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Client associate Jobs in Hialeah, FL

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Client associate • hialeah fl

Last updated: 2 days ago

Client Relationship Associate

Valley BankMiami, FL, US
Full-time

Responsibilities include but are not limited to:.Develop and maintain strong relationships with clients in order to maximize their banking experience.Act as a liaison between client and all back of...Show more

Associate Client Advocate - Construction

Willis Towers Watson PlcMiami, FL, United States
Full-time

Associate Client Advocate - Construction.The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance progra...Show more

Spring11 - Asset Management - Associate (Client Facing)

NewmarkMiami, FL, United States
Full-time

Associate, Real Estate Debt Investment.This role will be dedicated to one of our clients, a leading global alternative investment manager with $40 billion in assets under management.Our client is s...Show more

Private Client Associate - Miami, FL

Janney Montgomery Scott LLCMiami, FL, United States
Full-time

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments.We are equally committed to building a diverse ...Show more

Client Services Associate III

Amerant BankMiami, FL, US
Full-time

The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients, in an effort to strengthen loyalty and increase retent...Show more

 • Promoted

Client Associate, Private Wealth Management (Miami)

StoneXMiami, FL, US
Full-time +1

Connecting clients to markets – and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across s...Show more

Associate Private Client Relationship Manager - Coral Gables, Florida

TD BankMiami, FL, United States
Full-time

Associate Private Client Relationship Manager.Work Location: Coral Gables, Florida, United States of America.Pay Details: $72,280 - $108,160 USD.TD is committed to providing fair and equitable comp...Show more

Client Service Associate

GrahamMiami, FL
Full-time +1
Quick Apply

REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show more

Client Success, Enterprise (Associate)

OpenFXMiami, FL, United States
Full-time

Client Success, Enterprise (Associate).OpenFX is on a mission to become the global backbone for cross-border FX transactions.We are building the infrastructure to power the next generation of cross...Show more

Registered Client Service Associate -Miami, FL

FinTrust Connect LLCMiami, FL, United States
Full-time

Registered Client Service Associate (Trading and Operations) Miami, FL.FinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high ne...Show more

Client Engagement Senior Associate, Tax Operations

CroweMiami, FL, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show more

Latin America Private Bank - Senior Client Service Associate

ChaseMiami, FL, United States
Full-time

Senior Client Service Associate.As a Senior Client Service Associate within the Latin America Private Bank at J.Morgan you will be responsible for maintaining, deepening and enriching client relati...Show more

Associate, Client Services

Avenue ZMiami, FL, United States
Full-time

At Avenue Z, we are a dynamic media and technology company with a powerful influence across all channels.Our leadership has been at the forefront of digital marketing and communications for over 30...Show more

CIB Associate, Client Lifecycle Management

SantanderMiami, FL, United States
Full-time

CIB Associate, Client Lifecycle Management.Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organizati...Show more

Blackstone Private Wealth - Client Services, Associate

BlackstoneMiami, FL, United States
Full-time

Blackstone Private Wealth Investor Services Associate.Specific responsibilities include:.Field operational inquiries from financial advisors & internal sales teams on Blackstone investment offering...Show more

Associate Private Client Relationship Manager - Coral Gables, Florida

TD Bank, N.A.Coral Gables, Florida
Full-time

The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a foc...Show more

Client Relationship Associate

Valley National BancorpMiami, FL, United States
Full-time

Responsibilities include but are not limited to:.Develop and maintain strong relationships with clients in order to maximize their banking experience.Act as a liaison between client and all back of...Show more

Advisor Development Program Client Associate

Bank of AmericaMiami, FL, United States
Full-time

Advisor Development Program Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and ...Show more

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Client Relationship Associate

Client Relationship Associate

Valley BankMiami, FL, US
25 days ago
Job type
  • Full-time
Job description
Responsibilities include but are not limited to:
  • Develop and maintain strong relationships with clients in order to maximize their banking experience.
  • Act as a liaison between client and all back office departments to ensure prompt and accurate service.
  • Sell financial products and services.
  • Proactively contact clients with recommendations.
  • Utilize resources to conduct effective consultative client conversations.
  • Examine a client's assets at the Bank. Perform analysis to suggest additional banking services and offer solutions when consulted about financial needs.
  • Field all banking inquiries made by the client. Resolve difficult situations quickly and efficiently while ensuring customer satisfaction.
  • Contribute to meeting or exceeding customer service standards as well as individual and branch sales goals by offering and selling products and services and developing, expanding and retaining relationships.
  • Exercise knowledge of risk management, loss prevention and follow all policies and procedures.
  • Process account opening forms internally with the respective internal departments including Bank Secrecy Act/Anti Money Laundering.
  • Perform and process all account maintenance utilizing all resources available.
  • Provide effective support of sales and operational duties within the International Private Banking Division.
  • Prepare Inactive/Dormant letters and W8Ben'; send to customers, follow-up on receipt and process with back office.
  • Serve as backup for International Private Banker.