Top 26 Registered client associate Jobs in Miami Gardens Fl

Client Services Associate I
Amerantbank —Miramar, FL
- Spanish
- English
- Office
Quick Apply
Client Services Associate II
Amerantbank —Miramar, FL
- Spanish
- English
- Mid-level
Quick Apply
Registered Client Service Associate
Morgan Stanley —Aventura, FL
- Full-time
- Writing skills
- Mid-level
- Office
Sr. Registered Client Service Associate
Morgan Stanley —Fort Lauderdale, FL
- Full-time
- Writing skills
- Mid-level
- Office
Registered Client Service Associate (Fort Lauderdale, FL)
Oppenheimer & Co. Inc. —Fort Lauderdale, FL
- Entry level
Quick Apply
9d
Registered Client Service Associate - Bilingual Spanish/English
Morgan Stanley —Coral Gables, FL
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
11d
Financial Advisor, Fast Track to Management - Career Transition
New York Life —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Business development
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Fast Track Financial Sales Manager/Partner ***Local Candidates Only***
New York Life Insurance Company —Miami, FL
- $60,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply
Client Service Associate
Stifel —Miami Beach, FL
- Full-time
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Registered Client Service Associate
Banco de Credito e Inversiones —Miami, FL
- Weekends as needed
- Mid-level
- Office
- Travel
Quick Apply
Private Wealth Management Registered Client Service Associate
Morgan Stanley —Miami, FL
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Private Wealth Management Associate - CPA
Morgan Stanley —Coral Gables, FL
- Email
- CPA
- 5 years
- Computer literacy
Registered Private Wealth Client Associate - Bilingual Spanish Preferred
Bank of America —Miami, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Wealth Planner (Associate Advisor)
Tobias Financial Advisors —Plantation, FL
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL
JPMorganChase —Miami, FL
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Wealth Management Sales Associate
Jefferies & Company, Inc. —Miami, FL
- $75,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Research
Senior Registered Client Service Associate (Hallandale Beach, FL)
Raymond James Financial, Inc. —Hallandale Beach, FL
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Health insurance
Private Wealth Management Analyst - Bilingual: Spanish/English
Morgan Stanley —Miami, FL
- Email
- Spanish
- Computer literacy
- Writing skills
Registered Wealth Management Client Associate - Bilingual Spanish Preferred
Bank of America —Coral Gables, FL
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Wealth Advisor / Financial Planner
Tobias Financial Advisors —Plantation, FL
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply

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Client Services Associate I

Amerantbank -
Miramar, FL

Quick Apply

Job Details

Qualifications

Spanish
Financial services customer support
English
High school diploma or GED
Managing clients in a customer support role
Conflict management
Cross-functional collaboration
Account management

Full Job Description

To provide superior standards of service to an assigned portfolio of customers (personal & commercial) with the objective to strengthen customer loyalty and retention, ensuring excellent customer service. Responsible of meeting KYC/KYA AML and other regulatory compliance standards. Ensures documentation is up to date and complete.

Responsibilities:

Provides day-to-day personalized customer service under quality standards defined by the Bank for the international client.
Ensures transactions are processed within service levels by all units of the Bank. Escalates to Management issues related to products and transaction processing that need to be solved at higher level.
Addresses and solves client concerns, claims and queries, ensuring that the process of customer claim resolution is administered within the established parameters of quality and efficiency.
Coordinates with multiple units of the Bank to exceed customer service expectations.
Keeps abreast of current banking products / services, as well as the processes associated to the delivery of these products and services.
Prepares, as requested, activity reports related to customers’ transactions.
Daily follow-up to validate that the customers’ transaction requests have been processed according to customers’ instructions.
Handling the opening of new accounts, Time Deposits and renewals.
Process the inclusion and exclusion of cosigners in existing accounts and other maintenance tasks.
Contact customers for the activation of dormant accounts and invalid e-mails.
Coordination of Credit Cards issuance with customers, travel Memos, activation, payments and temporary increases.
Confirm and process manual and i-wires.
Report and handle Fraud cases with customers and Fraud Prevention Unit.
Processes or requests reference Letters, checkbooks, Stop Payments, Debit Cards and PINs, etc.
Process and send to customers account statements, for deposit accounts, credit cards and loans.
Prepares packages of loan documentation with the respective units and processing of Loans, new Credit Cards and Credit Cards Line increases through loan systems. Prepares Cash Secure Loan Addendum if applicable.
Prepare and process loan advances, loan pay-offs and pay-downs.
Prepare and submit for management approval Pledge Releases.
Contact customers to cover Margin Calls in Pledge Accounts to maintain collateral coverage according to Credit Policies.
Prepare documentation for the change of collateral owners or collateral accounts for Pledge Accounts.
Perform Annual review of Pledge Accounts for existing Lines of credit/Loans.
Daily monitoring of overdrafts, loan maturities, exceptions and past dues. Coordinating with customers the coverage of overdrafts, and payments and renewals of loans.
Obtain required documentation from customers to cure exceptions and past due loans maintaining these indicators within Bank standards.
Daily reviews of significant balance change for AML/BSA purposes. Contact customers to validate transactions, review and validate supporting documentation provided by customers. Maintains client files compliant with regulations.
Updates DVA’s Report.
Processes closing of accounts due to BSA matters.
Responds OFAC possible hits and contact customer to obtain information as required.
Gathers documentation and prepare package for PEP’s approval.
Responds to audits of assigned customer portfolio by internal, external and compliance auditors.
Reviews various anti-money laundering activity reports created by the Compliance Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate.
Answers accurately and on a timely manner BSA/AML inquiries and report any unusual activity that cannot be validated to BSA liaison and to supervisor.
Prepares and keep updated KYC/KYA's and prepares annual certifications of high risk accounts
Adheres to compliance policies and procedures.
Completes assigned training on BSA to keep abreast of regulations.
Acts as back up of other Client Services Associate / Officers.
Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues
To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
All other duties as required

Minimum Education and/or Certifications Requirements:

High School’s degree. Bachelors degree in banking, finance, business administration or related field preferred.

*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered.

Minimum Work Experience Requirements:

At least one year of experience servicing international customer’s accounts

Technical and/or Other Essential Knowledge:

Good understanding of banking products and services. Organizational skills and time management. Superior customer service skills. Excellent knowledge of service quality practices, tools and indicators. Problem solving and conflict resolution skills. Excellent written and verbal communications. Excellent presentation. Results and teamwork oriented. Superior listening skills. Capabilities to learn through experience and seek professional development. Relies on limited experience and judgment to plan and accomplish goals. Ability to deal with irate customers. Perseverance. Ability to deal with multiple departments (networking), across organizational levels, in order to meet or exceed customer needs. Bilingual English-Spanish. Knowledge in the use of banking systems and applications including queries.

Quick Apply

Refine Your Search

registered client associate jobs in miami gardens fl

Client Services Associate I

Client Services Associate II

Registered Client Service Associate

Sr. Registered Client Service Associate

Registered Client Service Associate (Fort Lauderdale, FL)

Registered Client Service Associate - Bilingual Spanish/English

Financial Advisor, Fast Track to Management - Career Transition

Fast Track Financial Sales Manager/Partner Local Candidates Only

Client Service Associate

Registered Client Service Associate

Private Wealth Management Registered Client Service Associate

Private Wealth Management Associate - CPA

Registered Private Wealth Client Associate - Bilingual Spanish Preferred

Wealth Planner (Associate Advisor)

J.P. Morgan Wealth Management - Private Client Investment Associate - Miami, FL

Wealth Management Sales Associate

Senior Registered Client Service Associate (Hallandale Beach, FL)

Private Wealth Management Analyst - Bilingual: Spanish/English

Registered Wealth Management Client Associate - Bilingual Spanish Preferred

Wealth Advisor / Financial Planner

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