Amerantbank | Client Associate FL | miami, fl
4 days ago
The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.
Duties and responsibilities include:
- Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
- Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process
- Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
- Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
- Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc.
- Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
- Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
- Acts as backup as needed for other CAs
- In order to fulfill duties with expected level of competency, incumbent must demonstrate:
o Ability and eagerness to learn.
o Verbal, written and interpersonal skills.
o Customer service orientation.
o Organization skills (archiving, tracking, follow-up)
Minimum Education and/or Certifications Requirements:
Associate's degree in finance or business administration preferred.
*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Minimum Work Experience Requirements:
1 year of experience supporting Wealth Management Advisors
Technical and/or Other Essential Knowledge:
Fully bilingual (English/Spanish) – Fluent, including writing
Experienced PC user with strong command of MS Office applications
-
FL Cafe | Kitchen Chef | miami, fl
2 weeks ago
miami, United States FL Cafe Full timeCompany Description We suggest you enter details here. Role Description This is a full-time on-site role for a Kitchen Chef at FL Cafe in Miami Beach, FL. The Kitchen Chef will be responsible for overseeing the daily operations of the kitchen, preparing and cooking meals, creating new menus, managing kitchen staff, and ensuring food safety standards are met....
-
Home Health Nurse
2 weeks ago
Miami, Florida, United States Maxicare Select - Miami, FL Full timeJob Title: Home Health Nurse - Miami, FLAbout Us:Maxicare Select, Inc. is a licensed and accredited worker's compensation and private duty home health agency serving the South Florida area with quality home health care services. Our company values its people and prioritizes their well-being.Estimated Salary: $80,000 - $120,000 per yearResponsibilities:Visit...
-
miami, United States The People Of Full timeCorporate M&A Associate – Miami, FLCorporate/Mergers & Acquisitions AssociateVacancy: Corporate/Mergers & Acquisitions Associate Experience: 2 to 4 Years Firm: Am 100 Law Firm Location: Miami, FLWe are representing a prestigious law firm in their search for a talented Corporate M&A Associate to join their growing Miami office. This is a unique opportunity...
-
miami, United States The People Of Full timeCorporate M&A Associate – Miami, FLCorporate/Mergers & Acquisitions AssociateVacancy: Corporate/Mergers & Acquisitions Associate Experience: 2 to 4 Years Firm: Am 100 Law Firm Location: Miami, FLWe are representing a prestigious law firm in their search for a talented Corporate M&A Associate to join their growing Miami office. This is a unique opportunity...
-
Customer Service Ambassador
2 weeks ago
Miami, Florida, United States Miami, FL Full timeJob OverviewWe are seeking a Customer Service Representative in Miami, FL.The estimated annual salary for this role is approximately $45,000 to $55,000 based on the company's average compensation and the cost of living in Miami.ResponsibilitiesDeliver Exceptional ServiceManage customer complaints, provide solutions, and ensure resolution.Answer client calls,...
-
Pilates Fitness Specialist
2 weeks ago
Miami, Florida, United States Alper JCC Miami Full timeWe are seeking a highly motivated and experienced Pilates Instructor to join our team at the Alper JCC Miami in sunny Miami, FL.About the RoleThe successful candidate will be responsible for teaching group and private Pilates classes, creating engaging programming to attract and retain membership, and maintaining a safe and clean studio...
-
Executive Culinary Specialist
1 week ago
miami, United States FL Cafe Full timeAbout FL CafeWe are a premier dining destination in Miami Beach, FL, committed to serving exceptional cuisine and providing an outstanding customer experience.Job SummaryThe Executive Culinary Specialist will oversee the daily operations of our kitchen, preparing and cooking meals, creating new menus, managing kitchen staff, and ensuring food safety...
-
Nursing Professional
1 week ago
Miami, Florida, United States University of Miami Full timeJob Title: Nursing Professional - Telemetry Unit | Miami, FLEstimated Salary: $75,000 - $100,000 per year.About the RoleWe are seeking a skilled Registered Nurse to join our team at the University of Miami's Telemetry Unit. As a key member of our healthcare team, you will provide exceptional patient care and work collaboratively with other professionals to...
-
Estate Planning Assistant
2 weeks ago
Miami, Florida, United States Ascension Global Staffing & Executive Search Full timeJob TitleEstate Planning Assistant - Miami, FLAbout the JobWe are seeking a highly organized and detail-oriented Trust and Estate Legal Assistant to support our client's firm in Miami, FL. The ideal candidate will have exceptional organizational skills, keen attention to detail, and the ability to excel in a high-volume, fast-paced environment.Key...
-
Receptionist - Miami, FL
4 weeks ago
Miami, United States MSCCN Full time430120BR Auto req ID: 430120BR Company: Intertek Job Code: QualityAssurance QualityAssurance Job Description: ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members,...
-
Travel Interventional Radiology in Miami, FL
5 days ago
Miami, FL, United States NuWest Group Full timeWe have a new assignment for Allied - Interventional Radiology in Miami, FL and are interviewing ASAP. This is a permanent, 5x8 Days position at a great facility.Pay Range: $25-$35/hrBenefits include medical, dental, vision, 401K, weekly direct deposit, and more!
-
Miami, Florida, United States MPLT Healthcare Full timeMPLT Healthcare is a leading healthcare staffing agency specializing in placing highly qualified physicians and advanced practice clinicians in locum, locum-to-perm, and direct hire positions. We understand the importance of flexibility and work-life balance for our medical professionals.Estimated Salary: $400,000 - $600,000 per year, based on experience and...
-
Sales Associate
2 months ago
Miami, United States Zales Full timeZales - Miami, FL [Sales Associate / Team Member] As a Sales Associate/Jewelry Consultant at Zales, you'll: Be responsible for providing a superior experience to the valued customers; Engage customers in conversation to understand their needs and desires; Present merchandise and share detailed information regarding features and benefits of products; Provide...
-
Miami, Florida, United States CR Behavior Solutions llc DBA LimitLess Minds ABA Full timeWe are seeking a Board Certified Behavior Analyst (BCBA) to join our team at LimitLess Minds ABA in Miami, FL.**Job Summary:**As a BCBA with our organization, you will be responsible for managing the implementation of individualized treatment plans for a caseload of clients. This includes supervising a team of Registered Behavior Technicians (RBTs) who...
-
Client Associate FL
4 days ago
miami, United States Amerantbank Full timeThe Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.Duties and responsibilities include:Provides support to WMA (IC or RM) in updating of KYC and Investment...
-
miami, United States NuWest Group Full timeWe have a new assignment for Allied Mammography Tech, Float pool in Miami, FL and are interviewing ASAP. This is a permanent, full-time days position at a great facility.Pay Range: $30-$40/hrBenefits include medical, dental, vision, 401K, weekly direct deposit, and more!
-
miami, United States NuWest Group Full timeWe have a new assignment for Allied Mammography Tech, Float pool in Miami, FL and are interviewing ASAP. This is a permanent, full-time days position at a great facility.Pay Range: $30-$40/hrBenefits include medical, dental, vision, 401K, weekly direct deposit, and more!
-
Dermatologist - Miami, FL
3 weeks ago
Miami, United States Heed Health Full timeAbout the job Dermatologist - Miami, FL Seeking board-certified dermatologists, 2023-2025 dermatology residents, and Mohs surgeons! This is an exceptional opportunity to join a thriving skincare team utilizing state-of-the-art equipment to deliver advanced medical, surgical and cosmetic treatments in a beautiful, comfortable office setting. Opportunity...
-
miami, United States NuWest Group Full timeWe have a new assignment for Allied - Supervisor Imaging Multi-Modality in Miami, FL and are interviewing ASAP. This is a permanent, 5x8 position at a great facility.Pay Range: $40-$50/hrBenefits include medical, dental, vision, 401K, weekly direct deposit, and more!
-
miami, United States NuWest Group Full timeWe have a new assignment for Allied - Supervisor Imaging Multi-Modality in Miami, FL and are interviewing ASAP. This is a permanent, 5x8 position at a great facility.Pay Range: $40-$50/hrBenefits include medical, dental, vision, 401K, weekly direct deposit, and more!
