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Wealth Client Services Specialist

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service, Bilingual
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services company in Miami is seeking a Registered Client Service Associate to provide exceptional client support and assist Financial Advisors. This role requires strong interpersonal skills and bilingual proficiency in Spanish or Portuguese. The ideal candidate will manage daily interactions, execute transactions, and maintain client accounts. A high school diploma is required, alongside Series 7 and 66 licenses.

The company offers a dynamic work environment and the chance to grow within a reputable organization.
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