Client Associate Jobs in Miami, FL
Client Associate jobs in Miami are concentrated in Brickell, the Downtown Financial District, and Coral Gables, across wealth management, private banking, and financial services firms. Employers hiring right now include Alvarez & Marsal, UBS, and Orbiss. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 11+ Client Associate jobs
What would your role be?
- Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
- Be the go-to expert when it comes to the administration of the client’s accounts (openings, closings, cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
- Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.
- Serve as the single point of contact for all facility management-related topics, ensuring smooth operations and addressing any issues promptly.
- Provide hands-on support for facility-related tasks, including minor repairs, furniture assembly, and equipment setup.
- Collaborate with internal teams and external vendors to manage office renovations, general cleaning topics, or reconfigurations.
What are we looking for?
- Previous experience in a similar position within the banking industry.
- Fluency in English and effective communication skills. Additional languages would be an advantage.
- A strong team-player and a strong interest for a high-level client service.
- Good understanding of financial products and markets.
- Excellent IT skills (software tools, MS office).
What do we offer?
- Top Miami location
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
Compensation:
The salary range for this role is $80,000 - $110,000.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
Do you want to be Vontobel?
What would your role be?
- Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
- Be the go-to expert when it comes to the administration of the client’s accounts (openings, closings, cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
- Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.
- Serve as the single point of contact for all facility management-related topics, ensuring smooth operations and addressing any issues promptly.
- Provide hands-on support for facility-related tasks, including minor repairs, furniture assembly, and equipment setup.
- Collaborate with internal teams and external vendors to manage office renovations, general cleaning topics, or reconfigurations.
What are we looking for?
- Previous experience in a similar position within the banking industry.
- Fluency in English and effective communication skills. Additional languages would be an advantage.
- A strong team-player and a strong interest for a high-level client service.
- Good understanding of financial products and markets.
- Excellent IT skills (software tools, MS office).
What do we offer?
- Top Miami location
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
Compensation:
The salary range for this role is $80,000 - $110,000.
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability. Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
Do you want to be Vontobel?
See All 11 Client Associate Jobs in Miami
Find roles in Miami that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Job Market in Miami
Who's Hiring
Top Industries Hiring
- Consulting & Professional Services
Client Associate Jobs in Miami: Frequently Asked Questions
How do I get a client associate job in Miami?
The strongest path into a client associate role in Miami runs through the wealth management and private banking firms clustered in Brickell and Coral Gables. Candidates who speak Spanish fluently have a clear edge given Miami's Latin American client base. Targeting regional and international banks, family offices, and independent advisory firms gives you the widest pool of openings, and prior experience in client services or financial operations moves you to the front of the line.
Which companies hire client associates in Miami?
Companies currently hiring client associates in Miami include Alvarez & Marsal, UBS, and Orbiss, per current listings on Migrate Mate as of November 2026. Miami's hiring pool is notably broad, mixing global investment banks, boutique wealth managers, and international private banks drawn by the city's role as a gateway to Latin American capital.
Are there remote client associate jobs in Miami?
Yes, though remote availability is limited for this role since client associate work often requires in-person client interaction and branch presence. About 100% of client associate openings tied to Miami are remote or hybrid as of November 2026, with hybrid arrangements more common than fully remote. The operational and analytical support duties, such as account documentation and reporting, are the tasks most likely to carry a hybrid or remote option in Miami firms.
How can I get a client associate job in Miami with little or no experience?
The most realistic entry point in Miami is a client services coordinator or operations associate role at one of the international or regional banks headquartered in Brickell. Many of these firms hire candidates with a finance or business degree and promote internally into client associate positions. Strong Spanish language skills and familiarity with cross-border account documentation give entry-level candidates a tangible advantage with Miami's internationally focused employer base.
Which industries hire the most client associates in Miami?
Most client associate openings in Miami sit in Consulting & Professional Services, per current listings on Migrate Mate as of November 2026. Miami's position as a hub for Latin American wealth management and international banking drives concentrated demand in those sectors, with financial services firms consistently accounting for the largest share of local postings.
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