Investment & Client Services Associate (Wealth Management)

Banco de Credito e Inversiones; Torch of Friendship (FL); On-site; USD 85,000 - 115,000; Full time

Job summary

Banco de Credito e Inversiones is seeking a Registered Client Service Associate in Miami, FL. You will support Bankers and Financial Advisors with administrative tasks, client onboarding, and sales activities in investments, banking and credit products.

The role requires a Bachelor’s degree, Series 7 license (66/63/65 preferred), and at least 5 years of investment experience. Proficiency in English and Spanish, strong client service, and regulatory compliance are essential.

Qualifications

• Bachelor’s degree in a related field or equivalent
• Experience in investment services or wealth management is preferred
• Licenses: Series 7 required; Series 66/63/65 preferred
• Strong communication and client service skills; ability to work cross-functionally

Responsibilities

• Support Bankers/Financial Advisors with administrative tasks and client onboarding
• Assist in sales activities for investments, banking, and credit products
• Maintain KYC and client information, and manage client communications
• Prepare investor proposals and balance portfolios with the RM/FA guidance
• Ensure compliance with regulatory requirements and internal policies

Skills

communication skills

customer service

problem solving

interpersonal skills

teamwork

bilingual English/Spanish

presentation preparation

Excel

PowerPoint

Bloomberg

Education

Bachelor's degree in related field

Tools

Bloomberg

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Banco de Credito e Inversiones is seeking a Registered Client Service Associate in Miami, FL. You will support Bankers and Financial Advisors with administrative tasks, client onboarding, and sales activities in investments, banking and credit products.

The role requires a Bachelor’s degree, Series 7 license (66/63/65 preferred), and at least 5 years of investment experience. Proficiency in English and Spanish, strong client service, and regulatory compliance are essential.