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Wealth Management Support Specialist

2 months ago

Coral Gables, Florida, United States Amerant Bank Full time
About the Role

Amerant Bank is seeking a highly skilled and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in providing exceptional customer service and support to our Wealth Management Advisors.

Key Responsibilities
  • Customer Service and Support: Provide timely and effective support to Wealth Management Advisors, including updating client information, processing transactions, and resolving customer inquiries.
  • Account Opening and Onboarding: Assist in the account opening process, including meeting with clients, reviewing account documentation, and ensuring compliance with regulatory requirements.
  • Transaction Processing: Process transactions, including wire transfers, securities transfers, and account registrations, while maintaining accurate records and ensuring compliance with regulatory requirements.
  • Administrative Support: Provide general administrative support, including calendar management, travel coordination, and supply ordering.
  • Special Projects: Participate in special projects, such as database maintenance, and assist with other tasks as needed.
  • Professional Development: Stay current on market news and events, and participate in scheduled courses and trainings to enhance knowledge and skills.
Requirements
  • Education: Associate's degree in finance or business administration preferred.
  • Experience: 1 year of experience supporting Wealth Management Advisors.
  • Language Skills: Fully bilingual (English/Spanish) – Fluent, including writing.
  • Technical Skills: Experienced PC user with strong command of MS Office applications.