Wealth Client Service Associate – International
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-05-28
Listing for:
ReKruiting Advisors LLC.
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Registered CS
The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.
Responsibilities
- Back up to the Financial Advisors / International Relationship Managers, ability to process their trades and prepare their investment proposals.
- Know how to explain investment proposals and assist in the rebalancing of portfolio controlling the suitability aspects of each client.
- Knowledge of ACATS in the transfer of assets between Broker Dealers.
Qualifications
- At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products.
- Bachelor’s degree in a related field or equivalent combination of coursework and work experience.
- Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing.
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×