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Description

We are looking for a dedicated Client Services Representative to join our team in Miami, Florida. In this role, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.

Responsibilities:

• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.

• Process money movements, including credit card transfers and account transactions, with precision.

• Facilitate the setup and management of new client accounts while adhering to compliance standards.

• Handle password resets and maintain secure access for client accounts.

• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.

• Act as a liaison between clients and legal or financial teams, ensuring effective communication.

• Provide support for estate and trust-related matters, offering tailored solutions.

• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.

• Collaborate with internal teams to enhance service delivery and operational efficiency.

*Ensure compliance and manage W-8 forms processes

*Expense and Regulatory coordination

*Oversee and track trade blotter and ensure proper archiving

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

Requirements • Minimum of 3 years of experience in wealth management or private client services.

• Strong expertise in credit card transaction processing and account administration.

• Proven ability to manage relationships with high-net-worth clients.

• Familiarity with estate and trust-related financial matters.

• Series 7 or 65 certification is required.

• Bilingual proficiency in Spanish and English for effective communication.

• Exceptional organizational skills and attention to detail.

• Ability to handle sensitive client information with the utmost confidentiality.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .