained withing a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

23 days ago

Miami, FL

14 days ago

Miami, FL

$80,000–$110,000 / year

Be the go-to expert when it comes to the administration of the client's accounts (openings, closings, cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).

17 days ago

Coral Gables, FL

Providing service coverage for a FA/PWA/team including: • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) • Entering profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA • Educating or enrolling clients in digital tools (e.g. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

30+ days ago

Miami, FL

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

24 days ago

Pembroke Pines, FL

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Boca Raton, FL

p>Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

13 days ago

Boca Raton, FL

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

13 days ago

Miami Beach, FL

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

10 days ago

Miami, FL

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

Boca Raton, Florida

What You'll Be Doing:

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

14 days ago

Fort Lauderdale, FL

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

20 days ago

Coral Gables, FL

The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

30+ days ago

Miami, FL

20 days ago

Hallandale Beach, FL

s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

30+ days ago

Boca Raton, FL

Remote

17 days ago

Miami, Florida

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

10 days ago

Boca Raton, FL

Remote

A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida, with 2–3 days per week on-site and remote flexibility the remaining days. This position is ideal for an experienced CSA who enjoys supporting advisors, managing client workflows, and being a reliable point of coordination in a professional, fast-moving environment.

22 days ago

Weston, Florida

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General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

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23 days ago

Boca Raton, Florida

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

30+ days ago

Boca Raton, FL

p>General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

30+ days ago

Weston, FL

Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.

30+ days ago

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Client Associate Jobs in Fort Lauderdale, FL

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Client Experience Associate PNC Bank

Work Experience.

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