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245 client associate jobs at 104 companies in North Miami, FL

4w
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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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1w
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Associate, Client Service
Boca Raton, Florida, United States
$70k-$80k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Bachelor's preferred, relevant financial services experience preferred, strong Microsoft Office and CRM skills, excellent organization and communication, client service orientation, willingness to learn.
Microsoft Office, CRM
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3d
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client-service focused associate supporting financial advisors, proficient with Microsoft Office and Salesforce; SIE/Series qualifications preferred; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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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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2w
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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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4w
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Client Service Associate
Miami Beach, Florida, United States
OnsiteFull Time
Stifel
StifelNYSE: SF: Provides wealth management and investment banking services to clients.
2+ YOEHigh school diploma, 2 years investment industry experience, clerical/account opening skills, customer service, ability to enter trades and maintain client records; FINRA Series 7 and 66 or 63/65 preferred.
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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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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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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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2d
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Wealth Management Client Associate
Boca Raton, Florida, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProviding client service support for financial advisors, operating enterprise platforms, promoting banking solutions, and delivering accurate client materials; 1+ year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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Registered Client Service Associate
Fort Lauderdale, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEActive Series 7 and Series 66 (or Series 63+65) preferred, 2+ years industry experience preferred, high school diploma required, college degree preferred, strong client service, Microsoft Office skills, and knowledge of financial products.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
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6d
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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 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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3w
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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.
Provide branch customer service, identify sales opportunities, process transactions, leverage digital tools, detect fraud, and manage multiple priorities in a banking environment.
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3w
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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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1w
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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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4w
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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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3mo
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Associate Client Service Manager
Boca Raton, Florida, United States
OnsiteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; Property & Casualty license; Proficiency in Microsoft Office; strong relationship building; adaptable; collaborative.
Microsoft Office
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