Wealth Management Client Services Specialist

PowerToFly; Miami Beach (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career advancement

Support for work-life balance

Job summary

A leading financial services firm is looking for a Registered Client Service Associate in Miami Beach, FL. The ideal candidate will provide exceptional support to Financial Advisors and clients, manage client interactions, and assist with onboarding new accounts. Applicants should have strong interpersonal skills, financial services knowledge, and proficiency in Microsoft Office. A high school diploma is required, while a college degree and financial certifications are preferred. Join a team that values service excellence and client first mindset.

Qualifications

• Experience in client service roles within the financial services industry.
• Strong interpersonal skills to build client relationships.
• Ability to execute transactions and answer client inquiries.

Responsibilities

• Provide exceptional service to clients while supporting FAs/PWAs.
• Assist with client onboarding and account management.
• Manage calendars, schedule meetings, and maintain travel itineraries.

Skills

Knowledge of financial services products

Detail oriented

Advanced Microsoft Office skills

Exceptional writing skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Ability to multitask

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7

Active Series 66 or Series 63 and 65

Two or more years of industry experience preferred

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Job description

A leading financial services firm is looking for a Registered Client Service Associate in Miami Beach, FL. The ideal candidate will provide exceptional support to Financial Advisors and clients, manage client interactions, and assist with onboarding new accounts. Applicants should have strong interpersonal skills, financial services knowledge, and proficiency in Microsoft Office. A high school diploma is required, while a college degree and financial certifications are preferred. Join a team that values service excellence and client first mindset.