Client Associate
2 days ago
Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate
Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period of growth and offers a fantastic environment for professional development. This firm is on an upward trajectory and seeks a dedicated individual to support their international operations. The ideal candidate will have a client-first mindset with 1+ years of specific experience serving high-net-worth individuals within a financial institution. Furthermore, due to the specific needs of the client base, the successful applicant must possess full professional proficiency in both English and Spanish along with a completed Bachelor's degree.
Responsibilities
- Facilitate seamless communication flows between internal operational teams and external banking partners or vendors.
- Provide comprehensive administrative support to advisory teams to ensure efficient daily workflows.
- Manage routine account maintenance tasks and oversee documentation requirements for client portfolios.
- Act as a liaison to ensure all client service requests are handled with precision and professionalism.
Qualifications
- Must be fully bilingual in English and Spanish to effectively manage international correspondence.
- 1+ years of professional experience within a financial services firm working with high-net-worth individuals or families is required.
- Bachelor's degree from an accredited institution is a mandatory prerequisite.
- Strong organizational capabilities and the ability to multitask in a fast-paced setting.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
-
Client Services Associate
8 hours ago
Miami, Florida, United States Leeds Professional Resources Full timeWe are seeking a client services associate fluent in English and Spanish to join our client's team This role will be responsible for opening new accounts and assisting advisors.ResponsibilitiesThe New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accountsThis role includes using critical...
-
Client Service Associate
2 weeks ago
Miami, Florida, United States Alphabe Insight Inc Full time $50,000 - $55,000Company Description SkillBridge Academy is a forward-thinking organization committed to operational excellence, professional development, and reliable workforce solutions. We take pride in cultivating a work environment where integrity, precision, and continuous improvement define every aspect of our operations. Our team is built on dedication,...
-
Client Experience Associate
17 hours ago
Miami, Florida, United States PNC Financial Services Group Full timeJob ProfilePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to...
-
Registered Wealth Management Client Associate
15 hours ago
Miami, 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,...
-
Senior Client Service Associate
1 week ago
Miami, Florida, United States Ascendo Resources Full timeResponsibilities: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...
-
Lead Client Advisor
9 hours ago
Miami, Florida, United States Ferrari spa Full timeLocation:Miami, Florida, USProfessional Area: LifestyleJob Description:If you're passionate about being a part of the new and the next and creating the fabric of a brand's culture, this is the place for you. Ferrari Lifestyle is merging the most exciting worlds of Luxury and taking a unique approach to the evolution of fashion, redefining "made in Italy".In...
-
Lead Client Advisor
15 hours ago
Miami, Florida, United States Ferrari Full timeJob description:If you're passionate about being a part of the new and the next and creating the fabric of a brand's culture, this is the place for you. Ferrari Lifestyle is merging the most exciting worlds of Luxury and taking a unique approach to the evolution of fashion, redefining "made in Italy".In order to strengthen our Ferrari Lifestyle team we are...
-
Client Support Specialist
13 hours ago
Miami, Florida, United States Fidelity Investments Full timeJob DescriptionTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:Coral Gables, Boca Raton, Ft. LauderdaleAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on...
-
Client Processor Internship
12 hours ago
Miami, Florida, United States Guerra Wealth Advisors Full timeMeet Guerra Wealth AdvisorsAtGuerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch.We...
-
Miami, Florida, United States Citi Full timeThe core responsibilities are heavily centered around client engagement and operational efficiency requiring strong ability to demonstrate the following competencies: Client Focus: Provides the highest level of customer service and teamwork, liaising with product and functional partners to ensure timely completion of requests while maintaining constant...