NewSenior Associate, Business Tax Services - Private Clients KPMGSenior Associate, Business Tax Services - Private ClientsMiami, FLResponsibilities: Provide tax compliance and advisory services to owners and senior executives of KPMGs private client base which focuses on ultra-high net worth individual, trust and estate clients. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewCorporate Law Associate JobotCorporate Law AssociateFort Lauderdale, FL$185,000–$225,000 / yearInformation 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. We serve a diverse client base with a Florida focus and an international scope, frequently handling matters in Europe, Asia, and South America.
Senior Tax Associate JobotSenior Tax AssociateHialeah, FL$85,000–$120,000 / year2. 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.
NewCommercial Litigation Associate Attorney JobotCommercial Litigation Associate AttorneyFort Lauderdale, FL$200,000–$300,000 / yearInformation 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.
NewLabor & Employment Associate JobotLabor & Employment AssociateMiami, FL$130,000–$190,000 / yearInformation 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.
Junior Land Use Associate JobotJunior Land Use AssociateMiami, FL$135,000–$150,000 / yearInformation 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. Land Use associate with 2 years of experience representing clients in the preparation and processing of development applications for significant residential, commercial, and mixed-use developments, including assistance with permitting, code enforcement, and ancillary land development matters.
NewAssociate Attorney JobotAssociate AttorneyFort Lauderdale, FL$115,000–$135,000 / yearInformation 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.
NewCorporate Associate Attorney - REMOTE JobotCorporate Associate Attorney - REMOTEMiami, FLRemote$150,000–$170,000 / yearPlease 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.
NewCorporate Associate Attorney - Private Equity JobotCorporate Associate Attorney - Private EquityMiami, FL$180,000–$245,000 / yearInformation 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. Apply here and contact Hunter Dahlstrom directly for details at https://jobot.com/apply/corporate-associate-attorney-private-equity/503253053?utm_source=Monster or 248.636.2434 (direct cell #).
NewSenior Associate / Counsel - Corporate (M&A) Transactions JobotSenior Associate / Counsel - Corporate (M&A) TransactionsDavie, FL$200,000–$300,000 / yearInformation 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. We are seeking an experienced corporate attorney to join a collaborative transactional practice focused on mergers and acquisitions, business transactions, and ongoing corporate advisory work.
NewManager, Business Tax Services - Private Clients KPMGManager, Business Tax Services - Private ClientsMiami, FLLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net worth individual, trust and estate clients.
NewSenior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsMiami, FLLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
NewSenior Associate, Tax - Project Management KPMGSenior Associate, Tax - Project ManagementMiami, FLResponsibilities: Support client engagement teams and other stakeholders in the initiation, planning, design, execution, monitoring, controlling and closure of complex engagements including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key performance indicators and creating reports and presentations to be delivered to relevant clients and/or stakeholders. Excellent organizational, presentation, communication, meeting facilitation skills, analytical ability, strong judgment skills, supervisory skills and the ability to work effectively with project team members, project sponsors, functional leads, senior management and clients.
NewTax Senior Associate, Private Equity KPMGTax Senior Associate, Private EquityMiami, FL$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementMiami, FLWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewAssociate Center Clinical Director in Margate, FL making $360k + OptigyAssociate Center Clinical Director in Margate, FL making $360k +Margate, FL$280,000–$300,000 / yearTo 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.
NewAssociate Center Clinical Director in Deerfield Beach, FL making $360k + OptigyAssociate Center Clinical Director in Deerfield Beach, FL making $360k +Deerfield Beach, FL$280,000–$300,000 / yearTo 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.
NewDealership Detail & Wash Associate DealerFLEXDealership Detail & Wash AssociateWilton Manors, FL$14–$15 / hourDealerFLEX is seeking a dedicated Dealership Detail & Wash Associate to provide high-quality automotive cleaning services at one of the top dealerships in the Fort Lauderdale, FL area. DealerFLEX is the complete automotive dealer staffing solution, specializing in service drive management, valet, detail, wash, parts routes, pickup & delivery, and fleet operations.
NewTravel Operating Room Registered Nurse - $2,053 per week Solomon PageTravel Operating Room Registered Nurse - $2,053 per weekMargate, FLHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
["Part Time Client Associate - Boca Raton FL","Part Time Client Associate - Boca Raton FL"] Travis Mathew["Part Time Client Associate - Boca Raton FL","Part Time Client Associate - Boca Raton FL"]Boca RatonInspired 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.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateFort Lauderdale, FLOur 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.
Registered Wealth Management Client Associate- Bilingual Spanish Bank of America CorpRegistered Wealth Management Client Associate- Bilingual SpanishFort Lauderdale, FLOur 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.
Registered Wealth Management Client Associate - Bilingual Spanish Preferred Bank of America CorpRegistered Wealth Management Client Associate - Bilingual Spanish PreferredCoral Gables, FLBack 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.
Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Bank of America CorpRegistered Private Wealth Client Associate - Bilingual Portuguese or Spanish PreferredMiami, FLBack to search results Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, 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.
Registered Private Wealth Client Associate - Bilingual Spanish Preferred Bank of America CorpRegistered Private Wealth Client Associate - Bilingual Spanish PreferredMiami, FLWe 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. Back to search results Registered Private Wealth Client Associate - Bilingual Spanish Preferred Miami, Florida Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer & Co. Inc.Registered Client Service Associate (Fort Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateBoca Raton, FLUnder 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.
Client Experience Associate PNC BankClient Experience AssociateDoral, FloridaAccuracy 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 . Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
Registered Client Service Associate StifelRegistered Client Service AssociateBoca Raton, FloridaFull timeWhat 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.
Registered Client Service Associate-- Miami, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate-- Miami, FL (Bilingual Requirement)Miami, FLThe 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. Demonstrates 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.
Registered Client Service Associate- Coral Gables, FL (Bilingual Requirement) Raymond James Financial IncRegistered Client Service Associate- Coral Gables, FL (Bilingual Requirement)Coral Gables, FLThe 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).
Associate, Client Service NFP CorpAssociate, Client ServiceBoca Raton, Florida$70,000–$80,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Part Time Client Associate - Boca Raton FL TravisMathewPart Time Client Associate - Boca Raton FLBoca Raton, FloridaInspired 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.
NewClient Relations Associate iSAMClient Relations AssociateBoca Raton, FloridaiSAM Securities regulated by the FCA, SFC, and CIMA registered, is a leading algorithmic trading firm and trusted electronic market maker, providing liquidity, technology and prime services to institutional clients and trading venues globally. Reporting to the Head of Client Relations, the position plays a key role in delivering high-quality reporting and transparency to current investors, and ensuring the Firm presents professionally and consistently to its institutional client base.
Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishAventura, FLOur 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. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, FloridaOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Client Service Associate Stifel Financial CorpClient Service AssociateMiami Beach, FLUnder 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.
Registered Client Service Associate (Fort Lauderdale, FL) Oppenheimer Holdings IncRegistered Client Service Associate (Fort Lauderdale, FL)Fort Lauderdale, FLWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. The RCSA's primary responsibility is to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice.
Private Wealth Management International Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Spanish/EnglishMiami, FLOur 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. Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance).
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoca Raton, FLOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Sr. Registered Client Service Associate Morgan StanleySr. Registered Client Service AssociateFort Lauderdale, FLOur 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. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMiami Beach, FLOur 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. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English Morgan StanleyPrivate Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/EnglishMiami, FloridaOur 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).
Senior Registered Client Service Associate (Hallandale Beach, FL) Raymond James Financial IncSenior Registered Client Service Associate (Hallandale Beach, FL)Hallandale Beach, FLThe 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. Demonstrates 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.
Senior Registered Client Service Associate (Boca Raton, FL) Raymond James Financial IncSenior Registered Client Service Associate (Boca Raton, FL)Boca Raton, FLThe 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. Demonstrates 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.
Senior Registered Client Service Associate- Boca Raton, FL Raymond James Financial IncSenior Registered Client Service Associate- Boca Raton, FLBoca Raton, FLThe 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. Demonstrates 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.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateBoca Raton, FLOur 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.
JR039860 Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyJR039860 Registered Client Service Associate - Bilingual Spanish/EnglishAventura, FLOur 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. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateMiami, FLThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Client Service Associate StifelClient Service AssociateMiami Beach, FloridaFull timeWhat 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.