Wealth Management Client Services Associate

Northpointe Staffing Professionals; Coral Gables (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Northpointe Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities.

Responsibilities include calendar management, cash handling, securities processing, and maintaining records. A strong focus on client experience and regulatory awareness is essential.

Qualifications

• 3 years of relevant branch operations experience.
• High school diploma or equivalent; college degree is a plus.
• Proven written and verbal communication skills.
• Independent, motivated, proactive and action oriented.
• Passionate about client experience with strong interpersonal skills.
• Self-starter who can handle evolving situations.

Responsibilities

• Greet and assist clients and visitors to the branch, delivering exceptional service.
• Build partnerships with clients and financial advisors, coordinating with operations.
• Coordinate branch meetings and maintain the branch calendar.
• Carry out cash management functions, process securities and correspondence, and keep records.
• Maintain risk awareness and regulatory knowledge.

Skills

Written and verbal communication

Interpersonal skills

Self-starter

Independent

Proactive

Client experience focus

Education

High school diploma

College degree a plus

Job description

Northpointe Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities.

Responsibilities include calendar management, cash handling, securities processing, and maintaining records. A strong focus on client experience and regulatory awareness is essential.