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Wealth Management Financial Services Financial Advisor

Wealth Management Client Onboarding & Services Lead

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: City National Bank
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial institution in Miami seeks a motivated Wealth Management Services Specialist Senior to enhance client experiences through operational and administrative support. This role involves onboarding clients, managing accounts, and collaborating with Wealth Advisors. Candidates should have 2-4 years of client service experience in financial services and a strong understanding of wealth and banking products. Excellent communication skills and proficiency in Microsoft software are essential.

This position offers growth opportunities within wealth management.
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