At Meira Wealth, we’re dedicated to delivering a high-touch, personalized wealth management experience for our clients. We believe that exceptional service, seamless technology integration, and a collaborative team culture are the cornerstones of success. Join us as a Client Service Associate and play a key role in driving our business growth by ensuring outstanding client experiences and operational efficiency.

KEY RESPONSABILITIES

Client Engagement & Support

Respond promptly and professionally to client inquiries while delivering a WOW client experience and maintaining high professional standards.

• Coordinate transactions, including opening and closing accounts, transfers, deposits, and withdrawals.
• Communicate transaction status updates clearly to clients and advisors.

Custodian Relationship Management

Act as the primary point of contact for our main custodians (Schwab and Fidelity) and secondary custodians (TIAA Cref, Nationwide, American Funds, 529 Plan providers, etc.).

• Ensure compliance and resolve account servicing matters efficiently.

Administrative & Organizational Excellence

Maintain meticulous digital filing of client documents in Egnyte, adhering to internal naming protocols and SEC guidelines.

• Schedule client appointments and assist advisors with meeting preparation.
• Handle inbound phone calls, ensuring all calls are answered, screened, or transferred promptly and accurately.

Technology Integration & Data Management

Keep Salesforce CRM and financial planning software (eMoney/MyMoneyLife) up to date with client and prospect information.

• Provide basic technical support to staff, troubleshoot software-related issues, and coordinate with vendors on updates and upgrades.
• Uphold data privacy regulations and internal policies to safeguard sensitive client information.

Compliance & Regulatory Support

Complete compliance review action items and collaborate with the Chief Compliance Officer to perform periodic account reviews.

• Prepare, submit, and track necessary paperwork to custodians.

Collaboration & Reporting

• Team with clients’ other advisors (e.g., attorneys, CPAs) to provide relevant documents and updates.
• Identify opportunities for process improvements to enhance overall client satisfaction and operational efficiency.

PROFESSIONAL COMPETENCIES

Client-Focused Approach

Demonstrate a genuine empathy for client needs, ensuring clarity and care in all interactions.

Communication & Presentation Skills

Convey complex details concisely through email, phone, and in-person meetings, adapting to different audiences.

Business Development Orientation

Recognize growth opportunities and proactively contribute to the firm’s expansion through strategic collaboration and process improvements.

Technology Integration & Support

Advocate for effective technology adoption across the organization, providing front-line support and managing vendor relationships.

Organizational Improvement

Show intellectual curiosity and a drive to innovate—constantly seeking ways to enhance processes and operations.

PERSONAL COMPETENCIES

Time Management & Prioritization

Balance multiple tasks with a keen eye for detail.

Approachability

Listen empathetically and value diverse perspectives, fostering strong interpersonal relationships.

Integrity & Trust

Maintain strict confidentiality and honesty in all dealings, accepting accountability for mistakes.

Peer Relationships

Collaborate effectively with colleagues, gaining trust and support through teamwork and openness.

Presentation Skills

Communicate in a clear, concise manner that delivers the intended impact.

How to be GREAT at this Job

• You're an excellent communicator, on the phone, in person and in writing.
• You can read in between the lines and be wise beyond your years to know what clients really need
• You are obsessive about organization and task management. You have your wardrobe color coded and organized by seasons
• You already know the differences between Roths and 401ks, Roth Conversions and IRA Rollovers and Revocable Vs Irrevocable Trusts. You feel proud about geeking out all this financial lingo with your friends
• You sincerely love dealing with people and feel like your team and clients are like an extended family.
• You make stuff happen. Better yet, you can't wait to tell us about a new creative way to do something that we haven't thought of
• People always ask you to help because when you say you'll do something, you'll do it.

BENEFITS You'll Get:

• Base compensation ranging from $55K-$75K annually based on experience and education. Eligible to participate in the team business growth incentive plan.
• 401(k)/Roth 401(k) retirement plan, with annual company match
• Access to Health Insurance coverage, including health, dental, vision, HSA, and more
• Paid and very Flexible Time Off Policy
• Educational Plan that constantly encourages employee growth and development
• An engaging and fun work environment
• Work in one of the leading RIAs in Miami

• Ability to legally work in the USA immediately
• Have at least 1-2 years of experience in financial services
• Ability to be in commuting distance from our main office in Coral Gables, Florida

About Meira Wealth

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