Registered Client Service Associate -Miami, FL

Registered Client Service Associate (Trading and Operations) – Miami, FLFinTrust Connect has partnered with a boutique, Family Office in Brickell that supports high net worth (HNW) and ultra-high net worth (UHNW) families and family-office style relationships across the U.S., LATAM, and Europe. The practice is built around wealth creation guided by risk management, with a strong emphasis on capital preservation, liquidity planning, and multi-generational decision‐making.This is a plug‐and‐play opportunity for a mature, highly organized operator who thrives on fast turnaround, clean documentation, and high standards. You will execute trades, support account opening and ongoing maintenance across brokerage and advisory accounts, and provide RIA administrative support. You'll also coordinate select client service items connected to complex structures, trusts, and estate planning workflows, plus occasional life insurance coordination as needed.Spanish is required and used throughout the day.Why this opportunity?Culture: Relationship‐driven, integrity‐first environment with a long‐term partnership mindset, personalized service, high accountability, long term growth, and performance with purpose for multi‐generational client outcomes.Workplace: Hybrid in Brickell, FL. Expect to be in‐office most days, with up to 2 days/week remote based on business needs and client meetings.Function: Primary ownership of trade execution and operational efficiency, with support across account opening, account maintenance, RIA administration, and documentation hygiene.RequirementsActive FINRA Series 7 and 66 licenseAbility to execute trades with speed and accuracy5+ years of wealth management client service and operations experience supporting advisors and client accountsProfessional fluency in Spanish (used most of the day for client communication)Strong operational execution and follow‐through with tight deadlines and high accuracy expectationsExperience with account opening, account maintenance, and complex client structures (trusts/estates)High proficiency with Microsoft Excel and Outlook; strong document management disciplineAbility to work onsite in Brickell as needed, with a hybrid cadenceDescriptionExecute trades based on client instructions and advisor guidance, ensuring timely entry, correct allocations, and clean documentationMaintain the trade blotter and operational logs; track status through settlement and resolve exceptions proactivelySupport account opening for brokerage and advisory accounts, gathering required documentation and ensuring completeness and accuracyOwn day‐to‐day account maintenance, including routine updates such as W–8 forms and related client documentationDrive operational efficiency by streamlining day‐to‐day tasks, improving file organization, and tightening follow‐up routinesPartner with broker‐dealer and custodian teams (including assigned account manager) to support requests, checks and balances, and service escalationsSupport administrative operations tied to the RIA, including keeping required records current and supporting reporting/aggregation workflows as applicableCoordinate with attorneys and external partners to support client estate planning workflows and documentation needsProvide operational support for lending‐related requests when applicable, including opening a credit line and coordinating documentationSupport life insurance coordination tasks for an affiliated business as needed (administrative follow‐through and client readiness)Handle inbound client requests with strong service posture, clear communication, and consistent follow‐throughMaintain risk awareness, follow policies/procedures, and operate with strong attention to compliance, confidentiality, and audit readiness#J-18808-Ljbffr