Client Services Associate
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
Miami, FL · On-site
$75K - $122K/yr
Product Support Associate Country: United States of America It Starts Here: Santander is a global ... SICAV Settlement Manage and reconcile daily SICAV trade settlements (equities, fixed income, and ...
Miami, FL · On-site
$75K - $122K/yr
Product Support Associate Country: United States of America It Starts Here: Santander is a global ... SICAV Settlement Manage and reconcile daily SICAV trade settlements (equities, fixed income, and ...
Coconut Grove, FL · On-site
$76K - $130K/yr
The Associate applies independent judgment in executing assigned audit procedures, identifying ... Fixed Income, Securitization, FX, Rates, Derivatives, Leveraged Finance, and related lending and ...
Coconut Grove, FL · On-site
$76K - $130K/yr
The Associate applies independent judgment in executing assigned audit procedures, identifying ... Fixed Income, Securitization, FX, Rates, Derivatives, Leveraged Finance, and related lending and ...
Miami, FL · On-site
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
Miami, FL · On-site
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
$50K - $70K/yr
The Client Services Associate is a developing professional role. This role identifies policy and ... fixed income maturities, settled free cash, reorganization notices, performance reporting ...
Miami, FL · On-site
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Miami, FL · On-site
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Proactively monitor and take action to correct fixed income maturities and client overdrafts based ... the Associate Client Advisor is expected to stay up to date on economic and market trends by ...
Miami, FL · On-site
... fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients Operating Addepar, the data aggregation and reporting system used for ...
Quick apply
Miami, FL · On-site
... fixed income and equity securities, derivatives, structured notes, and foreign exchange to Relationship Managers and clients Operating Addepar, the data aggregation and reporting system used for ...
This role requires associates to work in person at a First Horizon Bank location within the bank ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
This role requires associates to work in person at a First Horizon Bank location within the bank ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Miami, FL · On-site
Develop and deliver training to associates on product features, benefits, updates, and sales ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Miami, FL · On-site
Develop and deliver training to associates on product features, benefits, updates, and sales ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Fort Lauderdale, FL · Hybrid
$65K - $75K/yr
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income. Company Benefits & Perks
Fort Lauderdale, FL · Hybrid
$65K - $75K/yr
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income. Company Benefits & Perks
Fort Lauderdale, FL · Hybrid
$13.75 - $17.25/hr
In-depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange, and fixed income. * Working knowledge of various exchange ...
Fort Lauderdale, FL · Hybrid
$13.75 - $17.25/hr
In-depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange, and fixed income. * Working knowledge of various exchange ...
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Pinecrest, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Pinecrest, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Coral Gables, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Coral Gables, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Miami, FL · On-site
Advance knowledge of commercial real estate, fixed income, and general financial concepts ... The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be ...
Miami, FL · On-site
Advance knowledge of commercial real estate, fixed income, and general financial concepts ... The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be ...
Miami, FL · On-site
Advance knowledge of commercial real estate, fixed income, and general financial concepts ... The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be ...
Miami, FL · On-site
Advance knowledge of commercial real estate, fixed income, and general financial concepts ... The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be ...
Pinecrest, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
Pinecrest, FL · On-site
... clients, communities and associates unlock their full potential with capital and counsel ... fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation ...
$7.59 - $9.43
2% of jobs
$9.43 - $11.27
13% of jobs
$12.35 is the 25th percentile. Wages below this are outliers.
$11.27 - $13.11
18% of jobs
The median wage is $14.11 / hr.
$13.11 - $14.94
32% of jobs
$16.17 is the 75th percentile. Wages above this are outliers.
$14.94 - $16.78
16% of jobs
$16.78 - $18.62
11% of jobs
$18.62 - $20.46
4% of jobs
$20.46 - $22.30
1% of jobs
$22.30 - $24.14
1% of jobs
$24.14 - $25.98
1% of jobs
$25.98 - $27.82
1% of jobs
$7
$15
$27
| Aspect | Fixed Income Associate | Equity Research Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, often CFA Level I or II | Bachelor's degree, often CFA Level I or II |
| Work Environment | Bond markets, fixed income securities, investment banks, asset managers | Stock markets, equity securities, investment banks, asset managers |
| Employer & Industry Usage | Financial institutions focusing on bonds and debt instruments | Research firms, investment banks analyzing stocks |
| Common Search & Comparison | Yes | Yes |
The main difference between a Fixed Income Associate and an Equity Research Associate lies in the securities they analyze and their work focus. Fixed Income Associates specialize in bonds and debt instruments, working primarily in bond markets and related financial institutions. Equity Research Associates focus on stocks and equity securities, analyzing companies' stock performance. Both roles require similar educational backgrounds and certifications, but their industry focus and daily tasks differ significantly.

$50K - $70K/yr
Other
Medical, Dental, Vision, Life, Retirement, PTO
Posted 17 days ago
The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:
High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly
Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years relevant experience
Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
Strong Communication Skills
Proficient in Microsoft Office Suite
Education:
Job Family Group:
Private Client Coverage
Job Family:
Client Services
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Full Time Salary Range:
$50,600.00 - $70,600.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
May 28, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.