Senior Client Service Associate

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...

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...

Senior Client Service Associate | Aventura, Florida Safra National Bank of New York ("Safra National") is a nationally chartered U.S. Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (FDIC). Headquartered in New York, with a branch in Florida and representative offices in Brazil,...

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...

Job description 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...

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...

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...

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 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...

ABOUT 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 class service to our clients....

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...

Seeking a Client Services Associate to join a growing financial services team in Miami! This person will be responsible for reviewing and processing new accounts, account maintenance, and communicating with clients over the phone & email. Looking for a candidate with excellent written and oral communication skills and be able to make decisions...

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...