We have other current jobs related to this field that you can find below
-
Client Services Associate
1 month ago
Aventura, United States Safra National Bank Full timeSafra 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, Chile, Mexico and Panama, Safra National is a leading...
-
Client Services Associate
1 month ago
Aventura, United States Safra National Bank Full timeSafra 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, Chile, Mexico and Panama, Safra National is a leading...
-
Client Services Associate
3 weeks ago
Aventura, United States Safra National Bank Full timeSafra 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, Chile, Mexico and Panama, Safra National is a leading...
-
Registered Client Service Associate
16 hours ago
aventura, United States Safra National Bank Full timeRegistered Client Services, Assistant Vice President | 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...
-
Registered Client Service Associate
1 day ago
aventura, United States Safra National Bank Full timeRegistered Client Services, Assistant Vice President | 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...
-
Registered Client Service Associate
2 weeks ago
Aventura, United States Safra National Bank Full timeRegistered Client Services, Assistant Vice President | 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...
-
Registered Client Service Associate
2 weeks ago
Aventura, United States Safra National Bank Full timeRegistered Client Services, Assistant Vice President | 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...
-
Senior Client Services Associate
1 month ago
Aventura, United States Safra National Bank Full timeSafra 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, Chile, Mexico and Panama, Safra National is a leading...
-
Senior Client Services Associate
1 month ago
Aventura, United States Safra National Bank Full timeSafra 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, Chile, Mexico and Panama, Safra National is a leading...
-
Client Service Representative
3 weeks ago
Aventura, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every opportunity, we aim to exceed each pet owner’s expectations. We’re looking for a...
-
Wealth Management Client Associate
1 month ago
Aventura, 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Lead Client Advisor
3 weeks ago
Aventura, United States 24 Seven Talent Full timeJob Description: Lead Client Advisor, you will be hyper-focused on building and establishing Ferrari Lifestyle as a fashion icon in your individual market and country. You will assist the Store Director and Associate Store Director in creating a culture of clienteling and client evolution in your boutique through your team and their development. Role:...
-
Registered Wealth Management Client Associate
3 months ago
Aventura, United States Bank of America Full timeJob 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...
-
Lead Client Advisor
3 weeks ago
Aventura, Florida, United States 24 Seven Talent Full timeJob Description:Lead Client Advisor, you will be hyper-focused on building andestablishing Ferrari Lifestyle as a fashion icon in your individual market and country. You will assist the Store Director and Associate Store Director in creating a culture of clienteling and client evolution in your boutique through your team and their development.Role: Lead...
-
Retail Associate
3 days ago
Aventura, United States Fourth Floor Full timeSales/Stock Associate - Well-Known Luxury BrandA Well-Known Luxury Brand is seeking multiple Sales and Stock Associates to join their Aventura boutique in a Contracted capacity! This is a demanding and fast-paced role that requires support from a highly competent, proactive, self-motivated, and organized individuals.Duration: ~2 monthsStart:...
-
Seasonal Client Experience Coordinator
4 weeks ago
Aventura, United States Richemont Full timeAt Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
-
Sales Associate
4 weeks ago
Aventura, Florida, United States Baume Mercier Full timeAt Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
-
Exterior Services Associate
6 days ago
Aventura, Florida, United States Castle Group Full timePosition Overview The role of the Groundskeeper is essential for maintaining the cleanliness and aesthetic appeal of our properties. This position involves executing cleaning tasks that require specific training and demonstrated expertise. The Groundskeeper is responsible for inspecting the work completed in designated areas and reporting findings to...
-
Sales Associate
1 month ago
Aventura, United States Richemont Full timeThe story of Cartier is founded on audacity and passion. For more than 170 years we have embraced a bold, pioneering spirit that continues to inspire our teams across all Métiers from our boutiques to our workshops and corporate offices. Our 9000+ colleagues of 105 nationalities are united by a shared independent spirit and commitment to excellence,...
-
Sales Associate
2 months ago
Aventura, United States Richemont Full timeAt Cartier North America, We are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...
Client Services Associate
2 months ago
Seeking a Client Services Associate for a growing Investment firm. This person will be responsible for providing administrative and operational support for clients. As the primary point of contact for service-related needs, the Client Services Associate must possess strong organizational, multitasking, and communication skills, alongside discretion handling confidential information.
Responsibilities:
- Interacting with banking and other counterparty relationships to solve operational issues and serve as a liaison between the bank and the client.
- Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
- Providing exceptional service and flawless execution on client requests, inquiries, and transactions.
- Coordinating with different internal groups to ensure smooth functioning of various processes including Portfolio Managers, Operations Team, Accounting Team, the Office Manager and Executive Assistants.
- Ensuring that compliance protocols are followed meticulously.
Requirements:
- Bachelors degree in business, finance, accounting or related degree required.
- Previous wealth management experience
- Bilingual preferred (English & Spanish)
- Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat.
- Superb organizational, project management and interpersonal skills.
- Extreme attention to detail and accuracy skills.
- Skilled multi-tasking, follow-up, and managing priorities effectively.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
