- Location
- Coral Gables - FL - 999 Ponce De Leon Blvd, United States of America · Ft. Lauderdale, FL
- Workplace
- Onsite
- Type
- Part-time
- Department
- Customer Service
- Source
- Workday
Description
About the Role
HUB International South Florida is seeking a motivated and detail-oriented Wealth Management Client Support Analyst to join our growing advisory team. This entry-level role is ideal for someone early in their financial services career who is eager to build a strong foundation in wealth management operations and client service. You’ll play a critical role in keeping client accounts running smoothly while developing a deeper understanding of financial markets and investment processes.
Key Responsibilities
Perform accurate and timely data entry across client accounts, custodial platforms, and internal systems
Process and manage new account applications and account maintenance requests
Execute and track money movement transactions, including transfers, distributions, and contributions
Support advisor workflows including paperwork preparation, document management, and compliance-related tasks
Coordinate with custodians and internal teams to ensure smooth processing of transactions
Maintain organized and up-to-date client records in accordance with firm policies
Assist with onboarding new clients and supporting ongoing client service needs
Qualifications
Bachelor’s degree required; Finance, Business, or a related field preferred
FINRA Securities Industry Essentials (SIE) Exam required within 90 days of hire date
Strong attention to detail and commitment to accuracy
Proficiency with Microsoft Office Suite; experience with CRM or financial planning platforms is a plus
Excellent organizational and time management skills
Strong written and verbal communication skills
What We’re Looking For
A genuine interest in equity and bond markets, with a desire to stay informed on market developments
A growth mindset — someone willing to learn the business from the ground up and pursue additional licensing (Series 7, 66, or 63 & 65) over time
A team player who takes initiative, asks good questions, and follows through on commitments
Someone who takes pride in doing things the right way — accuracy, compliance, and client trust are non-negotiable in this role
What We Offer
Full-time, in-office position with hybrid flexibility (up to 2 days remote) available after 90 days
Mentorship from experienced financial advisors and operations professionals
A clear path for career growth and licensing support
Exposure to a wide range of financial planning strategies and investment solutions
Competitive compensation commensurate with experience
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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