Client Service Associate Position Available In Miami-Dade, Florida
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Job Description
Client Service Associate Leeds Professional Resources – 3.0 Miami, FL Job Details Full-time $85,000 – $100,000 a year 17 hours ago Benefits Health insurance 401(k) Life insurance Qualifications Bilingual Spanish Mid-level Series 7 4 years Full Job Description Job Summary We are seeking a dedicated and detail-oriented Registered Client Associate to join our team. Our client is located in Downtown Miami on a hybrid schedule.
Responsibilities:
Assist financial advisors in managing client accounts and portfolios, ensuring all transactions are processed accurately and timely. Ensure compliance with regulatory requirements and company policies in all interactions with clients. Provide clients with information regarding their accounts, investment options, and financial planning strategies. Collaborate with team members on initiatives to enhance client engagement and satisfaction.
Requirements:
4-5 years of experience as a registered client associate Series 7 license
Bilingual English and Spanish Job Type:
Full-time Pay:
$85,000.00 – $100,000.00 per year
Benefits:
401(k) Health insurance Life insurance
Compensation Package:
Bonus opportunities
Schedule:
Monday to
Friday Work Location:
In person
