Senior Client Associate

Top-Tier Registered Investment Advisory Firm Seeks a Senior Client AssociateLocation: Miami, FLThe Role:You will be supporting some of the Advisors and handling the needs of their specific client book. In addition, this role will liaise with any teams in the firm that are required to meet clients needs. The candidate should have strong attention to detail,...

Top-Tier Registered Investment Advisory Firm Seeks a Senior Client AssociateLocation: Miami, FLThe Role:You will be supporting some of the Advisors and handling the needs of their specific client book. In addition, this role will liaise with any teams in the firm that are required to meet clients needs. The candidate should have strong attention to detail,...

OneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions and family offices.ResponsibilitiesBuild and maintain strong relationships with...

OneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions and family offices. Responsibilities Build and maintain strong relationships...

OneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions and family offices.ResponsibilitiesBuild and maintain strong relationships with...

OneSearch Group has partnered with a rapid-growing Registered Investment Advisor in their search for a Senior Client Service Associate to join their team based in Miami, FL. The firm focuses on providing investment advisory services to ultra-high net worth investors, institutions and family offices.ResponsibilitiesBuild and maintain strong relationships with...

Job Summary: This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client...

Miami, Florida OR Weston, Florida OR Boca Raton, Florida Are you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and knowledgeable professionals for your...

Job DescriptionJob DescriptionSalary: Miami, Florida OR Weston, Florida OR Boca Raton, FloridaAre you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and...

Job DescriptionJob DescriptionSalary: Miami, Florida OR Weston, Florida OR Boca Raton, FloridaAre you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and...

Job DescriptionJob DescriptionSalary: Miami, Florida OR Weston, Florida OR Boca Raton, FloridaAre you a motivated professional seeking career advancement and the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. Our culture supports full access to our partners and...

Job DescriptionJob DescriptionABOUT THIS JOB:We are an investment advisory firm providing a comprehensive and flexible array of investment solutions to high-net-worth individuals and family offices. We are currently seeking a Client Service Associate candidate based in our Miami office. The candidate will work closely with the advisors to provide best in...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!  We currently have an exciting career opportunity for aTax Senior Associate to join our Private Client...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!  We currently have an exciting career opportunity for aTax Senior Associate to join our Private Client...

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We currently have an exciting career opportunity for a Tax Senior Associate to join our Private...

Job Description At 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 you will love from top to bottom - we give you the tools you...

Job Description At 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 you will love from top to bottom - we give you the tools you...

Responsibilities:Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.Anticipate client needs and identify opportunities to enhance the client experience...