Client Associate Salaries in Doral, FL

Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.). Communication Skills - The ability to communicate…

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

3 days ago

Actively engage in available training and education programs – including firm strategic priorities, professional development and staying current on policies,…

Daily review of Items for Attention (Margin calls, Tender Offers, etc). Prepare client correspondence for Financial Advisors’ following firm guidelines.

Have excellent customer service to members and guests, while building relationships that last. Answer phones, schedule appointments, and file documents.

Monitor capital calls, subscription activity, and redemption schedules for alternative investments. Partner to develop customized marketing and review books for…