Miami, Florida, United States · On-site
ABOUT BCI Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one…
Skills: Investment management, Customer service, KYC/AML compliance, Salesforce, Portfolio rebalancing
Miami, Florida, United States · On-site
$152k–$221k/yr
Minimum qualifications: Bachelor’s degree or equivalent practical experience. 10 years of experience with cloud native architecture in a customer-facing or support role. Experience with AI agent orchestration frameworks …
Skills: Cloud Native Architecture, AI Agent Orchestration, LangGraph, CrewAI, AutoGen
Miami, Florida, United States · Hybrid
About Citco: For more than 75 years, we have been at the forefront of the corporate services industry, serving dynamic companies with sharp thinking, foresight, and unmatched expertise. That tradition continues today and…
Skills: Business development, Entity management, Salesforce, Communication skills, Presentation skills
Miami, Florida, United States · Remote OK
SENIOR ACCOUNT EXECUTIVE – INSURANCE Alert Labs Waterloo, Ontario | Cross-Border Role (Canada & United States) This role can be based in either Waterloo, Ontario or in the following US states (FL, GA, NC, MN, IA, TX) Ale…
Skills: B2B Sales, Insurance Industry Expertise, Strategic Sales Planning, Account Development, Solution-based Selling
Miami, Florida, United States · Hybrid
$29/hr–$33/hr
Fashion Advisor, Miami Design District: At CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increase…
Skills: Client service, Fashion expertise, Sales, Client retention, Relationship building
Miami, Florida, United States · On-site
YOUR OPPORTUNITY As a Market Manager, you will guide your market to deliver sales goals and objectives within territory and key customer accounts with excellence. You will gain exposure to different elements of the sales…
Skills: Sales Strategy, Account Management, Relationship Building, Financial Acumen, Market Analysis
Miami, Florida, United States · On-site
Job Context Ready to lead a high-growth sales motion and earn at the highest level? As Senior Director, Sales Specialists, you will own the overarching product expertise and cross-selling engine across Simpro Group’s glo…
Skills: Sales Leadership, Revenue Forecasting, Pipeline Management, Cross-selling, Talent Development
Miami, Florida, United States · On-site
$13/hr–$18/hr
Salary Range $13.00 - $18.00* Job Description: We’re Hiring at Saks Fifth Avenue Brickell City Center! Join us for an exciting Hiring Event and take the next step in your career. Location: Brickell City Centre, 81 SW 8th…
Skills: Luxury fashion, Customer relations, Sales, Personalized service, Retail
Miami, Florida, United States · Remote OK
Saluda Medical is a commercial‑stage medical device company focused on developing treatments for chronic neurological conditions using its novel closed‑loop neuromodulation platform. The company’s proprietary technology …
Skills: Clinical support, Neuromodulation, Spinal cord stimulation, Operating room support, Technical training
Miami, Florida, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Book of business, Client relationship building, Credit processes, Credit products, Customer engagement
Miami, Florida, United States · On-site
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascin…
Skills: Communication, Critical thinking, Problem solving, Customer-focused, Persuasion
Tropic Supply, Inc.Miami, Florida, United States · On-site
Job DetailsJob Location: T07 Mid Miami - Miami, FL 33142Position Type: Full TimeEducation Level: High SchoolTravel Percentage: NoneJob Shift: DayJob Category: SalesCounter Sales Representative, HVAC and Refrigeration The…
Skills: Customer service, Sales, Product knowledge, Inventory management, Order entry
Miami, Florida, United States · On-site
Job Description What is a Retail Parts Pro? Professional level sales position capable of supporting advanced functions of the DIY business. The role has expert knowledge of store systems, advanced automotive system knowl…
Skills: Automotive systems knowledge, Diagnostic equipment, Parts lookup, Sales, Customer service
Miami, Florida, United States · On-site
Job Context Many businesses in our customers' world run on tight profit margins — around 5% on average. We've built integrated Payment solutions to change that. We're not asking you to squeeze more money from customers —…
Skills: SaaS, Technical Sales, Sales Engineering, Field Service Management, Payments
Fort Myers, Florida, United States · On-site
For more than 70 years, MasterBrand has been shaping the places where people come together, enriching lives and creating meaningful memories for our customers. We are the #1 manufacturer of residential cabinets in North …
Skills: Sales, Relationship Building, Product Training, Mentoring, Customer Service
Miami, Florida, United States · On-site
Overview The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adher…
Skills: Customer Service, Cash Handling, Sales, Banking Operations, Cross-selling
Miami, Florida, United States · On-site
$75k–$95k/yr
Overview Field Sales Representative - Excavation Roto-Rooter is seeking Field Sales Representatives for our Excavation department. We offer an opportunity for sales professionals to pursue pre-qualified leads from our fi…
Skills: Outside sales, Customer service, Communication, Sales closing, Plumbing knowledge
Miami, Florida, United States · On-site
$65k–$102k/yr
Meta's Global Business Group is looking for a Client Solutions Manager to support advertisers in leveraging Meta's advertising platform to achieve their business objectives. In this role, you will work alongside sales pa…
Skills: Performance Marketing, Digital Media, Account Management, Data Analysis, Media Strategy
Miami, Florida, United States · Remote OK
WHO WE ARE Come join the company reinventing data security, empowering businesses to realize the full potential of their data. As the leading data security platform purpose-built for the cloud era, Cyera’s mission is to …
Skills: Field marketing, Channel marketing, Demand generation, Event management, Pipeline development
Miami, Florida, United States · On-site
$22/hr–$25/hr
Since 2015, Mejuri has reimagined what fine jewelry can be in a modern world—shifting it from a traditional gift to to a personal choice rooted in self-expression. Founded by third-generation jeweller Noura Sakkijha, the…
Skills: Customer service, Team leadership, Retail operations, Inventory management, KPI management
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The Registered Client Service Associate provides administrative and operational support to Financial Advisors while managing client inquiries and performing sales activities for banking and investment products. They are responsible for account onboarding, KYC/AML compliance, trade processing, and maintaining accurate client records.
Candidates must have at least 5 years of investment experience in International Wealth Management and hold a Series 7 license. A bachelor's degree is required, along with intermediate to expert proficiency in Microsoft Office and banking applications.
ABOUT BCI
Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than
10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries.
Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.
The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding to new and existing affluent customers.
They will assist Bankers/Financial Advisors and clients with administrative and operational support as core activities. However, the R-CSA will also perform sale activities utilizing banking, investments and credit products, primarily to contribute to the teams’ goals.
The duties of the position include, but are not limited to, the following:
Investments Side:
Back up to the Financial Advisors / International Relationship Managers, ability to process their trades and prepare their investment proposals.
Know how to explain investment proposals and assist in the rebalancing of portfolios controlling the suitability aspects of each client.
Knowledge of ACATS in the transfer of assets between Broker Dealers
Gather and process new accounts and KYC documentation as well as maintain existing client information.
Maintain Salesforce Pipeline report updated and ready to deliver detailed information in weekly or ad hoc team meetings.
Work with KYC/AML Team to assist with the creation and maintenance of the Client Risk Framework using information provided by RM/FA from client visits.
Prepare client correspondence for RM’s/FA’s following firm guidelines.
Bank Side:
Communicate regularly with clients and provide full customer service, both proactively and on demand. Full responsibility over IPB unit communications and channels, prepare information for customers and resolve customer inquiries and requisitions regarding operational issues with the team.
Process account onboarding in the Bci Miami side from beginning to end, including help with processing thru Compliance.
Commercial onboarding of new clients: debit card and checkbook requests and OB registration and follow up / management of Welcome Email sent.
Open cases for Online Banking Registration for new accounts and follow up until concluded and maintain log up to date
Answer customers or RM’s inquiries on status of OB registration: search on system and if customer is not registered then open a case for registration.
BSA Radar management and completion for new account onboarding and maintenance of existing clients
Complete Maintenance Requests from beginning to end, eg: Follow up on changes in customers contact and mailing information, ensure proper follow up and updated on system (maintenance), complete necessary forms,followup onAS400
Manage any request from Documentation dept to Front Office and complete any requests with the help of the banker.
Manage W8 annual projects, and finalize it by November of each year with 100% completion (Project includes: obtaining list, and actively working on getting W8’s signed and filled out by customers
Wire transfers, process call back wire transfer instructions, transfer funds, and maintain wire transfer logs.
Renewal and issue CD’s, follow- up maturity dates renewals, open and close.
Sends in check book orders, re-orders to be processed and follow up on status.
Answer phone calls and email inquiries (internal and external customer)
Deposit checks received by mail.
Deposit batches changes in CD’s
Inactive account activations
Monitor new accounts and funding, inform respective officer.
Debit card and Credit card support: Follow up when required on disputes and requests (i.e..: sing in, online transfers)
Process Collateral Requests from Home office and credit dept (Amex paperwork)
Follow up and maintenance on customer inquiries and complaints (Maintain LOGs up to date)
Maintain complaint and error logs updated.
Coordinate between Personal Banking, Documentation and or Compliance follow ups
Support customers with credit card inquiries or making / participating in conference calls of customers with AMEX
Return Mail handling and updating address with client, and closing case with Reception/ Documentation
General Support:
Attend to Walk in Customers
Respond to client inquiries and resolve various problems.
Initiate account investigations as needed.
Ensure compliance with all legal and regulatory requirements.
Alerts and Compliance information requests
Excellent communication skills, critical, customer service and problem-solving skills
Strong interpersonal and team-building skills
Detailed oriented and able to manage multiple tasks effectively.
Ability to work independently and in a fast-paced environment.
Ability to understand, speak, read and write English and Spanish
Ability to prepare presentations, team reports and manage excel.
Effectively speaking before groups of customers or employees
Assume evolving duties and responsibilities of position.
Work all hours required to fulfill job duties and responsibilities (including, weekends, evenings and holidays as needed)
Travel as required.
Provide coverage for other positions as requested.
Ability to carry and lift boxes and objects that may weigh between 10 and 25 pounds.
Perform additional duties and responsibilities as assigned by management.
In the performance of their duties, all Bci - Miami Branch staff members are required to comply with all state and federal regulatory and legal requirements, including the Bank Secrecy Act, the Federal Election Campaign Act of 1979, the Foreign Corrupt Practices Act, and the Bank Bribery Amendments Act. Additionally, all staff members must comply with the Bci’s Personnel Manual and Code of Ethics and other policies of Bci which are either currently in place or which may become effective during the staff member’s employment.
Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications.
EDUCATION:
Bachelor’s degree in a related field or equivalent combination of coursework and work experience.
License Series 7 required
Licenses Series 66 or 63/65 preferred
Licenses must be maintained current and in good standing
At least 5 years of investment experience in International Wealth Management and knowledge in Investments and Bank Products.
Porque el mundo que nos rodea se actualiza constantemente, porque tu decides hacer tu vida más simple: para entretenerte, para compartir con tu familia o para moverte por la ciudad. En Bci evolucionamos junto a ti, en este mundo donde todo se transforma una y otra vez, con soluciones que harán tu vida más simple. Te invitamos a vivir positivamente este gran cambio para que sigamos evolucionando juntos. Únete a nuestro equipo en www.trabajaenbci.cl y #SeamosDiferentes
Offices: 125, Las Condes, Santiago - Región Metropolitana, CL · Avenida El Golf 125, Las Condes, Santiago Metropolitan 7550000, CL
There are currently 1,526 open sales positions in Miami, FL listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Ulta Beauty, Macy's, Symmetry Financial Group, Advance Auto Parts, Saks Fifth Avenue, among others. Browse the listings above to see every active employer.
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