Private Banking Support Specialist (Hybrid, Miami)

Kforce Inc

Miami (FL)

Hybrid

USD 55,000 - 85,000

Full time

4 days ago
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Job summary

Kforce Inc. is seeking a Private Banking Administrator for a permanent, hybrid role in Miami, FL. You will support Private Bankers with day-to-day client servicing, including KYC documentation, account openings and maintenance, and related banking transactions.

The ideal candidate has 2–5 years of banking experience, strong customer service and organizational skills, and proficiency with Microsoft Office. Fluency in English and Spanish is required to serve a diverse client base.

Qualifications

  • Associate's or Bachelor's degree, or equivalent.
  • 2-5 years of banking/financial services experience.
  • Experience with account documentation, KYC, account openings, and client transactions.
  • Strong customer service and organizational skills.
  • Proficiency with Microsoft Office.
  • Fluent English and Spanish required.

Responsibilities

  • Support Private Bankers with day-to-day client servicing.
  • Handle KYC documentation and account openings/maintenance.
  • Assist with investment documentation, transfers, and foreign exchange.

Skills

Customer service
Organizational skills
English
Spanish

Education

Associate's or Bachelor's degree

Tools

Microsoft Office

Job description

Kforce Inc. is seeking a Private Banking Administrator for a permanent, hybrid role in Miami, FL. You will support Private Bankers with day-to-day client servicing, including KYC documentation, account openings and maintenance, and related banking transactions.

The ideal candidate has 2–5 years of banking experience, strong customer service and organizational skills, and proficiency with Microsoft Office. Fluency in English and Spanish is required to serve a diverse client base.

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