937 Results for

Client Service Associate Jobs in Coral Gables, FL

Jobs

New!

Miami, FL5 days ago

$200,000–$250,000 Per 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.

New!

Miami, FL1 day ago

$130,000–$190,000 Per 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.

New!

Hialeah, FL5 days ago

$85,000–$120,000 Per 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.

New!

Davie, FL5 days ago

$150,000–$200,000 Per Year

New!

Coral Gables, FL5 days ago

$130,000–$150,000 Per 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.

New!

Miami, FL5 days ago

$140,000–$220,000 Per 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.

New!

Fort Lauderdale, FL5 days ago

$200,000–$300,000 Per 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.

Miami, Florida8 days ago

Full-time

p>Pay Transparency: .

Preferred Qualifications: .

Coral Gables, FL19 days ago

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.

Coral Gables, FL19 days ago

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.

New!

Miami, FL2 days ago

$45,000–$55,000 Per 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.

New!

Miami, FL2 days ago

$45,000–$55,000 Per 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.

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

New!

Miami, FL2 days ago

$45,000–$55,000 Per 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.

Miami Lakes, FL8 days ago

$22–$26 Per Hour

The person who thrives in this role communicates with confidence, follows through consistently, takes ownership of responsibilities, and feels comfortable discussing consultation fees, collecting payments, recommending next steps, and helping people make informed decisions. You are equally comfortable helping a prospective client schedule a consultation, preparing onboarding documents for a new client, maintaining a welcoming office environment, organizing supplies, or taking initiative to solve problems and keep matters moving forward.

Pembroke Pines, FL10 days ago

$80,000–$95,000 Per 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.

New!

Miami, FLToday

li>Preside over paralegals, administrative assistants in connection with keeping track of time records, reviewing client billing, setting up client meetings and completing client projects .

We are seeking a Florida-Barred litigation attorney with a minimum of 2 years of experience who can provide quality legal services to our large, diverse client base.

Coral Gables, FL30+ days ago

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).

Hallandale Beach, FL30+ days ago

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).

Miami, FL21 days ago

Coral Gables, FL30+ days ago

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.

Miami Beach, FL30+ days ago

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

Miami, FL30+ days ago

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

Hallandale Beach, FL15 days ago

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. 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.

Miami, FL30+ days ago

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

Weston, Florida24 days ago

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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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Weston, FL30+ days ago

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.

Fort Lauderdale, Florida29 days ago

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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

Aventura, Florida9 days ago

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.

Miami, FL30+ days ago

p>Required Qualifications, Capabilities, and Skills:

• 5 plus years of client service experience • FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date • Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook. This 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.

Miami, FL30+ days ago

This 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.

Miami, FL30+ days ago

Full-time

FL30+ days ago

$120,000–$198,000 Per Year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

Miami, FL30+ days ago

$50,600–$70,600 Per Year

Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

New!

Miami, Florida3 days ago

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Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:

Attending client meetings where you are discussing Blackstone products and/or and client questions;
Marketing Blackstone funds to new or existing clients;
Supervising or training securities licensed employees;
Structuring or creating Blackstone funds/products; and. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

Miami, FL30+ days ago

$130,000–$175,000 Per Year

p>Depending on the position, you may be required to obtain certain securities licenses if you are in a client-facing role and/or if you are engaged in the following:

• Attending client meetings where you are discussing Blackstone products and/or and client questions; • Marketing Blackstone funds to new or existing clients; • Supervising or training securities licensed employees; • Structuring or creating Blackstone funds/products; • Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth team packages and delivers the full breadth of Blackstone's alternative product capability to these firms and their clients as well as providing ongoing education, training, and support around alternatives.

Coral Gables, FL30+ days ago

Job Summary 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.

Miami, FL8 days ago

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.

Miami, FL29 days ago

$50,600–$70,600 Per Year

Act as liaison for account opening and relationship establishment with Wealth Relationship Manager / Wealth Advisor / Client Specialist (RM) in charge of managing prospect's onboarding process in order to maintain a communication channel and credibility as trusted advisors, delivering high frequency of contact to guarantee close engagement and attention to prospect's needs until the relationships is fully transferred to the new RM. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying ethical judgement regarding personal behavior, conduct and business practices and escalating, managing and reporting control issues with transparency.

Miami, FL30+ days ago

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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

Hialeah, Florida30+ days ago

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*All interviews will be conducted via Zoom video conferencing.

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.

Don’t miss out on this opportunity to join a team that’s committed to making a meaningful impact.

Miami, FL30+ days ago

Remote

The successful candidate will have: Bachelors or Masters in Accounting/Taxation preferred CPA, JD or EA not required but preferred 3-5 years experience in a public accounting firm 1+ year of supervisory experience Ability to lead, manage and develop staff in a highly interactive team environment Strong knowledge and experience with Excel Solid working knowledge of Microsoft Office and Quickbooks Online * Exceptional organizational, communication and presentation (verbal and written) skills Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. CAMS works directly with business owners, CFOs, and leadership teams, acting as an extension of the client's internal finance function while leveraging technology and best practices to scale operations and drive long‑term success.

Miami, Florida30+ days ago

As part of this organization, Itaú Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, dataâdriven insights to deliver more personalized and forwardâlooking solutions for clients.

Duties & Responsibilities

-Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.

-Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.

Miami, Florida22 days ago

li>Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.

Support the execution of client transactions including but not limited to, trades, transfer, wire transfer, credit, and investment.

New!

Miami, FL2 days ago

p>About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

Miami, FL30+ days ago

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.

New!

Coral Gables, Florida5 days ago

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.

New!

Coral Gables, FL4 days ago

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.

Miami, FL25 days ago

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.

Pembroke Pines, FL30+ days ago

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.

Fort Lauderdale, FL21 days ago

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.

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Client Service Associate Jobs in Coral Gables, FL

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