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Client Associate - Wealth Management

Location : Miami, FL
Job Type : Direct
Reference Code : Direct Hire
Hours : Full Time
Travel : No
Relocation : No

Job Description :

Exciting opportunity to join a top multi-family offices at one of their flagship offices here in Miami. This role will support a team of wealth managers and deal directly with ultra-high net worth clients. There will be excellent opportunities for career growth and development:


 


Responsibilities:


·         Maintain direct contact with clients related to investments


·         Analyze client portfolios to align with investment needs/goals


·         Review client accounts for basic compliance


·         Interact with clients over the phone and in person


·         Assist in new account openings


·         Related tasks


Required Qualifications :

Requirements:


·         Bachelors degree from a top university


·         Internship or 1-2 years of relevant experience


·         Strong attention to detail


·         Excellent communication skills


 


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