Wealth Management Client Specialist

Amerant Bank; Florida; On-site; USD 42,000 - 64,000; Full time

Job summary

Amerant Bank in Coral Gables, FL seeks a Client Services Associate to provide front-line support to Wealth Management Advisors and clients. You will handle KYC updates, account openings, changes, wires, and onboarding, while coordinating calendars and office tasks.

The role requires bilingual English/Spanish communication, strong MS Office skills, and a proactive, service-oriented approach. Prior Wealth Management support is a plus.

Qualifications

• Associate's degree in finance or business administration preferred.
• Fluent bilingual English/Spanish (written and spoken) preferred.
• Strong MS Office proficiency and PC skills required.

Responsibilities

• Provide customer service and transactional support to Wealth Management Advisors.
• Assist in onboarding, account opening, and maintenance tasks.
• Support in updating KYC, investment profiles, and document handling.
• Coordinate appointments, calendar management, and general office duties.
• Ensure compliance with AML, BSA, and related policies.

Skills

Learning mindset

Verbal & written communication

Organization & archiving

Education

Associate's degree in finance/business

Tools

MS Office

Job description

Amerant Bank in Coral Gables, FL seeks a Client Services Associate to provide front-line support to Wealth Management Advisors and clients. You will handle KYC updates, account openings, changes, wires, and onboarding, while coordinating calendars and office tasks.

The role requires bilingual English/Spanish communication, strong MS Office skills, and a proactive, service-oriented approach. Prior Wealth Management support is a plus.