NewClient Services Associate II AmerantbankClient Services Associate IIMiramar, FLFull timeEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
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.
NewSenior 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 Real Estate Associate JobotCommercial Real Estate AssociateCoral Gables, FL$130,000–$150,000 / hourComprised 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.
NewConstruction Litigation Associate (4-7 Yrs Exp) JobotConstruction Litigation Associate (4-7 Yrs Exp)Davie, FL$150,000–$200,000 / 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. You will work closely with experienced attorneys while also taking on meaningful responsibility, including direct interaction with clients and participation in strategy.
Retail Customer Service Associate FedExRetail Customer Service AssociateBoca Raton, FloridaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
Loan Syndication Analyst/Associate AmerantbankLoan Syndication Analyst/AssociateCoral Gables, FLFull timeAdditionally, 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.
Loan Syndication Analyst/Associate Amerant BankLoan Syndication Analyst/AssociateCoral Gables, FLAdditionally, 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.
NewBilingual Client Experience & Intake Coordinator Costa & AssociatesBilingual Client Experience & Intake CoordinatorMiami Lakes, FL$22–$26 / hourThe 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.
Accounts Receivable Associate System OneAccounts Receivable AssociateMiami, FL$45,000–$55,000 / yearMinimum 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.
Collections Associate System OneCollections AssociateMiami, FL$45,000–$55,000 / yearMinimum 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.
Accounts Payable Associate System OneAccounts Payable AssociateMiami, FL$45,000–$55,000 / yearMinimum 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.
Associate 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.
Associate Center Clinical Director in Fort Lauderdale, FL making $360k + OptigyAssociate Center Clinical Director in Fort Lauderdale, FL making $360k +Tamarac, 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.
Associate 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.
Associate Project Manager - Retail Tenants and Construction Page GroupAssociate Project Manager - Retail Tenants and ConstructionPembroke Pines, FL$80,000–$95,000 / yearFull timeRequirements 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.
Associate Attorney Robinson and Casey, PLLCAssociate AttorneyBoca Raton, FL$130,000–$170,000 / yearp>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.
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 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.
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).
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. 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).
Registered Client Service Associate- Hallandale Beach, FL Raymond James Financial IncRegistered Client Service Associate- Hallandale Beach, FLHallandale 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. 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).
NewPrivate 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).
Registered Client Service Associate - Bilingual Spanish/English Morgan StanleyRegistered Client Service Associate - Bilingual Spanish/EnglishCoral Gables, FLProviding 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.
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. 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.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateBoca Raton, 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. 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).
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 (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.
NewInternational Registered Client Service Associate - Bilingual: Spanish/English Morgan StanleyInternational 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. ADMINISTRATIVE SUPPORTAnswering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) .
Brokerage Registered Client Service Associate - Weston, FL Truist Financial CorpBrokerage Registered Client Service Associate - Weston, FLWeston, FLGeneral 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.
Brokerage Registered Client Service Associate - Boca Raton, Florida Truist Financial CorpBrokerage Registered Client Service Associate - Boca Raton, FloridaBoca Raton, FLGeneral 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.
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. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA) GoldMatchClient Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote (RIA)Boca Raton, FLRemoteA 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.
NewClient Services-MM - Client Services Associate I Interactive Brokers Group IncClient Services-MM - Client Services Associate IFort Lauderdale, FLClient inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
Latin America Private Bank - Senior Client Service Associate - Vice President JPMorgan Chase & CoLatin America Private Bank - Senior Client Service Associate - Vice PresidentMiami, FLRequired 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.
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.
NewClient Services Associate II Amerant BankClient Services Associate IIMiramar, FLEnsures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems.
Latin America Private Bank - Senior Client Service Associate - Vice President JPMorgan Chase Bank, N.A.Latin America Private Bank - Senior Client Service Associate - Vice PresidentMiami, FLFull timeThis 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 Fiserv IncClient Service AssociateFL$120,000–$198,000 / yearFor 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.
Client Service Associate- Coral Gables, FL Raymond James Financial IncClient Service Associate- Coral Gables, FLCoral 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. 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.
Client Service Associate-Miami, FL (Bilingual Requirement) Raymond James Financial IncClient 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. 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.
Client Services Associate Citigroup IncClient Services AssociateMiami, FL$50,600–$70,600 / yearProvide 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.
Client Service Associate GallagherClient Service AssociateBoynton Beach, FloridaFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Client Services Associate Care Options for KidsClient Services AssociateDelray Beach, FloridaCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Blackstone Private Wealth - Client Services, Associate BlackstoneBlackstone Private Wealth - Client Services, AssociateMiami, FloridaDepending 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. 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.
Blackstone Private Wealth - Client Services, Associate Blackstone IncBlackstone Private Wealth - Client Services, AssociateMiami, FL$130,000–$175,000 / yearDepending 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.
Client Service Associate Citigroup IncClient Service AssociateMiami, FL$50,600–$70,600 / yearAct 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.
International Client Service Associate - Bilingual English/Spanish Morgan StanleyInternational Client Service Associate - Bilingual English/SpanishMiami, 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. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).