TSMO Operations & Client Support Specialist

Amerantbank; Coral Gables (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Amerantbank in Coral Gables, FL is seeking a TSMO Associate in Wealth Management Operations to provide operational support for the bank’s affiliated broker dealer and registered investment adviser. The AMTI TSMO Associate also provides technical support for escalated issues within the department.

The role emphasizes client service, issue escalation, trade processing, onboarding, and close collaboration with managers and vendors to maintain accuracy and compliance.

Qualifications

• Bachelor's degree in economics, finance, business administration or engineering.
• Master's degree preferred in related fields.
• FINRA SIE required.
• FINRA Series 99 required.
• FINRA Series 7 preferred.

Responsibilities

• Provide operational support for Wealth Management Operations and broker/dealer services.
• Serve as escalation point for complex issues in client accounts.
• Coordinate training plans and development with managers.
• Assist with pre- and post-settlement processes, including ACAT transfers.
• Maintain client account documentation and vendor management with external platforms.
• Deliver exceptional customer service and handle account maintenance requests.

Skills

Investments knowledge

MS Office

Education

Bachelor's degree (economics, finance, business admin or engineering)

Master's degree preferred

FINRA SIE

FINRA Series 99

FINRA Series 7

Job description

Amerantbank in Coral Gables, FL is seeking a TSMO Associate in Wealth Management Operations to provide operational support for the bank’s affiliated broker dealer and registered investment adviser. The AMTI TSMO Associate also provides technical support for escalated issues within the department.

The role emphasizes client service, issue escalation, trade processing, onboarding, and close collaboration with managers and vendors to maintain accuracy and compliance.