Client Associate
Not Disclosed•Full-TimeOn-site
location_on756, Alhambra Circle, Coral Gables, Miami-Dade County, Florida, 33134, United States
About the Role
The Client Services Associate serves as a vital support pillar for Wealth Management Advisors, enabling them to effectively develop and service banking, investment, and trust customers. This role is designed to handle the operational and transactional backbone of client interactions, ensuring a seamless experience from account opening to ongoing profile management.
In this position, you will act as the primary liaison between clients and Wealth Management Operations. Your day-to-day involves guiding customers through complex account opening processes, ensuring all documentation is complete and compliant, and managing critical updates to client profiles, including KYC, investment profiles, and tax forms. You will also provide direct customer service by screening calls, resolving queries, and facilitating various account services such as wire transfers, multi-currency setups, and account registration changes.
Beyond client-facing duties, you will support advisors with administrative tasks like calendar management and trip coordination, while maintaining rigorous compliance with regulations such as the BSA, USA Patriot Act, and OFAC. Success in this role requires a proactive commitment to staying current on market news, financial products, and internal policies through active participation in training and product meetings.
Work location
Work model: On-site
756, Alhambra Circle, Coral Gables, Miami-Dade County, Florida, 33134, United States
Coral Gables, Florida
Key Responsibilities
- check_circleAct as primary liaison with Wealth Management Operations and participate in special projects
- check_circleProcess account changes, wire transfers, deposits, and setup of multi-currency capabilities
Similar Job Opportunities
Skills, education and keywords
Skills: MS Office, English, Spanish, NMLS.
Education: Associate's degree in finance or business administration preferred.
Frequently asked questions about Client Associate at Amerant Bank
What does a Client Associate at Amerant Bank do?expand_more
A Client Associate at Amerant Bank is responsible for the following: Act as primary liaison with Wealth Management Operations and participate in special projects; Process account changes, wire transfers, deposits, and setup of multi-currency capabilities; Assist with the account opening process by attending meetings and ensuring file completeness; and Screen customer calls and resolve queries related to account profiles and transfers.
What are the requirements for this Client Associate role?expand_more
To qualify for the Client Associate at Amerant Bank position, applicants should have: Associate's degree in finance or business administration preferred; 1 year of experience supporting Wealth Management Advisors; NMLS registration or willingness to register; FBI Criminal Background and credit check passed; Fully bilingual (English/Spanish) fluent; and Experienced PC user with strong command of MS Office applications.
Where is the Client Associate role at Amerant Bank located?expand_more
Client Associate at Amerant Bank is based in 756, Alhambra Circle, Coral Gables, Miami-Dade County, Florida, 33134, United States. This is a on-site role.