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Wealth Management Client Specialist
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-09-04
Listing for:
Amerant Bank
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Amerant Bank in Coral Gables, FL seeks a Client Services Associate to provide front-line support to Wealth Management Advisors and clients. You will handle KYC updates, account openings, changes, wires, and onboarding, while coordinating calendars and office tasks.
The role requires bilingual English/Spanish communication, strong MS Office skills, and a proactive, service-oriented approach. Prior Wealth Management support is a plus.
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