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163 client services associate jobs at 74 companies in Miramar, FL

2d
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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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3w
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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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2mo
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Client Services-MM - Client Services Associate I
Fort Lauderdale, Florida, United States
$65k-$85k/yr OnsiteFull Time
Interactive Brokers
Interactive BrokersNASDAQ: IBKR: Automated global electronic brokerage and trading services provider.
Bachelor's degree; Portuguese fluency; experience in financial services preferred; strong communication; knowledge of equities, derivatives, FX; understanding of exchanges and margins.
Trading platforms, IBKR Trader Workstation, Web Trader, Mobile Trader, CRM, Customer service tools
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1mo
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Client Services Specialist-Senior
Fort Lauderdale, Florida, United States
OnsiteFull Time
City National Bank of Florida
City National Bank of Florida: Providing commercial banking and wealth management services in Florida.
5+ YOE5+ years client service experience (financial services preferred), Associate's degree in Business or equivalent, proficiency with loan/depository systems and Microsoft Word/Excel/Outlook, strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, loan/depository systems, banking software
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2mo
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Work From Home - Client Services Associate
Hialeah, Florida, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote work, growth opportunities, integrity, and helping others; strong communication; independent and team-oriented; ethical conduct.
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2w
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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
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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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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1d
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Senior Associate Client Accounting & Advisory Services
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or London or San Francisco or Los Angeles or Chicago or Boston
OnsiteFull Time
Berkowitz Pollack Brant
Berkowitz Pollack Brant: Provides professional accounting, tax, and business advisory services.
2+ YOE2+ years real estate accounting experience, proficiency with Yardi Voyager, strong accounting and analytical skills, bachelor's in accounting/finance preferred, excellent communication and organizational skills.
Yardi Voyager
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1w
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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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3mo
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Registered Client Service Associate
Boca Raton, Florida, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Requires active Series 7 and Series 66 or Series 63+65 (registration), high school diploma (college preferred), strong Microsoft Office skills, and client service experience; 2+ years industry experience preferred.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
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3w
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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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10h
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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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3mo
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Broward County Tax Collector - Client Services Supervisor
Broward County, Florida, United States
$64k/yr OnsiteFull Time
Broward County Tax Collector
Broward County Tax Collector: Collects taxes and provides vehicle and licensing services.
2+ YOEAssociate’s degree in Business Administration, Management, or related field; two years of customer service or supervisory experience; valid driver’s license.
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6d
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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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2mo
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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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1w
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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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5d
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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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2w
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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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2w
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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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