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Financial Services Financial Advisor

Wealth Management Client Services Specialist

Job in Miami Beach, Miami-Dade County, Florida, 33119, USA
Listing for: PowerToFly
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is looking for a Registered Client Service Associate in Miami Beach, FL. The ideal candidate will provide exceptional support to Financial Advisors and clients, manage client interactions, and assist with onboarding new accounts. Applicants should have strong interpersonal skills, financial services knowledge, and proficiency in Microsoft Office. A high school diploma is required, while a college degree and financial certifications are preferred.

Join a team that values service excellence and client first mindset.
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