Wealth Management Client Associate

Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top producing team and have strong opportunities for career growth.

Responsibilities:

• Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing our group’s various applications
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client requests (wires, checks, journals, etc.).
• Process client paperwork (including communicating directly with clients to obtain all information needed)
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.
• Various related duties

Requirements:

• Bachelors degree
• 3+ years of relevant experience
• Bilingual English/Spanish