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Financial Services Banking & Finance Financial Analyst Financial Consultant

Client Operations Specialist — Securities Settlements & Service

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: BBVA Global Wealth Advisors
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance, Financial Analyst, Financial Consultant
  • Business
    Banking & Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Miami is seeking a Client Operations Associate to support the Sales team in processing clients' requests and transactions. Responsibilities include maintaining operational workflows, managing inquiries from custodians, and ensuring compliance with operational controls. The ideal candidate has a Bachelor's degree in Business or Finance, 5 years of financial industry experience, and strong problem-solving skills. Proficiency in Excel and knowledge of complex securities products are essential for success in this role.
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