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Wealth Management Onboarding & Operations Associate

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Goldman Sachs
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading global investment firm in Miami is seeking an Associate in Sales Support to provide client service support for Private Wealth Management teams. The ideal candidate will assist in managing asset transfers, trades, and ongoing maintenance of client accounts while ensuring accurate documentation and operational efficiency. Responsibilities include onboarding high-net-worth clients and enhancing client satisfaction through process improvements and effective communication.

Licenses required include FINRA SIE, Series 7, and Series 66.
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Position Requirements
10+ Years work experience
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