Wealth Management Client Services Associate
Amerant Bank
Amerant Bank is looking for a Client Associate in Coral Gables, FL. This full-time position involves supporting Wealth Management Advisors by providing customer service and transactional support. Ideal candidates will have an Associate's degree in finance or business administration and at least one year of experience in a similar role. Responsibilities include updating customer profiles, assisting in the account opening process, and managing customer inquiries. Bilingual candidates (English/Spanish) are preferred as they will handle diverse clientele. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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