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Bilingual

Wealth Management Client Associate: Onboarding & Support

Job in Coral Gables, Miami-Dade County, Florida, 33114, USA
Listing for: Amerant Bank
Full Time position
Listed on 2026-01-13
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial institution located in Coral Gables, FL is seeking an individual to support Wealth Management Advisors. In this role, you will assist in account opening, ensure KYC updates, and provide outstanding customer service. Ideal candidates should possess an Associate's degree, be bilingual in English and Spanish, and have at least 1 year of experience in a similar position. Strong organization skills and proficiency in MS Office are required.

The position offers an opportunity to grow in a dynamic financial environment.
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Position Requirements
10+ Years work experience
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