![NewEdge Advisors](https://media.trabajo.org/img/noimg.jpg)
Client Service Associate
1 month ago
Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to support our collaborative team in their daily business practices (e.g., client meetings, on-boarding new clients, marketing, etc.) and be the driver of firm initiatives.
Duties/Responsibilities:
Relationship Management
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
Collect appropriate documentation to set up new (domestic and international) accounts and services
Leverage various communication channels to keep in touch with clients
Process account service requests and ensure appropriate documentation
Gather financial profile data to support wealth strategy discussions
Use eMoney and other software to produce solution options
Investment Solutions
Input orders within appropriate system and complete associated paperwork,
if registered
As a registered representative , discern appropriate trade activity to complement the portfolio strategy, and to raise funds for cashiering activities
Review daily branch reports and alerts and process accordingly
Assist in the preparation of marketing and review reports
Practice Management
Maintain contact management systems with up-to-date key client information
Provide team with up-to-date calendar including daily, weekly, and monthly activities
Understand risk awareness and regulatory knowledge
Talent Management
Proactively develop self to continuously improve knowledge, skills and credentials
Communicate development needs
Assist with on-boarding new members to the firm
Skills/Abilities:
2-5 years of client service experience
International Wealth Management experience preferred
Series 7 and 66 licensed preferred or willingness to acquire a license while on the job
Excellent skills in Microsoft Office Suite
Excellent written and verbal communication skills
Highly organized with great attention to detail
Excellent interpersonal skills, including being polished, courteous, professional, and patient
Ability to work in a fast-paced environment
Possesses exceptional multi-tasking skills and strong time-management
Experience with Microsoft Office Suite (Word, Excel)
#J-18808-Ljbffr
-
Client Services Associate
1 week ago
Doral, United States Creand Wealth Management (Beta Capital) Full timeAbout the Company: Creand Wealth Management is looking for a Client Service Associate to join the team at our Miami office (Brickell). Creand (Beta Capital) Wealth Management was founded in 1995 in Miami as broker dealer and investment advisory firm specializing in providing investment advice and trade execution services to individual and institutional...
-
Client Services Associate
2 months ago
Doral, United States Savills North America Full timeABOUT SAVILLS At Savills, a leading global commercial real estate services firm, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management,...
-
Client Relations Associate
4 days ago
Doral, United States Prime Time Executives Full time $40,000 - $52,000Job DescriptionJob DescriptionAt Prime Time Executives, we value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service has overall...
-
Registered Client Service Associate
4 weeks ago
Doral, United States Raymond James Financial Services Full timeJob Description - Registered Client Service Associate (Bilingual English/Spanish) (2402597) Job 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 Client Service Associate who is a motivated, detail-oriented, and creative problem solver to...
-
Registered Client Service Associate
2 weeks ago
Doral, 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 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 critical...
-
Associate Client Advisor
2 months ago
Doral, United States Bessemer Trust Full timeJob 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...
-
Client Service Representative
2 months ago
Doral, United States VCA Animal Hospitals Full timeVCA Knowles Snapper Creek Animal Hospital is seeking a talented and experienced Client Service Representative with additional Veterinary Assistant skill set to joinour team full time. We have opportunities available to offer flexible work hours, day or night! We’re looking for a personable yet highly professional “service extraordinaire” to join us in...
-
Client Relations Associate
5 days ago
Doral, Florida, United States All Building Cleaning Corp Full timeWe are looking for a friendly and approachable Customer Success Associate to join our team at All Building Cleaning Corp. This role offers a fulfilling opportunity to engage with diverse clients, solve challenging issues, and enhance the overall customer experience.We encourage candidates who are eager for career advancement, thrive in a supportive work...
-
Tax Senior Associate
3 months ago
Doral, United States CohnReznick Full timeAs CohnReznick grows, so do our career opportunities. As one of the nations 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 Client...
-
Client Success Associate
6 days ago
Doral, Florida, United States QuickNode ⚡ Full timeCompany Overview:QuickNode is a premier cloud-based infrastructure provider that supports the blockchain ecosystem. Our goal is to serve as the essential utility enabling businesses and innovators worldwide to develop cutting-edge, Web3-capable enterprises and applications utilizing blockchain technology.Supported by leading investors such as Tiger Global, Y...
-
Registered Wealth Management Client Associate
4 weeks ago
Doral, 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. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...
-
Lead Client Services Coordinator
6 days ago
Doral, Florida, United States Gemaire Distributors, LLC Full timeLead Customer Service Representative Are you looking for a rewarding opportunity within a vibrant team representing a leading HVAC equipment distributor? We are in search of a committed Lead Customer Service Representative to enhance our Sales team and Sales Center operations. This role primarily serves as a liaison between our organization and our clients,...
-
Client Service Representative
1 day ago
Doral, United States GoodVets Full timeGoodVets is a community of animal hospitals co-owned with veterinarians. Sitting at the intersection of quality-first and people-first, GoodVets provides an environment of mentorship for all our employees while also providing the high quality of care and hospitality that today’s pet parents demand. At GoodVets, we seek to find professionals passionate...
-
Sales and Service Associate
2 months ago
Doral, United States Popular Bank Full timeSales and Service Associate At Popular , we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers' dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency...
-
Sales and Service Associate
1 month ago
Doral, United States Popular Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Date: Jul 9, 2024 Location: Miami, FL, US, 33131 Company: Popular Workplace Type: On-site Sales and Service Associate At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As...
-
Full Time Client Service Representative
2 months ago
Doral, United States Doral Centre Animal Hospital Full timeJob DescriptionJob DescriptionDescriptionAre you passionate about exceptional customer service in a dynamic veterinary environment? Join us at Doral Centre Animal Hospital in sunny Doral, FL, where you'll play a vital role as a Client Service Representative. Dedicated to delivering compassionate and comprehensive care to pets, we pride ourselves on...
-
Business Banking Client Specialist
1 month ago
Doral, United States First Horizon Bank Full timeLocation: On site at location listed in job posting Summary Provide assistance to the Commercial and Private Banking Relationship Managers. Key Responsibilities Include Provide Commercial Lending Support to Commercial Relationship Managers Review and Fund Loans Assist with maintaining Relationship Managers portfolios – clear loan, collateral...
-
Client Support Specialist
6 days ago
Doral, Florida, United States Swift7consultants Full timeJob Title: Client Support SpecialistCompany: Swift7consultantsLocation: RemoteJob Type: Full-Time (40 hours per week)Salary: $42,500 to $46,800 per yearAbout Us: At Swift7consultants, we recognize the importance of maintaining connections in today's dynamic environment. We are excited to invite you into a space where communication knows no limits, and every...
-
Customer Service Associate
2 months ago
Doral, United States Best of the USA Full time70181-LP Customer Service Associate TJ Maxx 10001 W Flagler St, Miami, FL 33174, USA Start Date02/22/2024 Location: 10001 W Flagler St, Miami, FL 33174 Benefits: Pulled from the full job description 401(k) 401(k) matching Adoption assistance Disability insurance Employee assistance program Style is never in short supply at our more than 1,000 TJ Maxx stores....
-
Customer Service Associate
2 months ago
Doral, United States Best of Broward County Full timewww.bestofbrowardcounty.com - Best of Broward County Contact Us Member Login Businesses - Add Your Company Home Broward-county-jobs 70181-LP Customer Service Associate Posted on 02/21/2024 inCategory 1 Print 70181-LP Customer Service Associate TJ Maxx 10001 W Flagler St, Miami, FL 33174, USA Start Date02/22/2024 Full-Time More Details Job details Job type:...