Senior Client Associate / Office Manager (Finance)

TL;DR

Senior Client Associate / Office Manager (Finance): Managing client portfolios and account administration for a US licensed Registered Investment Adviser with an accent on KYC compliance and facility management. Focus on optimizing office operations, supporting relationship managers in investment proposals, and ensuring high-level client service.

Location: Onsite in Miami, USA

Salary: $80,000 - $110,000

Company

A family-owned and publicly listed Swiss financial company headquartered in Zurich with a global presence across 28 locations.

What you will do

• Manage client portfolios, including account openings, closings, cash management, and stock exchange orders.
• Monitor risk and compliance indicators to anticipate and mitigate potential risks.
• Support relationship managers with KYC matters and the preparation of investment proposals.
• Act as the primary contact for facility management, addressing operational issues promptly.
• Perform hands-on tasks such as furniture assembly, equipment setup, and minor repairs.
• Collaborate with external vendors to manage office renovations, cleaning, and reconfigurations.

Requirements

• Previous experience in a similar position within the banking industry.
• Fluency in English and effective communication skills.
• Strong understanding of financial products and markets.
• Proficiency in MS Office and general IT software tools.
• Must be based in Miami for onsite office and facility management.

Culture & Benefits

• Prime office location in Miami.
• Access to the latest technology to support professional growth.
• Agile work environment built on mutual trust.
• Flat hierarchy with collaboration encouraged at all levels.