Wealth Management Client Services Associate

Amerant Bank; Coral Gables (FL); On-site; USD 46,000 - 64,000; Full time

Job summary

Amerant Bank in Coral Gables, FL is seeking a Client Services Associate to support Wealth Management Advisors with banking, investments and trust client service, KYC updates and onboarding.

The role includes meeting coordination, calendar management, document collection, and transaction support while maintaining AML compliance. Fully bilingual in English/Spanish, with 1 year of WM A support experience, and proficiency in MS Office.

Qualifications

• Associate's degree in finance or business administration preferred.
• 1 year of experience supporting Wealth Management Advisors.
• Fully bilingual (English/Spanish) – Fluent, including writing.

Responsibilities

• Provides support to Wealth Management Advisors in updating KYC and Investment Profile and onboarding new accounts.
• Attends meetings with customers and assists with account openings and documentation.
• Performs customer service tasks including handling inquiries, transfers, and coordinating administrative processes.

Skills

Customer Service

Communication

Organization

Bilingual English/Spanish

Education

Associate's degree in finance or business administration

Tools

MS Office

Job description

Amerant Bank in Coral Gables, FL is seeking a Client Services Associate to support Wealth Management Advisors with banking, investments and trust client service, KYC updates and onboarding.

The role includes meeting coordination, calendar management, document collection, and transaction support while maintaining AML compliance. Fully bilingual in English/Spanish, with 1 year of WM A support experience, and proficiency in MS Office.