Top 469 Senior client advisor Jobs in Aventura Fl

Senior Client Advisor - Brickell
Seacoast Bank —Miami, FL
- Weekends as needed
- Office
- High school diploma or GED
- Mentoring
Quick Apply
Talent Business Advisor Senior Associate
Crowe —Fort Lauderdale, FL
- $59,500 - $118,000 a year
- Full-time
- Remote
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
Senior Financial Advisor
Current —Aventura, FL
- $150,000 - $600,000 a year
- Full-time
- Remote
- Business development
- Mentoring
- Senior level
- Disability insurance
- Health insurance
Architectural Senior Project Manager
CPZ Architects, Inc. —Fort Lauderdale, FL
- $120,000 - $140,000 a year
- Full-time
- Civil engineering
- 5 years
- 8 years
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Client Associate
Edwards Asset Management —Fort Lauderdale, FL
- $65,000 - $85,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Account Manager - Miami
Unimed Maritime Solutions —Doral, FL
- Full-time
- Computer literacy
- Mid-level
- Contracts
Quick Apply
3d
Manager, Finance
Seminole Hard Rock Support Services —Davie, FL
- Full-time
- Microsoft Outlook
- Writing skills
- Office
Quick Apply
Fiduciary Risk Officer
MJ Boyd Consulting —Miami, FL
- Microsoft Excel
- 5 years
- Office
Quick Apply
Senior/Chief Engineer
Metric Engineering —Florida
- $90 - $120 an hour
- Part-time
- Remote
- Quality control
- Mentoring
- Senior level
Financial Advisor, Fast Track to Management - Career Transition
New York Life —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Senior Commercial Insurance Sales Agent
Renegade Insurance —Lauderdale Lakes, FL
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health savings account
- Disability insurance
Quick Apply
Manager, Transaction Advisory
Forvis Mazars —Fort Lauderdale, FL
- Full-time
- Microsoft Excel
- CPA
- 3 years
Quick Apply
Financial Advisor
Brady Financial —Miami, FL
- From $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid training
- 401(k)
Quick Apply
Preneed Insurance Agent (1099)
Integrity —Florida
- Call employer
- No experience needed
- Entry level
- Under 1 year
- Flexible schedule
Quick Apply
9d
In-House Legal Counsel / Senior Corporate Counsel – Construction
HV Talent Group —Doral, FL
- $125,000 - $225,000 a year
- Full-time
- Spanish
- 7 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
2d
Environmental Principal (Assessment & Remediation)
ECS Ltd —Miami, FL
- 11+ years
- Master's degree
- Bachelor's degree
Senior Manager, Business Tax Services - Private Clients
KPMG —Miami, FL
- Full-time
- CPA
- 8 years
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James Financial, Inc. —Hallandale Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Experienced Talent Acquisition Senior Recruiter
Crowe —Fort Lauderdale, FL
- $65,000 - $128,500 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
2d
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
10d

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Senior Client Advisor - Brickell

Seacoast Bank -
Miami, FL

Quick Apply

Job Details

Qualifications

Customer communication
High school diploma or GED

Full Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Relationship Building

Exhibit consistent relationship building including, but not limited to:

- Prepare for various customer interactions
- Build rapport
- Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers
- Match customer needs to Seacoast Bank products and services
- Confidently and proficiently explain Seacoast Bank products and services to customers
- Proven ability to create and enhance relationships based on customer needs
- Ask for referrals from new and existing customers
- Exhibit good listening skills and speak clearly and persuasively in positive or negative situations.

Respond promptly to customer needs and requests for service.
Quickly seek out appropriate people in more complex financial matters.
Able to balance business needs with customer requests while managing potential risk to bank.
Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation.
Participate in community, charitable or civic events.
Deliver presentations regarding banking products/services through networking events.
Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships.
Maintain an active NMLS registration status.
Exhibit high proficiencies in all consumer deposit and lending products and processes. Has the ability to mentor other associates.
Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes.
Exhibit high proficiency in outbound calling process. Has the ability to mentor other associates.
Highly effective with proven track record in identifying referral opportunities with internal business partners.
Ability to source Treasury Management solutions and services and small business lending needs.
Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes
Assist leadership team by processing applications to meet the needs of small business customers.

Operations

Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed.
Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies.
Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services.
Balance cash drawer daily and monitors own work for accuracy.
Follow instructions and responds to management direction to help resolve more difficult customer objections, and solves problems in a timely and positive manner to retain the customer relationship.
Adhere to Seacoast Bank’s Code of Conduct.
Follow all safety and security procedures.
May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence.

EDUCATION and/or EXPERIENCE:

High School Diploma or equivalent required.
Minimum of 6 months cash handling experience preferred.
College degree preferred.
4+ years in financial services experience required.
Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
Able to work independently and exercise a high degree of initiative.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
Active NMLS or 2+ years lending experience required.

#LI-MG1

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

senior client advisor jobs in aventura fl

Senior Client Advisor - Brickell

Talent Business Advisor Senior Associate

Senior Financial Advisor

Architectural Senior Project Manager

Wealth Management Client Associate

Account Manager - Miami

Manager, Finance

Fiduciary Risk Officer

Senior/Chief Engineer

Financial Advisor, Fast Track to Management - Career Transition

Senior Commercial Insurance Sales Agent

Manager, Transaction Advisory

Financial Advisor

Preneed Insurance Agent (1099)

In-House Legal Counsel / Senior Corporate Counsel – Construction

Environmental Principal (Assessment & Remediation)

Senior Manager, Business Tax Services - Private Clients

Senior Registered Client Service Associate (Hallandale Beach, FL)

Experienced Talent Acquisition Senior Recruiter

Associate Client Advisor

I want to receive the latest job alert for senior client advisor in aventura fl

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