Wealth Management Client Services Associate
northpointe staffing professionalsCoral Gables (FL)
Wealth Management Client Services Associate
Posted yesterday
northpointe staffing professionalsCoral Gables (FL)
SENIORITY
Junior
About the role
Northpointe Staffing Professionals is seeking an experienced Branch Operations Support role within the Wealth Management team. You will greet clients, build relationships with clients and advisors, and coordinate with operations to support daily branch activities.
Responsibilities include calendar management, cash handling, securities processing, and maintaining records. A strong focus on client experience and regulatory awareness is essential.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.