Client Services Associate

We are seeking a Client Services Associate to support a wealth management team with client service, account administration, custodian support, and operational excellence. This role is highly client-facing and requires strong communication, attention to detail, and technology comfort.

Responsibilities

Client inquiries, account servicing, document management, CRM updates, compliance assistance, custodian coordination, scheduling, reporting, and workflow improvements.

Requirements

• 2+ years of experience in Financial Services
• Onsite role based in Miami, FL
• Authorized to work in the U.S.
• Familiarity with financial products such as IRAs, Roths, 401(k)s, trusts, and rollovers
• Experience with CRMs and financial planning tools preferred
• Strong attention to detail and task management

If you're interested, kindly share your salary expectations along with your updated resume.

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