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168 client associate jobs at 84 companies in Homestead, FL

2mo
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Client Service Associate
Plantation, Florida, United States
$16-$20/hr OnsitePart Time
Modern Wealth Management
Modern Wealth Management: Provides personalized financial planning and investment management services.
Part-time, in-office client service role; HS diploma required; one year administrative/receptionist/customer service preferred.
Microsoft Office, CRM
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2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
Hamilton Jewelers
Hamilton Jewelers: Family-owned retailer of fine jewelry and luxury timepieces.
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
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3w
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Client Service Associate
Hallandale Beach, Florida, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, process transactions, open accounts, use CRM and Excel; high attention to detail and communication skills.
Client Relationship Management (CRM), Microsoft Excel
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1w
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Registered Client Associate
Coral Gables, Florida, United States
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
3+ YOESeries 7 and 66 required, 3+ years client service experience in finance, bachelor\u0002s degree, fluent Spanish and English, strong communication, detail oriented, proficient in Microsoft Office.
Microsoft Office
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2w
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Registered Client Associate, (Client Experience & Marketing)
Atlanta or Miami or Philadelphia
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
2+ YOESeries 7 and Series 66 required; ~2+ years client service/operations in wealth management preferred; strong communication, attention to detail, Microsoft Office and CRM proficiency; bachelor’s degree.
Microsoft Office, CRM
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1w
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IPB Client Services Associate
Aventura, Florida, United States
OnsiteFull Time
Valley National Bank
Valley National BankNASDAQ: VLY: Provides commercial and retail banking services to customers.
3+ YOE3+ years client services experience in financial services, high school diploma/GED, fluent English and Spanish, strong written/verbal communication, Microsoft Office proficiency, detail-oriented and client-focused.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
Rightway
Rightway: Healthcare navigation and transparent pharmacy benefit management services.
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
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1mo
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Client Services Associate II
Miramar, Florida, United States
OnsiteFull Time
Amerant Bank
Amerant BankNYSE: AMTB: Provides commercial and retail banking and wealth management services.
1+ YOEProvide personalized service to international personal and commercial clients; handle account openings, transactions, AML/BSA monitoring, KYC/KYA documentation, and customer inquiries. Bilingual English-Spanish required.
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1mo
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Bilingual English/Spanish; active Series 7 and Series 66 (or Series 63 and 65); high school diploma required, college preferred; 2+ years industry experience preferred; strong MS Office and client service skills.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
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3w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Global wealth management and investment banking firm.
2+ YOEHigh school diploma, 2 years investment-industry experience, FINRA Series registrations preferred (Series 7 and 66 or 63/65), strong administrative, communication, and customer service skills.
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2w
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Associate Client Advisor
Miami, Florida, United States
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; strong communication, analytical and organizational skills; 1+ year related business experience preferred; proficiency with Microsoft Office; knowledge of trust administration and fiduciary practices preferred.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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4d
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Client Service Associate
Palm Beach Gardens or Fort Lauderdale
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOEFlorida 2-20 license or willingness to obtain; college degree desirable; 2+ years commercial insurance experience preferred; intermediate-advanced Microsoft Word and Excel; knowledge of Sagitta and ImageRight (or willingness to learn).
Microsoft Word, Microsoft Excel, Sagitta, ImageRight
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4d
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Client Experience Associate
Miami, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Delivers customer service in a retail bank branch, processes transactions, identifies sales opportunities, and applies product and procedural knowledge; typically <1 year related experience; no college degree required.
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3w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOE2 years investment industry experience, high school diploma, administrative and clerical knowledge, customer service and communication skills; FINRA Series 7/66 or 63/65 preferred.
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1mo
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Associate, Client Service (FL, Miami)
Miami, Florida, United States
OnsiteFull Time
NewEdge Capital Group
NewEdge Capital Group: Provides wealth management, investment advisory, and institutional brokerage services.
2+ YOE2+ years client service experience in wealth management or financial services; Series 7 and/or 65 or willingness to obtain; advanced Microsoft Office (Excel, PowerPoint, Word); strong communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, CRM
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3d
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEBachelor's degree or equivalent, 3+ years relevant experience, Series 7 and state securities/IAR registrations (or ability to obtain), life/health & variable contracts (or ability to obtain), strong analytical and computer skills, valid US work authorization.
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1mo
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Rehire Client Support Associate
Doral, Florida, United States
OnsiteFull Time, Part Time
Jackson Hewitt
Jackson Hewitt: Provider of professional tax preparation and financial services.
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred; PTIN certification available/required for tax preparer roles.
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1mo
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Registered Wealth Management Client Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Must hold FINRA SIE and Series registrations (Series 7 and Series 66 or 63+65), possess advanced investment product knowledge, strong client service skills, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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2w
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Registered Client Service Associate (Fort Lauderdale, FL)
Fort Lauderdale, Florida, United States
OnsiteFull Time
Oppenheimer & Co.
Oppenheimer & Co.NYSE: OPY: Provides investment banking, wealth management, and securities brokerage services.
FINRA Series 7 and 66 required; bilingual English/Spanish; client service, administrative support, report production, and knowledge of account procedures and regulations.
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