Top 25 Registered client associate Jobs in Miami Beach, Fl

Private Wealth Management Registered Client Service Associate
Morgan Stanley —Miami, FL
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- Office
Client Service Associate
Stifel —Miami Beach, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Banco de Credito e Inversiones —Miami, FL
- Weekends as needed
- Mid-level
- Office
- Travel
Quick Apply
Registered Client Service Associate
Morgan Stanley —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- Office
Registered Client Service Associate - Bilingual Spanish/English
Morgan Stanley —Coral Gables, FL
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
12d
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
Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Bank of America —Miami, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL
JPMorganChase —Miami, FL
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Private Wealth Management Analyst - Bilingual: Spanish/English
Morgan Stanley —Miami, FL
- Email
- Spanish
- Computer literacy
- Writing skills
Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc. —Fort Lauderdale, FL
- Entry level
Quick Apply
10d
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
Fast Track Financial Sales Manager/Partner ***Local Candidates Only***
New York Life Insurance Company —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply
Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred
Bank of America —Miami, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
1d
Private Wealth Management Associate - CPA
Morgan Stanley —Coral Gables, FL
- Email
- CPA
- 5 years
- Computer literacy
Client Services Associate I
Amerantbank —Miramar, FL
- Spanish
- English
- Office
Quick Apply
Registered Wealth Management Client Associate - Bilingual Spanish Preferred
Bank of America —Coral Gables, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Client Services Associate II
Amerantbank —Miramar, FL
- Spanish
- English
- Mid-level
Quick Apply
Wealth Management Sales Associate
Jefferies & Company, Inc. —Miami, FL
- $75,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Research
Registered Wealth Management Client Associate- Bilingual Spanish
Bank of America —Fort Lauderdale, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel

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Private Wealth Management Registered Client Service Associate

Morgan Stanley -
Miami, FL

Apply Now

Job Details

Qualifications

Website maintenance
Managing customer accounts
Investment advisory support
Website management
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Business travel arrangements
Account maintenance
Writing skills
Zoom
Bank transfers
Filing
Money transfers
Client file management
Team scheduling
Scanning
Series 66
Mid-level
High school diploma or GED
Managing clients in a customer support role
Series 7
Digitization
Documentation tools
Expense reports
Managing clients in a finance role
Task prioritization
Bonds
Client services

Full Job Description

Job Description

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

DUTIES and RESPONSIBILITIES:

CLIENT SUPPORT:

Provide service coverage for a FA/PWA/team including:

Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Supporting the FAs / PWAs / teams’ marketing strategy (e.g., website maintenance)
Assist FAs / PWAs/ teams in delivering against their business plan and client service model
Remaining current on all policies, procedures, and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multitask
Goal oriented, self-motivated and results driven

Reports to:

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .

Apply Now

Refine Your Search

registered client associate jobs in miami beach, fl

Private Wealth Management Registered Client Service Associate

Sr. Registered Client Service Associate

Client Service Associate

Registered Client Service Associate

Registered Client Service Associate

Registered Client Service Associate - Bilingual Spanish/English

Senior Registered Client Service Associate (Hallandale Beach, FL)

Registered Private Wealth Client Associate - Bilingual Spanish Preferred

J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL

Private Wealth Management Analyst - Bilingual: Spanish/English

Registered Client Service Associate (Fort Lauderdale, FL)

Financial Advisor, Fast Track to Management - Career Transition

Fast Track Financial Sales Manager/Partner Local Candidates Only

Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred

Private Wealth Management Associate - CPA

Client Services Associate I

Registered Wealth Management Client Associate - Bilingual Spanish Preferred

Client Services Associate II

Wealth Management Sales Associate

Registered Wealth Management Client Associate- Bilingual Spanish

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