Wealth Management Client Services Associate
Amerant
Amerant is seeking a Client Services Associate to support Wealth Management Advisors (RM/IC) in Florida. The role involves handling customer inquiries, updating KYC and profiles, and assisting with onboarding and account openings for banking, investments and trust services. Qualified candidates will have a 1-year background supporting Wealth Management Advisors, be fully bilingual English/Spanish, and proficient with MS Office. #J-18808-Ljbffr Amerant
Vacancy posted 4 days ago
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