Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred
On-siteMiami, Florida, United States
Job Summary
Provide client service support to multiple Financial Advisors by educating clients on banking offerings and ensuring timeliness and accuracy in all client materials. Identify, deepen, and maintain client relationships by promoting the bank's offerings and incorporating banking into day-to-day practices while communicating outputs to advisors. Assist with ensuring practices align with bank policies to support operational excellence, protect clients, and manage risk. Cover roles during absences or seasonal need increases while leading with a client-first mindset. Requires FINRA SIE, Series 7, and Series 66 licenses; bilingual Portuguese or Spanish preferred. Shift: 1st shift.
Required Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications
- Bilingual English and Portuguese
- Bilingual English and Spanish
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Has strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
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