Wealth Onboarding & Client Relationship Leader

A leading financial institution in Miami is seeking an experienced Investment Relationship Officer to lead client onboarding and account opening efforts. The ideal candidate will have 3-7 years of relevant experience, particularly in wealth management or financial services. Responsibilities include acting as the main contact for clients, ensuring accurate documentation and fulfilling requests in a timely manner. This role requires strong analytical and communication skills, as well as industry knowledge of client onboarding processes. #J-18808-Ljbffr