111 complex client management opportunities in Miami updated today
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· Page 1 / 6Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top producing team and have strong opportunities for career growth. Responsibilities Assist the team with all non-sales related functions: Opening new acc
Opportunity ID 9425 Department Tax Location(s) Miami State Florida Function Tax Job Description As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who va
Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought lead
JPMorgan ChaseAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform
Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadersh
CLIEN014926_9 Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth managemen
Job Description Job Description Our Company Millennium Mortgage is a Mortgage Broker dedicated to reinventing the way home lending is done by leveraging expertise and state of the art technology. At the surface, we are a Mortgage Broker servicing current and future homeowners with their mortgage nee
Job Title: Complex Director of Revenue Management Department: Revenue Reports To: Managing Principal FLSA Status: Exempt SUMMARY: The Complex Director of Revenue Management is responsible for identifying and maximizing all potential revenue opportunities for multiple properties. Responsible for form
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the
Job Duties Associate, Client Relationship Management with Goldman Sachs & Co. LLC in Miami, Florida. Act as key relationship contact for ultra-high net worth clients in the United States. Assess and Evaluate client suitability and risk tolerance with regards to their investment mandate. Oversee asse
Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, inve
A global financial services firm is seeking a Business Development Associate in Miami. The role requires building trusted relationships with clients and supporting financial advisors in delivering exceptional service. Candidates should have over 5 years of relevant experience and possess the necessa
A leading financial services firm in Miami is seeking a Wealth Management Professional to provide exceptional client service for ultra-high net worth clients. The ideal candidate will have 2-4 years of experience in the financial industry, a Bachelor's degree, and fluency in Spanish and/or Portugues
We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities The New Accounts Operations Associate-International will review, process, and monitor new and e
Morgan Stanley is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, inve
*JOB DESCRIPTION** At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought l
Santander USIt Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold th
# **Client Lifecycle Management - Transaction Driven Financial Crime - Analyst** Miami, Florida Job ID Req1555563 Category Operations Date posted 04/02/2026 *It Starts Here:** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into
Leeds Professional ResourcesWe are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities The New Accounts Operations Associate-International will review, process, and monitor new and e
Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad i
Bradesco BankOnly Candidates with US Work Authorization will be considered. Make sure to apply with all the requested information, as laid out in the job overview below. Scope of Internship: Provide support to Client Management Team by assisting with account opening, digital client onboarding, KYC reviews and ac
Job Description Job Description Our Company Millennium Mortgage is a Mortgage Broker dedicated to reinventing the way home lending is done by leveraging expertise and state of the art technology. At the surface, we are a Mortgage Broker servicing current and future homeowners with their mortgage nee
Leeds Professional ResourcesWe are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities Cultivate and enhance new and existing client relationships through active communication with c
A leading professional services firm is seeking a Partnership Taxation Manager in Fort Lauderdale to manage client engagements and provide tax consulting services. The role involves reviewing complex tax returns and mentoring staff while focusing on client service and tax savings opportunities. Cand
Bank of AmericaRegistered Wealth Management Client Associate Aventura, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Aventura/Registered-Wealth-Management-Client-Associate_26010951) Bank of America employees are require
We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Responsibilities The New Accounts Operations Associate-International will review, process, and monitor new and e
A prominent banking institution is seeking a TM Client Care Advisor to manage top revenue-generating clients and utilize data analytics for retention and satisfaction. The ideal candidate will possess strong client service experience, excellent communication skills, and the ability to navigate compl
We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors. Considering making an application for this job Check all the details in this job description, and then click on
Bank of AmericaRegistered Wealth Management Client Associate 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 spec
$67,000 – $105,000/year
Estimation confidence: Low
Estimate based on market data for Miami. Actual salaries may vary depending on experience, company, and area.
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