Client Service & Investment Support Associate

Innova Advisors; Miami (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Innova Advisors in Miami, FL is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers across client service, account administration, trading operations, and investment analysis.

The ideal candidate has a solid understanding of capital markets and investment products, strong analytical and organizational skills, and a commitment to delivering exceptional client service.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Fluency in English and Spanish with strong written and verbal communication.
• Solid understanding of capital markets, investment products, and portfolio concepts.
• Strong analytical skills and ability to multitask.
• Excellent interpersonal skills and client service mindset.
• Proficiency in Excel and ability to learn CRM and reporting platforms.
• Discretion handling confidential information.
• On-site work in Miami, FL.

Responsibilities

• Coordinate opening and maintenance of client accounts across custodians.
• Handle client service requests with advisers and custodians for timely follow-up.
• Prepare client portfolio reports, performance summaries, and analyses.
• Support trading activities across custodial platforms under adviser supervision.
• Prepare market updates and investment analyses aligned with client objectives and guidelines.
• Monitor portfolio exposures and assist IPS preparation and maintenance.
• Prepare reports and maintain documentation to support management and compliance.
• Support business development through prospect research and meeting prep.

Skills

Bilingual English/Spanish

Capital markets understanding

Analytical skills

Interpersonal communication

Education

Bachelor's degree in finance/ Economics/ business

Tools

Excel

CRM systems

Portfolio reporting tools

Job description

Innova Advisors is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers across client service, account administration, trading operations, and investment analysis.

The ideal candidate has a solid understanding of capital markets and investment products, strong analytical and organizational skills, and a commitment to delivering exceptional client service.

Successful completion of the Series 65 examination is strongly preferred. Prior trading or trade execution support experience is highly desirable. Fluency in both English and Spanish is required.

Key Responsibilities

• Coordinate the opening of new client accounts and the maintenance of existing accounts across multiple custodians.
• Handle client service requests, coordinating with Investment Advisers and custodians to ensure timely and accurate follow-through.
• Prepare client portfolio reports, performance summaries, and supporting analyses.
• Support trading activities across custodial platforms, including order preparation, execution coordination, and trade status monitoring, under adviser supervision and in accordance with firm procedures.
• Prepare market updates and investment product analyses, and assist Investment Advisers in researching investment ideas aligned with clients’ objectives, risk tolerance, and investment guidelines.
• Assist Investment Advisers in monitoring portfolio exposures and risks and in preparing and maintaining Investment Policy Statements (IPS).
• Prepare reports and maintain documentation to support management and compliance.
• Support business development efforts through prospect research, meeting preparation, and follow-up.

Required Qualifications

• Bachelor’s degree in finance, economics, business, or a related field, or equivalent relevant professional experience.
• Fluency in English and Spanish, with strong written and verbal communication skills in both languages.
• Solid understanding of capital markets, investment products, and fundamental portfolio concepts, including equities, fixed income, mutual funds, and ETFs.
• Strong analytical skills, attention to detail, and the ability to manage multiple priorities.
• Excellent interpersonal skills, with a proactive approach to client service and teamwork.
• Proficiency in Microsoft Excel and the ability to learn custodial, CRM, and portfolio reporting platforms.
• Sound judgment, professionalism, and discretion when handling confidential client information.
• Availability to work on-site in Miami, FL.

Preferred Qualifications

• Successful completion of the Series 65 examination is strongly preferred.
• Successful completion of the Securities Industry Essentials (SIE) examination is a plus. Candidates who have passed the SIE but have not yet completed the Series 65 are encouraged to apply.
• Prior trading, trade execution support, or investment operations experience is highly desirable.
• Previous experience in wealth management, investment advisory services, private banking, or brokerage.
• Experience working with multiple custodians and investment account opening processes.

Equal Opportunity Employer

Innova Advisors is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. Employment decisions are based on qualifications, merit, and business needs.