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Registered Client Services

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Miami

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a dedicated Registered Client Services candidate to join our my clients team in Miami, Florida. In these roles, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service.

Job Responsibility:

  • 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

Requirements:

  • Must have Series 7 and 66 licenses
  • Bilingual in Spanish and English
  • Strong background in wealth management
  • Excels in handling complex financial transactions
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Eligible to enroll in company 401(k) plan
  • Access to top jobs, competitive compensation and benefits
  • Free online training

Additional Information:

Job Posted:
March 21, 2026

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