Wealth Client Services Associate — Investments & Banking

Bci Miami; Miami (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products.

Responsibilities include assisting with onboarding, KYC, account maintenance, and client correspondence, while ensuring compliance and coordinated service across teams. Requires Series 7 and 5+ years of investment experience.

Qualifications

• Bachelor’s degree in a related field.
• Licenses Series 7 required; Series 66 or 63/65 preferred.
• At least 5 years of investment experience in International Wealth Management.

Responsibilities

• Back up to Financial Advisors/IRMs, process trades and prepare investment proposals.
• Explain investment proposals and assist in rebalancing portfolios with suitability checks.
• Maintain client information and gather KYC documents; support onboarding and maintenance tasks.
• Prepare client correspondence for RM/FA follows firm guidelines.
• Coordinate between Banking and Investments teams for client service and onboarding.
• Manage W8 compliance projects on an annual basis and ensure 100% completion.

Skills

Bloomberg

Microsoft Excel

Microsoft Word

PowerPoint

Education

Bachelor’s degree in a related field

Tools

Bloomberg Terminal

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Bci Miami is seeking a Registered Client Service Associate to support Bankers/Financial Advisors and affluent clients in Miami. The role combines client service with sales activity across banking, investments, and credit products.

Responsibilities include assisting with onboarding, KYC, account maintenance, and client correspondence, while ensuring compliance and coordinated service across teams. Requires Series 7 and 5+ years of investment experience.