Talent.com
Client Service Associate
Client Service AssociateVirtualVocations • Miami, Florida, United States
[error_messages.no_longer_accepting]
Client Service Associate

Client Service Associate

VirtualVocations • Miami, Florida, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

A company is looking for a Client Service Associate who is passionate about helping others and committed to exceeding client expectations.

Key Responsibilities

Process and monitor client transactions, including deposits, withdrawals, and account updates

Maintain accurate client records in CRM and portfolio management systems

Coordinate with custodians to open accounts and troubleshoot account-related issues

Required Qualifications

3 years of experience in financial services, specifically in client service and wealth management operations

Strong relationship-building skills with clients and team members

High emotional intelligence and empathy for supporting clients through transitions

Proactive mindset with strong judgment and discretion in client interactions

Advanced proficiency in Windows, Microsoft Office, and financial CRM platforms

[job_alerts.create_a_job]

Client Service Associate • Miami, Florida, United States

[internal_linking.similar_jobs]
Registered Client Associate I

Registered Client Associate I

Amerant Bank • Coral Gables, FL, US
[job_card.full_time]
Provide day-to-day personalized customer service under high standards for the following segments : .Ultra-High Network families and. Create portfolio reviews and prepare advisory meetings with all the...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Experience Associate

Client Experience Associate

PNC • Miami, FL, US
[job_card.full_time]
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Customer Service Associate

Customer Service Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Customer Service Associate.Key Responsibilities Respond to inbound telephone inquiries in a Claims Contact Center Initiate auto and homeowner claims by obtaining preli...[show_more]
[last_updated.last_updated_30] • [promoted]
Arizona Licensed Client Solutions Partner

Arizona Licensed Client Solutions Partner

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Solutions Partner (Sales).Key Responsibilities Exceed performance metrics related to conversion rates, revenue targets, and account growth Manage high volumes o...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Contact Center Associate

Contact Center Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Contact Center Associate to provide exceptional service to its members.Key Responsibilities Deliver exceptional service by ensuring members feel heard and valued Manag...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Associate

Client Associate

Amerant Bank • Coral Gables, FL, US
[job_card.full_time]
The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM / IC). CAs are responsible for giving support to WAs as they ...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Operations Associate

Client Operations Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Operations Associate for a remote position on the West Coast.Key Responsibilities Interface directly with clients to manage inquiries and feedback regarding prod...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Success Associate

Client Success Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Success Associate in the Midwest region.Key Responsibilities Lead implementations for new institutional clients and customize configurations for complex diligenc...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Services Consultant

Client Services Consultant

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Service Consultant (Hybrid / Remote).Key Responsibilities Manage client projects from inception through completion, focusing on direct mail, print, and marketing...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Client Service Associate

Client Service Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Service Associate to support financial advisors and enhance client experiences.Key Responsibilities Provide client support through communication with advisors an...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Bilingual Premier Brokerage Associate

Bilingual Premier Brokerage Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Bilingual Premier Brokerage Associate to provide exceptional service to clients in both English and Spanish. Key Responsibilities Provide exceptional service and support...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Senior Client Relationship Consultant

Senior Client Relationship Consultant

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Senior Client Relationship Consultant to support growth initiatives with large retail brokerage partners. Key Responsibilities Support execution of growth plans for assi...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Associate Director, Client Partnerships

Associate Director, Client Partnerships

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for an Associate Director, Client Partnership.Key Responsibilities Develop and maintain strong client relationships, acting as a trusted advisor and leading team operations ...[show_more]
[last_updated.last_updated_1_day] • [promoted]
Service Desk Associate

Service Desk Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Service Desk Associate (Remote).Key Responsibilities Provide client support and technical issue resolution via email, phone, and web-based feedback Create, update, and...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Relationship Leader

Client Relationship Leader

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Relationship Leader to drive growth with large national retail brokerage partners.Key Responsibilities Develop detailed growth plans for assigned retail partners...[show_more]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Capital Markets Associate

Capital Markets Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Capital Markets Associate to support funding strategies and investor reporting.Key Responsibilities Support execution of capital markets transactions, including equity ...[show_more]
[last_updated.last_updated_1_hour] • [promoted] • [new]
M&A Associate

M&A Associate

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for an M&A Associate.Key Responsibilities Identify software businesses that meet acquisition criteria and metrics Conduct prospecting campaigns and nurture relationships wit...[show_more]
[last_updated.last_updated_variable_days] • [promoted]
Client Liaison

Client Liaison

VirtualVocations • Coral Gables, Florida, United States
[job_card.full_time]
A company is looking for a Client Liaison to support core business needs in the Michigan and NW Ohio regions.Key Responsibilities Provide administrative support, including managing calls, photoco...[show_more]
[last_updated.last_updated_variable_days] • [promoted]