Registered Client Associate I
Listing sourced from adzuna on 9/30/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
The Wealth Management Client Services Associate is responsible for providing superior standards of service to an assigned portfolio of affluent and high net worth customers 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. Duties and responsibilities include:Provides day-to-day personalized customer service under qual…
Salary Context for Product Manager
The US national median for Product Manager is $138,360; in Miami the median is $145,278 (+5% vs national).
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