Current jobs related to Client Associate - Coral Gables - Amerantbank

  • Brokerage Client Service Associate

    1 month ago

    Coral Gables, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Brokerage Registered Client Service Associate to join our team at Truist Financial Corporation. As a key member of our brokerage operations team, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesAssist...

  • Brokerage Client Service Associate

    1 week ago

    Coral Gables, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Brokerage Registered Client Service Associate to join our team at Truist Financial Corporation. This role will be responsible for providing exceptional client service and support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors in servicing clients, including...

  • Registered Client Service Associate

    2 days ago

    Coral Gables, United States Raymond James Financial Services Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative prob Client Service, Associate, Registered, Bilingual, English, Spanish

  • Registered Client Service Associate

    2 days ago

    Coral Gables, Florida, United States Raymond James Financial Services Full time

    Job SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients. This role involves serving as the first point of contact for daily interactions, including inquiries, quotes, and...

  • Client Relationship Lead

    3 days ago

    Coral Gables, Florida, United States Neiman Marcus Group Careers Full time

    About the RoleWe are seeking a Client Relationship Lead to join our team at Neiman Marcus Group Careers. As a Client Relationship Lead, you will be responsible for creating and supporting growth strategies for targeted client segments at the store level, enabling associates to cultivate relationships with clients of the Neiman Marcus brand.Key...

  • Client Onboarding Specialist

    1 month ago

    Coral Gables, Florida, United States Bradesco Bank Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Onboarding Analyst to join our team at Bradesco Bank. The successful candidate will be responsible for assisting with the onboarding of new clients, collecting documentation, and supporting the Sales Team.Key ResponsibilitiesAssist in the onboarding process of new clients, ensuring...

  • Family Office Client Onboarding Specialist

    2 months ago

    Coral Gables, Florida, United States Bradesco Bank Full time

    Job Summary:As a key member of the Bradesco Bank team, the Family Office Client Onboarding Analyst will play a crucial role in servicing the Family Office concerning client acquisition, front office support, and account services for both Bank and Investment accounts.Primary Responsibilities:The successful candidate will be responsible for:Assisting in the...

  • Brokerage Registered Client Service Associate

    5 months ago

    Coral Gables, United States Truist Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research...

  • Tax Associate

    6 days ago

    Coral Gables, Florida, United States Crete Professionals Alliance Full time

    Job DescriptionWe are seeking a highly skilled Tax Associate to join our team at Crete Professionals Alliance. As a Tax Associate, you will be responsible for preparing individual, corporate, and partnership tax returns, reviewing client data, and preparing journal entries.Key Responsibilities:Prepare tax returns for individuals, corporations, and...

  • Federal Tax Associate

    3 days ago

    Coral Gables, Florida, United States RSM Full time

    We are seeking a highly skilled Federal Tax Associate to join our team at RSM. As a Federal Tax Associate, you will work with high net worth families, closely held businesses, estates, trusts, and private foundations. You will develop strong working relationships with clients built on understanding their needs and challenges. Your responsibilities will...

  • Associate Attorney

    3 weeks ago

    Coral Gables, United States Cueto Law Group, P.L. Full time

    Job DescriptionJob DescriptionJoin a Thriving Business Law Firm in Coral Gables, FLAre you looking for an opportunity to learn from some of the most esteemed attorneys and grow your career? Join a dynamic and fast-growing business law firm in the heart of Miami! We specialize in providing high-stakes legal services to business owners and entrepreneurs across...

  • Associate Attorney

    3 days ago

    Coral Gables, United States Cueto Law Group, P.L. Full time

    Job DescriptionJob DescriptionJoin a Thriving Business Law Firm in Coral Gables, FLAre you looking for an opportunity to learn from some of the most esteemed attorneys and grow your career? Join a dynamic and fast-growing business law firm in the heart of Miami! We specialize in providing high-stakes legal services to business owners and entrepreneurs across...

  • Family Office Client Onboarding Analyst

    2 months ago

    Coral Gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing the Family Office concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Family Office Client Onboarding Analyst

    3 weeks ago

    Coral Gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing the Family Office concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Family Office Client Onboarding Analyst

    2 months ago

    Coral Gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing the Family Office concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Client Onboarding Analyst

    3 weeks ago

    Coral Gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing Brazil sales teams concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Client Onboarding Analyst

    2 months ago

    Coral Gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing Brazil sales teams concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Client Onboarding Analyst

    1 week ago

    coral gables, United States Bradesco Bank Full time

    Only candidates with US Work Authorization will be considered.Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing Brazil sales teams concerning client acquisition, front office support and account services for both Bank and Investment accounts.Primary Responsibilities: Include...

  • Sales Associate

    4 weeks ago

    Coral Gables, Florida, United States Chico's Full time

    Job Title: Sales AssociateJob Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at Chico's FAS, Inc. As a Sales Associate, you will be responsible for providing exceptional customer service, driving sales, and maintaining a high level of product knowledge.Key Responsibilities:Provide outstanding customer service,...

  • Community Association Relationship Manager

    1 week ago

    Coral Gables, Florida, United States Becker & Poliakoff, P.A. Full time

    Job SummaryBecker & Poliakoff, P.A. is seeking a highly skilled Community Association Relationship Manager to join our team. As a key member of our Community Association and Construction Practice Groups, you will be responsible for generating leads, developing expansion strategies, and increasing brand awareness within the community association and...

Client Associate

2 months ago

Coral Gables, United States Amerantbank Full time

The Client Services Associate is 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:

           Ability and eagerness to learn.

           Verbal, written and interpersonal skills.

           Customer service orientation.

           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