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Client Services Associate: Wealth Management Support

Job in Coral Gables, Miami-Dade County, Florida, 33114, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A global financial services firm in Coral Gables seeks a Registered Client Service Associate to support financial advisors and deliver exceptional client service. This role involves building trusted relationships with clients, facilitating transactions, and assisting with client inquiries. Candidates should have a high school diploma, with a preference for a college degree, and possess strong organizational and interpersonal skills. The firm offers opportunities for professional growth and licensure.
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Position Requirements
10+ Years work experience
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