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Client Associate

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 Support: 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 transactional support, including updating customer information, processing account openings, and facilitating wire and securities transfers.
  • Administrative Support: Provide general administrative support, including calendar management, travel coordination, and data entry.
  • Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies, including anti-money laundering (AML) and know-your-customer (KYC) procedures.
  • Training and Development: Participate in ongoing training and development programs to stay current on market news, financial products, and industry trends.
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.