Private Client Services Associate
2 months ago
Private Client Services AssociateThe 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-day personalized customer service under quality standards defined by the Bank for this client segment Ensure transactions are processed within service levels by all units of the Bank and escalate issues related to products and transaction processing following through their resolution Address and solve client concerns, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency Meet KYC/KYAAML and other regulatory compliance standards and ensure documentation is up to date and complete Contact and follow up with customers on current transactions, documentation, maintenances and open claims related to all products and services available to them Process account maintenance requests Report and handle Fraud cases with customers and Fraud Prevention Unit Prepare and process loan documentation and packages with the respective units Monitor daily overdrafts, loan maturities, exceptions and past dues Review of significant balance change for AML/BSA purposes Respond to audits of assigned customer portfolio by internal, external and compliance auditors Review various anti-money laundering activity reports created by the Compliance Department to detect unusual activity in customers’ accounts, investigate such activity and obtain from customer the explanation and documentary validation as needed Keep abreast of latest banking industry trends related to products, services and regulatory environment Complete training as assigned Work Experience:3+ years in a financial institution executing an equivalent role Education and/or Certifications Requirements:
Associate's degree in business, Finance or related field Technical and/or Other Essential Knowledge:
Knowledge of standard banking products and services
Proven ability to satisfy customer needs with enthusiasm
Ability to work with team members at all levels of the organization
Proficient using banking applications, Microsoft Outlook, MS Word, Excel, and PowerPoint
Bilingual English-Spanish preferred Functional Skills & Knowledge Requirements:
Must be a team player, have the ability to work under pressure, conduct business in a professional manner, resolve problems and conflicts and prioritize work; effectively managing time. Effective communications skills verbally and in writing are required
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Private Client Services Associate
2 weeks ago
Tampa, Florida, United States Amerant Bank Full timeJob Title: Private Client Services AssociateAmerant Bank is seeking a highly skilled Private Client Services Associate to provide exceptional service to our high-net-worth customers.Key Responsibilities:Provide personalized customer service to assigned portfolio of high-net-worth customers.Process transactions and ensure timely resolution of customer...
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Private Client Services Associate
2 months ago
Tampa, United States Amerantbank Full timePrivate Client Services AssociateThe 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-day personalized customer service under quality standards defined by the Bank for this client segmentEnsure...
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Private Client Services Associate
3 weeks ago
Tampa, Florida, United States Amerant Bank Full timeJob SummaryAmerant Bank is seeking a Private Client Services Associate to provide exceptional service to high-net-worth customers. The ideal candidate will possess excellent communication skills, a strong understanding of banking products and services, and the ability to work in a fast-paced environment.ResponsibilitiesProvide personalized customer service...
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Client Services Associate
2 weeks ago
Tampa, United States Sandy Morris Financial and Estate Planning Services, LLC Full timeClient Services Associate - Private Wealth Concierge | Sandy Morris Financial (SMF Private Wealth Division)Location: Tampa, FLStatus: Full-TimePosition Summary:The Client Services Associate - Private Wealth Concierge at SMF Private Wealth Division provides high-net-worth clients with white-glove, personalized service. You will guide clients through the...
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Private Wealth Client Associate
3 weeks ago
Tampa, Florida, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly skilled and motivated Private Wealth Client...
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Client Service Associate
3 weeks ago
Tampa, Florida, United States Oppenheimer & Co. Full timeCareer Opportunities with Oppenheimer & Co. Inc.A leading middle-market investment bank and full-service broker-dealer, Oppenheimer & Co. Inc. offers a dynamic work environment with a range of career opportunities.About the RoleWe are seeking a highly skilled Client Service Associate to join our Private Client Division in Tampa. As a key member of our team,...
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Client Services Associate
4 weeks ago
Tampa, Florida, United States Star Mountain Full timeJob Title: Client Services AssociateStar Mountain is a leading private investment firm focused on the lower middle-market. We are seeking a highly professional Client Services Associate to join our Business Development, Investor Relations, and Client Services team.Job Responsibilities:Manage post-transaction activities, ensuring seamless and prompt...
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Client Services Associate
4 weeks ago
Tampa, Florida, United States Star Mountain Full timeJob Title: Client Services AssociateStar Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (LMM), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. Our firm employs three complementary strategies: (i) private credit, (ii) private...
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Client Service Associate
1 month ago
Tampa, Florida, United States Bank Of Tampa Full timeClient Service Associate RoleThe Client Service Associate plays a vital role in providing exceptional support to BT Wealth Advisors’ clients. This position requires a high level of professionalism, efficiency, and courtesy in managing client relationships and ensuring seamless operations.Key Responsibilities:Provide top-notch client service and...
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Client Service Associate
2 months 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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Private Wealth Associate
1 month ago
Tampa, Florida, United States AllianceBernstein Holding L.P. Full timePosition OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional client service and building long-term relationships.Key ResponsibilitiesCollaborate with senior professionals to fuel career success...
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Client Service Associate
4 weeks ago
Tampa, Florida, United States LHH Recruitment Solutions Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at LHH Recruitment Solutions. As a Client Service Associate, you will play a critical role in providing primary support to our Wealth Management Group.Key Responsibilities:Maintain various aspects of client accounts, including opening new accounts,...
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Client Services Associate
1 month ago
Tampa, United States LHH Full timeClient Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...
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Client Services Associate
4 weeks ago
Tampa, United States LHH Full timeClient Services Associate LHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions: Maintains various aspects of...
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Client Services Associate
1 month ago
Tampa, United States LHH Full timeClient Services AssociateLHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions:Maintains various aspects of...
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Client Services Associate
1 month ago
Tampa, United States LHH Full timeClient Services AssociateLHH Recruitment is hiring for a Client Services Associate in the Tampa, FL area. Our client is searching for a Client Service Associate with a preferred SIE, Series 7, and Series 66 licenses to provides primary support to the Wealth Management Group. Position Responsibilities and Essential Functions:Maintains various aspects of...
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Client Service Associate
1 month ago
Tampa, United States Sequoia Financial Group Full timeSequoia 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...
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Client Service Associate
3 months 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>
5 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
3 months 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...
