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Financial Services Financial Advisor

Senior Wealth Management Client Services Specialist

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: City National Bank of Florida
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    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 is seeking a Wealth Management Services Specialist Senior to enhance client experience by providing operational and administrative support. You will collaborate with Wealth Advisors and Trust Officers to deliver excellent service, manage client accounts, and prepare essential documentation. The ideal candidate has 2-4 years of client service experience in financial services and strong communication skills.

This role supports onboarding new clients and ensuring compliance with financial regulations.
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Position Requirements
10+ Years work experience
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