On-Site Wealth Management Client Services Associate

Element Pointe Family Office; Miami (FL); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Element Pointe Family Office in Miami, FL seeks a Client Service Associate to support wealth management clients through account opening, asset transfers, and onboarding, reporting to the VP & Client Service Manager. The role emphasizes accuracy, strong client communication, and adherence to compliant operating practices, with experience in financial services and CRM systems preferred.

Proven ability to coordinate with custodians and assist in billing and CRM administration will help maintain

Qualifikationen

• Series 65 license required; the firm will sponsor candidates who do not yet hold it, with successful completion required within 90 days of hire as a condition of continued employment
• Two or more years of operational experience in financial services preferred
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Familiarity with Salesforce CRM, Fidelity WealthScape, Schwab AdvisorCenter, Goldman Sachs Custody Solutions, and Addepar is a plus

Aufgaben

• Manage new account opening documentation and client onboarding
• Process transfers of assets and coordinate wire/journal requests with custodians
• Conduct reporting, reconciliation, and analysis across client accounts and trade activity
• Assist in the administration of client billing and maintaining CRM data integrity
• Support implementation of the firm’s compliance policies and procedures
• Handle additional administrative and operational tasks as they arise

Kenntnisse

Series 65 license

CRM experience

MS Office

Communication

Financial services operations

Tools

Salesforce CRM

Fidelity WealthScape

Schwab AdvisorCenter

Goldman Sachs Custody Solutions

Addepar

Jobbeschreibung

Element Pointe Family Office in Miami, FL seeks a Client Service Associate to support wealth management clients through account opening, asset transfers, and onboarding, reporting to the VP & Client Service Manager. The role emphasizes accuracy, strong client communication, and adherence to compliant operating practices, with experience in financial services and CRM systems preferred.

Proven ability to coordinate with custodians and assist in billing and CRM administration will help maintain