We have other current jobs related to this field that you can find below
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Client Service Associate
3 months ago
Tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Service Associate
3 months ago
Tampa, United States Cary Street Partners Full timeClient Service AssociateSummary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all...
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Client Services Associate
2 months ago
Tampa, United States LHH Full timeLHH has partnered with a growing Wealth Management Firm in Tampa, FL looking for a Junior Client Service Associate to join their team! This is a direct hire opportunity with a salary range of $60-70K per year (plus bonus).Summary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent...
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Client Services Associate
2 months ago
Tampa, United States LHH Full timeLHH has partnered with a growing Wealth Management Firm in Tampa, FL looking for a Junior Client Service Associate to join their team! This is a direct hire opportunity with a salary range of $60-70K per year (plus bonus).Summary of ExpectationsThe Client Service Associate provides primary support to the Wealth Management Group and must possess excellent...
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Subcontracts Administrator Associate
4 weeks ago
Tampa, United States General Dynamics Information Technology Full timeApply your expertise to advance the mission and optimize our business strategy as a Subcontracts Administrator Associate at GDIT. Here, you'll support solving some of our clients' biggest challenges and help us grow the business.At GDIT, people are our differentiator. As a Subcontracts Administrator Associate you will help ensure today is safe and tomorrow...
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Subcontracts Administrator Associate
4 weeks ago
Tampa, United States General Dynamics Information Technology Full timeType of Requisition:RegularClearance Level Must Currently Possess:NoneClearance Level Must Be Able to Obtain:NoneSuitability:Public Trust/Other Required:NoneJob Family:Subcontracts AdministrationJob Qualifications:Skills:Contract Negotiations, Microsoft Word, Negotiation, SubcontractingCertifications:Experience:0 + years of related experienceUS Citizenship...
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Subcontracts Administrator Associate
1 week ago
Tampa, United States General Dynamics Information Technology Full timeType of Requisition:RegularClearance Level Must Currently Possess:NoneClearance Level Must Be Able to Obtain:NoneSuitability:Public Trust/Other Required:NoneJob Family:Subcontracts AdministrationJob Qualifications:Skills:Contract Negotiations, Microsoft Word, Negotiation, SubcontractingCertifications:Experience:0 + years of related experienceUS Citizenship...
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Senior Client Service Associate
1 day ago
Tampa, Florida, United States Raymond James Financial Incorporated Full timePosition Overview With over six decades of expertise and a reputation for excellence in the Financial Services sector, Raymond James Financial Incorporated is seeking a Senior Client Service Associate. The ideal candidate will possess a meticulous approach to problem-solving, exceptional communication skills, and the capability to manage multiple...
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Senior Client Service Associate
1 day ago
Tampa, Florida, United States Raymond James Financial Incorporated Full timePosition Overview With over six decades of expertise and a reputation for excellence in the Financial Services sector, Raymond James Financial Incorporated is seeking a Senior Registered Client Service Associate. The successful candidate will be a meticulous problem solver with exceptional communication abilities, adept at managing multiple responsibilities...
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Client Relations Associate
6 days ago
Tampa, Florida, United States CW Business Development Full timeClient Relations Associate (Entry Level) at CW Business Development The Client Relations Associate will concentrate on implementing best practices in customer engagement, support, sales, marketing, and other essential business functions, while delivering personalized customer care to enhance the overall client experience. Our goal is to bridge products with...
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Client Support Associate
3 months ago
Tampa, United States Franklin Street Full timeFranklin Street is currently seeking a Client Support Associate to join our insurance team in Tampa, FL. The ideal candidate must possess 1-3 years of experience supporting a commercial insurance business with at least 1 year of experience working in a professional business services office in an administrative or support role. An active 4-40 or 2-20...
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Client Service Associate
2 weeks ago
Tampa, United States Oppenheimer & Co. Full timeWho We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Registered Client Service Associate
2 weeks ago
Tampa, United States Bank of Tampa Full timeJob DescriptionJob DescriptionPosition OverviewThe goal of the Registered Client Service Associate is to provide client and support services for BT Wealth Advisors. The role will provide exceptional, efficient, and courteous service associated with the operations and management of BT Wealth Advisors and its clients. Responsibilities Client Support:Cultivate...
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Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc. A great place to work. Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots...
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Client Services Associate>
3 months ago
Tampa, United States Restoration Hardware Full timeRestoration Hardware - JobID: 33387 [Retail Associate / Team Member] As a Client Services Associate at Restoration Hardware, you'll: Assist clients in selecting and purchasing products; Provide exceptional customer service by addressing inquiries and resolving issues; Maintain a clean and organized store environment; Process transactions accurately and...
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Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Full timeWho We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and...
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Client Service Associate
1 month ago
Tampa, United States Oppenheimer & Co. Inc. Full timeJob DescriptionJob DescriptionWho We Are:Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading,...
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Senior Registered Client Service Associate
4 weeks ago
Tampa, United States Raymond James Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...
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Private Client Services Associate
1 week ago
Tampa, United States Amerant Bank Full timePrivate Client Services Associate. The Private Client Services Associate provides superior service levels to their assigned portfolio of high-net-worth customers to strengthen customer loyalty and increase retention. Responsibilities: Provide day-to- Client Service, Associate, Private, Retail, Client
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Administrative Operations Associate
7 days ago
Tampa, Florida, United States Aquent Full timeJob Title: Administrative Support SpecialistClient Location: Tampa, FL - HYBRIDSalary/Pay Rate: $28.72 to $31.91 an hourDuration: through Dec 2024 (may extend)Job Overview:We are in search of a meticulous and proactive Administrative Support Specialist to become a part of our vibrant team. The successful candidate will undertake a variety of...
Client Administration Associate
2 months ago
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.Summary of the position This position would support a group of Business Development Advisors across the firm in Event Planning and Marketing support to facilitate the growth of the business. This position would help the Advisors focus more efficiently on business development and strategic oversight. The Client Administration Associate tasks include:Managing event planning for business development across many different locations in Florida and other statesWork in conjunction with the Marketing Department and Compliance to ensure presentation and/or correspondence is preparedPulling reports from Salesforce to support Business Development Advisors in understanding business inflows/outflows and maintaining prospect pipelineFood ordering or gift coordination Back up and work alongside our Administrative Assistant as needed Responsibilities Marketing liaison/coordination and Event PlanningPlanning small scale and larger events, including:Client Appreciation Events (all clients)Prospect/Client Presentations (Schwab or Fidelity)Prospect/Client Happy Hours or dinners (Schwab or Fidelity)Breakfast or lunch orders for Schwab branch visitsInternal events & holiday partyCommunity outreach/volunteeringServe as point of contact for vendors setting up events and coordinating logistics RequirementsRequired Skills/Experience Minimum of 2 years work experience in event planning/coordination or similar roleAbility to be flexible and iterate based on needs of the firm Preferred Skills/Experience PowerPoint, Outlook, Word, ExcelExperience with Salesforce preferredCorporate event planning preferredWealth management industry experience a plus Competencies Strong attention to detailGreat organizational skillsGood follow up practicesProfessionalAbility to prioritize effectively