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216 client associate jobs at 105 companies in Miami Beach, FL

3w
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Client Associate
Boca Raton, Florida, United States
OnsitePart Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOE2-5 years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and attention to detail.
Microsoft Office Suite
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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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3mo
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Associate Client Advocate - Construction
Dallas or Atlanta or Birmingham or Miami
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
4+ YOE4-6 years in commercial Property & Casualty insurance; client-facing experience; ability to analyze coverage forms; strong communication and relationship management; project management skills.
Microsoft Office
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1w
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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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4w
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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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2w
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Client Experience Associate
Deerfield Beach, Florida, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
Provide customer-facing banking service, engage lobby customers, identify product opportunities, follow procedures, and manage transactions; bilingual Spanish or Portuguese preferred.
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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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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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3d
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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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2w
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Client Relationship Associate
Philadelphia or Boca Raton
$60k-$75k/yr HybridFull Time
Cozen O'Connor
Cozen O'Connor: Providing multinational legal representation and corporate advisory services.
2+ YOEBachelor's degree in finance/accounting/business required, 2+ years family office/trust/wealth/banking experience, account administration and payment processing experience, AgilLink experience preferred, strong attention to detail.
AgilLink
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2w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
Topgolf Callaway Brands
Topgolf Callaway Brands: Produces golf equipment, performance apparel, and ball tracking technology.
1+ YOE1+ year client-services experience; proficient with Microsoft applications and POS; strong communication; ability to work weekends, evenings, and holidays.
Microsoft Applications, point-of-sale (POS) systems
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1mo
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Client Service Associate / Corporate Lending Assistant
Miami, Florida, United States
HybridFull Time
Banesco USA
Banesco USA: Commercial bank offering specialized lending and financial services.
3+ YOEAssociate's degree in Business Administration preferred; 3+ years lending associate experience; proficiency with Microsoft Office; bilingual English/Spanish; strong communication, compliance knowledge, and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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2w
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Part Time Client Associate - Boca Raton FL
Boca Raton, Florida, United States
OnsitePart Time
Callaway Golf
Callaway GolfNew York Stock Exchange: CALY: Designs and sells golf equipment and active lifestyle apparel.
1+ YOE1+ year client services experience, proficiency with Microsoft Applications and POS systems, strong communication, independent decision-making, and availability for weekends/evenings/holidays.
Microsoft Applications, point-of-sale (POS) systems
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