Client Services Representative

Job Description

Job Description

We are looking for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In this role, you will handle a variety of client-related tasks, ensuring high-quality service for high-net-worth individuals. This position focuses on managing client accounts, facilitating financial transactions, and maintaining compliance with legal and regulatory standards.

Responsibilities :

• Oversee the management of client accounts, ensuring accuracy and timely service.
• Handle money movement tasks, including credit card transactions and account transfers.
• Coordinate the setup of new accounts, ensuring all processes are completed efficiently.
• Assist clients with password resets and other account-related technical support.
• Ensure all documentation and reports comply with legal and regulatory requirements.
• Serve as the primary liaison for legal and financial communications on behalf of clients.
• Support clients with estate and trust-related matters, providing guidance and coordination.
• Maintain strong client relationships by delivering exceptional service and addressing inquiries promptly.
• Preferable someone with series 7 or 65

If you are interested in hearing more about this opportunity, please call Janet 786-393-4588 or email janet.silva@roberthalfcom