Client service associate Jobs in Miami, FL
Last updated: 1 day ago
The Registered Client Service Associate will be supporting Bankers / Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.They will assist Bank...Show moreLast updated: 4 days ago
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC).
CAs are responsible for giving support to WAs as they ...Show moreLast updated: 30+ days ago
The position is described below.If you want to apply, click the Apply Now button at the top or bottom of this page.After you click Apply Now and complete your application, you'll be invited to crea...Show moreLast updated: 14 days ago
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.Through regular inte...Show moreLast updated: 1 day ago
Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer.With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial...Show moreLast updated: 3 days ago
Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.Must have Series 7 - any additional licenses a plus.
The role primarily focused on providing excellent cu...Show moreLast updated: 6 days ago
The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), e...Show moreLast updated: 1 day ago
Are you truly service oriented? Do you know how to take care of people?.We're looking for a Registered Client Service Associate to : .
At UBS, we embrace flexible ways of working when the role permits...Show moreLast updated: 1 day ago
Top Law Firm in Florida seeks a Senior Associate Attorney to join their private Client Service Group.Engage directly with UHNW clients.
Benefit from a collaborative atmosphere, and the opportunity t...Show moreLast updated: 30+ days ago
The Client Care Associate’s primary role is to provide clients general assistance related to Optimum Wellness Plans, services, billing, and web support via telephony and electronic communication.Es...Show moreLast updated: 1 day ago
The Registered Client Service Associate will be supporting Bankers / Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.They will assist Bank...Show moreLast updated: 5 days ago
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC).
CAs are responsible for giving support to WAs as they ...Show moreLast updated: 3 days ago
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 moreLast updated: 30+ days ago
Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the...Show moreLast updated: 14 days ago
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.Teleperformance is a global, digital business services company.We deliver the most ...Show moreLast updated: 1 day ago
Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer loy...Show moreLast updated: 30+ days ago
- Promoted
Registered Client Service Associate
Banco de Crédito e InversionesMiami, FL, United StatesFull-time
- Promoted
Client Associate
AmerantbankMiami, FL, USFull-time
- Promoted
Brokerage Registered Client Service Associate - Miami, FL
Truist IncMiami, FL, United StatesFull-time +2
- Promoted
REGISTERED CLIENT SERVICE ASSOCIATE
Morgan StanleyFL, United StatesFull-time
- Promoted
Registered Client Service Associate (Miami)
Oppenheimer & Co. Inc.Miami, FL, USFull-time
- Promoted
Client Services Associate
Norman AlexMiami, FL, United StatesFull-time
- Promoted
Client Service Representative
VCA Animal HospitalsMiami, FL, United States We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is ...Show moreLast updated: 21 days ago
- Promoted
CLIENT SERVICE COORDINATOR - 000295
Banfield Pet HospitalFL, United StatesFull-time
- Promoted
Registered Client Service Associate - Global Access Desk, LatAm Hub
UBSCoral Gables, FL, United StatesPart-time
- Promoted
Senior Associate - Private Client Services
ECG ResourcesMiami, FL, USFull-time
Client Service Associate
Raymond JamesKey West, FL Client Service Associate-2402596.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 Cli...Show moreLast updated: 30+ days ago
- Promoted
Client Service Representative
NuVisionHialeah, FL, United States We have been a leader within the business consulting industry for years.We are pioneering the next wave of growth for our newest clients in the auto glass industry, which is expected to be exponent...Show moreLast updated: 20 days ago
- Promoted
Client Service Representative
BanfieldMiami, FL, United StatesFull-time
Customer Service Rep / Associate Client Support Consultant
ADPMiami, FL, United States Associate Client Support Consultants.Are you ready to join a company offering career advancement opportunities throughout your career journey?.
Do you want to join a company with award-winning train...Show moreLast updated: 30+ days ago
- Promoted
Registered Client Service Associate
Banco de Credito e InversionesMiami, FL, USFull-time
Client Associate
Amerant BankCoral Gables, FL, United StatesFull-time
- Promoted
Client Service Associate
GrahamMiami, FLQuick Apply
- Promoted
Registered Client Service Associate - Miami, FL (Bilingual)
Raymond James Financial ServicesMiami, FL, United StatesFull-time
- Promoted
Client Service Associate
Teleperformance USAHialeah, Florida, USFull-time
Registered Client Service Associate
Ameriprise FinancialCoral Gables, FloridaFull-time
Registered Client Service Associate
Banco de Crédito e InversionesMiami, FL, United States4 days ago
Job type
- Full-time
Job descriptionCommunicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB unit communications and channels, Prepare information for customers and resolve customer inquiries and requisitions regarding operational issues with team Process account onboarding in the Bci Miami side from beginning to end, including help with processing thru Compliance Commercial onboarding of new clients : debit card and checkbook requests and OB registration, and follow up / management of Welcome Email sent Open cases for Online Banking Registration for new accounts and follow up until concluded and maintain log up to date Answer customers or RM's inquiries on status of OB registration : search on system and if customer is not registered then open a case for registration. BSA Radar management and completion for new account onboarding and maintenance of existing clients Complete Maintenance Requests from beginning to end, eg : Follow up on changes in customers contact and mailing information, ensure proper follow up and updated on system (maintenance), complete necessary forms,followup onAS400 Manage any request from Documentation dept to Front Office, and complete any requests with the help of the banker Manage W8 annual projects, and finalize it by November of each year with 100% completion (Project includes : obtaining list, and actively working on getting W8's signed and filled out by customers Wire transfers, process call back wire transfer instructions, transfer funds, and maintain wire transfer logs Renewal and issue CD's, follow- up maturity dates renewals, open and close Sends in check book orders, re-orders to be processed and follow up on status Answer phone calls and email inquiries (internal and external customer) Deposit checks received by mail Deposit batches changes in CD's Inactive account activations Monitor new accounts and funding, inform respective officer Debit card and Credit card support : Follow up when required on disputes and requests (i.e.. : sing in, online transfers) Process Collateral Requests from Home office and credit dept (Amex paperwork) Follow up and maintenance on customer inquiries and complaints (Maintain LOGs up to date) Maintain complaint and error logs updated Coordinate between Personal Banking, Documentation and or Compliance follow ups Support customers with credit card inquiries or making / participating in conference calls of customers with AMEX Return Mail handling and updating address with client, and closing case with Reception / Documentation Attend to Walk in Customers Respond to client inquiries and resolve various problems Initiate account investigations as needed Ensure compliance with all legal and regulatory requirements Alerts and Compliance information requests Excellent communication skills, critical, customer service and problem-solving skills Strong interpersonal and team-building skills Detailed oriented and able to manage multiple tasks effectively Ability to work independently and in a fast-paced environment Ability to understand, speak, read and write English and Spanish Ability to prepare presentations, team reports and manage excel Effectively speaking before groups of customers or employees Assume evolving duties and responsibilities of position Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed) Travel as required Provide coverage for other positions as requested Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds Perform additional duties and responsibilities as assigned by management
JOB SUMMARY
The Registered Client Service Associate will be supporting Bankers / Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.
They will assist Bankers / Financial Advisors and clients with administrative and operational support as core activities. However, the R-CSA will also perform sale activities utilizing banking, investments and credit products, primarily to contribute to the teams goals.
DUTIES OF THE POSITION
The duties of the position include, but are not limited to, the following :
Investments Side :
- Back up to the Financial Advisors / International Relationship Managers, ability to process their trades and prepare their investment proposals
- Know how to explain investment proposals and assist in the rebalancing of portfolio controlling the suitability aspects of each client
- Knowledge of ACATS in the transfer of assets between Broker Dealers
- Gather and process new accounts and KYC documentation as well as maintain existing client information
- Maintain Salesforce Pipeline report updated and ready to deliver detailed information in weekly or ad hoc team meetings
- Work with KYC / AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by RM / FA from client visits
- Prepare client correspondence for RM's / FA's following firm guidelines
Bank Side :
General Support :
COMPLIANCE RESPONSIBILITIES
In the performance of their duties, all Bci - Miami Branch staff members are required to comply all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with in the Bci's Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place or which may become effective during the staff member's employment.
PRE-HIRE REQUIREMENTS FOR THIS POSITION :
COMPUTER :
Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications.
EDUCATION :
Bachelor's degree in a related field or equivalent combination of coursework and work experience.
CERTIFICATIONS / LICENSES :
Required licenses, Series 7 & 66 (or 63 / 65), maintain licenses current and in good standing.
EXPERIENCE :
At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products.