Top 69 Brokerage associate Jobs in Miami, Fl

Client Service Associate
Stifel —Miami Beach, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Acquisitions Analyst
Fifteen Group Capital, LLC —Miami, FL
- $95,000 - $105,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Treaty Reinsurance Associate (Latin America & Caribbean)
Lockton, Inc. —Miami, FL
- Full-time
- Spanish
- Writing skills
- Mid-level
- Wellness program
- Paid parental leave
10d
IPB - Trade Execution Desk - Associate
JPMorganChase —Miami, FL
- $110,000 - $140,000 a year
- Full-time
- Spanish
- 5 years
- Computer literacy
- Health insurance
- Tuition reimbursement
Associate
ACG Professionals —Miami, FL
- Full-time
- Writing skills
- Mid-level
- 3 years
Customs Entry Writer
OEC Group —Miami, FL
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Risk Specialist II - EDD
First Horizon Bank —Miami Lakes, FL
- Full-time
- Research
- Mid-level
- Office
- Wellness program
- Health savings account
Quick Apply
7d
Managing Broker
Berkshire Hathaway HomeServices Florida Realty —Fort Lauderdale, FL
- $70,000 - $75,000 a year
- Urgently hiring
- 6 years
- Management
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Real Estate Attorney
CLOSED Title —Fort Lauderdale, FL
- $60,000 - $80,000 a year
- Overtime
- Hospitality
- Spanish
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
1d
Real Estate Acquisition Associate
Confidential —Miami, FL
- $110,000 - $145,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
6d
Foreclosure Relief Team at JFA Realty
Great Florida Lending Inc. —Miami, FL
- $60,000 - $400,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Real Estate License
- Profit sharing
- Professional development assistance
Quick Apply
Real Estate Agent
The Keyes Company —Miami, FL
- $50,000 - $150,000 a year
- Part-time
- Mid-level
- Residential
- Real Estate License
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Fort Lauderdale, FL
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
15h
Agent
Homevest —Florida
- Sales
- Mid-level
- Real Estate License
2h
Area Leasing Consultant I
Windsor Communities —Miami, FL
- $21.38 - $26.72 an hour
- Full-time
- 1 year
- Entry level
- Paid parental leave
- Paid holidays
Quick Apply
Real Estate Lead Generation Associate
DEZER DEVELOPMENT LLC —Sunny Isles Beach, FL
- Part-time
- Google Workspace
- Marketing
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
IPB - Associate Investor - LATAM South
JPMorganChase —Miami, FL
- Full-time
- Spanish
- Microsoft Excel
- English
- Health insurance
- Tuition reimbursement
7d
Real Estate Analysis
Sand Lake Realty —Fort Lauderdale, FL
- Full-time
- Writing skills
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc. —Fort Lauderdale, FL
- Entry level
Quick Apply
Talent Development Consultant
First Horizon Bank —Miami, FL
- Full-time
- Mid-level
- Analysis skills
- In-person
- Wellness program
- Health savings account
Quick Apply
13h

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Client Service Associate

Stifel -
Miami Beach, FL

Apply Now

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

High school diploma or GED

Full Job Description

Why Stifel:

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing:

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).

What We're Looking For:

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring:

Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience:

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience

Licenses & Credentials:

FINRA Series 7 and 66 or 63/65 preferred

About Stifel:

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Apply Now

Refine Your Search

brokerage associate jobs in miami, fl

Client Service Associate

Acquisitions Analyst

Treaty Reinsurance Associate (Latin America & Caribbean)

IPB - Trade Execution Desk - Associate

Associate

Customs Entry Writer

Risk Specialist II - EDD

Managing Broker

Real Estate Attorney

Real Estate Acquisition Associate

Foreclosure Relief Team at JFA Realty

Real Estate Agent

Private Equity Investment Sales Associate

Agent

Area Leasing Consultant I

Real Estate Lead Generation Associate

IPB - Associate Investor - LATAM South

Real Estate Analysis

Registered Client Service Associate (Fort Lauderdale, FL)

Talent Development Consultant

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