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Wealth Management Client Services Associate
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-09-03
Listing for:
Amerant
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Bilingual
Job Description & How to Apply Below
Amerant is seeking a Client Services Associate to support Wealth Management Advisors (RM/IC) in Florida. The role involves handling customer inquiries, updating KYC and profiles, and assisting with onboarding and account openings for banking, investments and trust services.
Qualified candidates will have a 1-year background supporting Wealth Management Advisors, be fully bilingual English/Spanish, and proficient with MS Office.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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