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Client Associate

2 months ago

Miami, Florida, United States Amerantbank Full time
Job Description

Amerantbank is seeking a highly skilled 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: Provide timely and effective support to customers, responding to their inquiries and resolving issues in a professional and courteous manner.
  • Transaction Support: Assist Wealth Management Advisors with various transactions, including account openings, updates, and closures.
  • Account Management: Maintain accurate and up-to-date records of customer accounts, ensuring compliance with regulatory requirements.
  • Administrative Support: Provide general administrative support, including data entry, filing, and other tasks as needed.
  • Communication: Develop and maintain strong relationships with customers, Wealth Management Advisors, and other stakeholders through effective communication and interpersonal skills.
  • Knowledge and Skills: Stay current on market news and events, and maintain a strong understanding of financial products and services.
  • Compliance: Ensure compliance with regulatory requirements, including anti-money laundering (AML) and know-your-customer (KYC) regulations.
Requirements:
  • Education: Associate's degree in finance or business administration preferred.
  • Experience: 1 year of experience supporting Wealth Management Advisors.
  • Language: Fully bilingual (English/Spanish) – Fluent, including writing.
  • Technical Skills: Experienced PC user with strong command of MS Office applications.