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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:



·         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 :


·         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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