Advisor Support Associate

Overview

Connecting clients to markets – and talent to opportunity

With 5,400+ employees and over 80,000 institutional, commercial, and payment (sic) clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq‑listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world‑class products and services to all types of investors.

Institutional
:
Immerse yourself in the best‑in‑class institutional‑grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

• Partners with the Regional Managers to complete requests from advisors
• Review documents received from representatives to ensure complete and accurate data can be processed by Home Office Operations.
• Monitor daily notifications from Compliance and Operations then route them to the appropriate financial advisor for advisement
• Processes money movement for client accounts
• Research and resolve operational or account related issues
• Provide professional customer service over the phone and via e‑mail
• Act as liaison between home office and representatives
• Maintains prompt and regular communication with stakeholders
• This list of duties and responsibilities is not intended to be all‑inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

• Must speak Spanish fluently. (Portuguese fluency is a plus)
• Associate or Bachelor’s degree is preferred, or equivalent combination of education and work experience.
• Experience in the financial services industry a plus
• Strong written and oral communication skills
• Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.
• Excellent organizational and time management skills
• Ability to adhere to strict timelines.
• Intermediate to advanced computer skills including Microsoft Office
• Must be authorized to work in the US for any employer.
• Candidates graduating after December 2025 will not be considered.
• This onsite entry‑level role in Miami, FL offers compensation typical for entry‑level financial services positions in the region.