Operations Client Service Jobs in Miami, FL

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Tax Manager Private Client Services (pcs)

Eisneramper

profile Miami - USA

Job DescriptionAt EisnerAmper we look for individuals who welcome new ideas encourage innovation and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional the EisnerAmper experience is one-of-a-kind. You can design a career youll...

6 days ago
Full Time

Client Service Associate-miami, Fl (bilingual Requ...

Raymond James

profile Miami - USA

Job Description SummaryUnder direct supervision uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a va...

6 days ago
Full Time

Private Wealth Management Registered Client Servic...

Morgan Stanley

profile Miami - USA

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 interactions with clients individuals in this role build trusted relationships. Leading with a client firs...

7 days ago
Full Time

International Registered Client Service Associate ...

Morgan Stanley

profile Miami - USA

Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily regular interactions with clients individuals in this role build trusted with a client first mindset a successful candidate for t...

8 days ago
Full Time

Client Service Representative

Jewelers Mutual

profile Miami - USA

SummaryThe Client Service Representative (CSR) is responsible for facilitating renewals providing support to specific producers and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty busine...

21 days ago
Full Time

Client Service Representative (part-time)

Amerivet

profile Miami - USA

Calusa Crossing Animal Hospital West Kendall FLCalusa Crossing Animal Hospital is seeking a compassionate customer-focused Client Service Representative (CSR) to join our team. As the first and last point of contact for our clients you will play a key role in creating an exceptional experience for...

25 days ago
Part-Time

Business Management, Vice President Private Bank L...

Jpmorganchase

profile Miami - USA

DescriptionJob DescriptionJoin our Client Service Experience and Development Business Management team. Our Team of dedicated Business Managers work hand-in-hand with senior leaders of the Client Service Experience and Development organization to evolve our business capabilities and drive strategic o...

30+ days ago
Full Time

Work From Home Bilingual Client Services Represent...

Global Elite Empire Consultants

profile Miami - USA

Are you bilingual and looking for an opportunity to grow your career at your own pace We are looking for goal-oriented individuals with leadership potential to join a rapidly growing company.Preferred Qualifications: Bilingual (Spanish and English) Excellent communication skills Leadership capabilit...

30+ days ago
Full Time

Work From Home Client Services Associate

Global Elite Empire Consultants

profile Miami - USA

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities Look no further! With the option to work from home and enjoy a flexible schedule you can balance your personal and professional life seamlessly while advancing your career.Perks Include:1. Wo...

30+ days ago
Full Time

Operations Client Service Manager

Ria Recruiting

profile Scarsdale - USA

Nardis Advisors is a growing independent financial advisory firm founded in 2009 and we are seeking a Permanently Remote Operations and Client Service Managerwho takes ownership drives execution and ensures that both tasksand peoplemove forward.This is a hands-on role at the center of the firm. Youl...

30+ days ago
Full Time

Temporary Client Service Specialist

Banco De Credito E Inversiones

profile Miami - USA

ABOUT BCIBci provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and with more than 10500 employees Bci is recognized as one of the best companies in which to work and develop a career. It is the third large...

30+ days ago
Temp

Business Management Associate Private Bank

Jpmorganchase

profile Miami - USA

DescriptionThe International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their wealth after taxe...

30+ days ago
Full Time

Business Management Associate Private Bank

Jpmorganchase

profile Miami - USA

DescriptionThe International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their wealth after taxe...

30+ days ago
Full Time