Registered Wealth Management Client Associate

About 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 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....

Company Overview:Citi Global Wealth integrates the extensive resources of Citi to cater to a diverse range of wealth clients. This cohesive business unit supports ultra-high-net-worth individuals and family offices through Citi Private Bank, serves affluent and high-net-worth segments via Citigold and Citigold Private Client, and captures wealth management...

Job SummaryCiti Global Wealth is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in delivering comprehensive financial and investment advice to our high net worth clients.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships with...

Company Overview:Citi Global Wealth combines the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, while also addressing the affluent and high-net-worth segments via Citigold™ and Citigold™ Private Client. Additionally,...

Job Overview:At Bank of America, we are driven by a unified mission to enhance financial well-being through every interaction. Our commitment to Responsible Growth shapes our operations and defines how we serve our clients, colleagues, communities, and shareholders consistently.We believe that fostering a supportive work environment is essential for our...

Job Overview:The Credit Executive (CE) plays a pivotal role in client engagement, focusing on establishing bespoke credit partnerships with affluent wealth clients. This position is essential for fostering growth in funded loan balances and revenue, all while ensuring responsible and profitable practices. The CE is also tasked with managing a portfolio of...

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Job SummaryCiti Global Wealth is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will play a key role in delivering comprehensive financial and investment advice to our high net worth clients.Key Responsibilities:Client Relationship Management: Build 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...

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...

Job 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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial knowledge to new...

Job 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...

ABOUT 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,...

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 join our growing team. This essential role helps to provide high quality/high touch critical...

Company 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...

Who We Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

Client Solutions Associate - Market Making Our client are a leading Market Maker in London who are expanding their client services & solutions team with multiple hires. Responsibilities: Manage day-to-day relationships with institutional clients ensuring effective communication. Resolve ad-hoc queries and requests from both clients and internal teams such...