Private Client Services Jobs in Miami, FL

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Client Relationship Associate  

Henley & Partners - The Firm of Global Citizens® - Miami, FL, United States

to assist the client with meeting the requirements of their application process. Qualifications +3 years' experience of account management within investments, insurance, private bank or wealth management

from: linkedin.com - 7 days ago

Litigation Attorney  

Trustpoint One - Miami, FL, United States

as private arbitration - Handle in-person appearances at court hearings, depositions, settlement conferences and client meetings - Draft pleadings, discovery and other litigation documents, assist

from: linkedin.com - 16 days ago

Wealth Relationship Manager- SAFE ACT Bayfront, FL  

Citi - Miami, United States (+1 location)

. Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage $72,880.00 - $109,320.00

from: efinancialcareers.com - 9 days ago

International Banker  

City National Bank of Florida - Miami, FL, United States

. The International Banker is expected to deliver the highest level of client service to the client base while adhering to the Bank's BSA/AML, Compliance and Policies and Procedures, responding to all client requests

from: linkedin.com - 16 days ago

Life Insurance Processor/Underwriter  

Equitable - Miami, FL, United States

multiple deadlines simultaneously Interpersonal and customer service skills are required when meeting with and interviewing potential clients Strong computer skills and ability to use necessary software

from: linkedin.com - 17 days ago

Managing Director, Client Development (Private Equity)  

Synergy Management Group - Miami, United States

consulting services to institutional investors (private equity & venture capital), portfolio companies, and growing businesses across various industries. We partner with our clients to evaluate, design

from: zoho.eu - 4 days ago

Client Services Specialist  

City National Bank of Florida - Miami, Florida

Overview: Responsible for meeting the servicing needs and expectations of the large Corporate, Real Estate, Business Banking, and Private Client Group clients through the integrated delivery

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from: resume-library.com - 9 days ago

Relationship Manager, LatAm - Director  

Deutsche Bank - Miami, United States

of existing client relationships. Maintain ongoing client satisfaction. Maintain Private Banking standards for Service Quality. Identify client issues and escalate to management as appropriate. Provide salary range for this position in Miami is $160,000 to $300,000

from: efinancialcareers.com - 25 days ago

Private aviation advisor  

Israjets - Fort Lauderdale, FL, United States

inbound requests for urgent charters virtually 24/7 Manage and grow the existing client base through relationship-building and exceptional service delivery. Collaborate with marketing and other teams

from: linkedin.com - 17 days ago

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Associate Portfolio Manager  

CV Advisors LLC - Aventura, FL, United States

leverage to PM’s time and to make certain that client needs are met. Position requirements include: 5+ years work experience in financial services required (private banking, buy-side analyst, client services

from: linkedin.com - 6 days ago


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