Senior Registered Client Associate - International
Wells Fargo
Miami, Florida, United States
Brokerage client support experience
Finra series 7 and 63
Spanish/english bilingual proficiency
Review formation documents and identification for offshore structures and Non-Resident Alien accounts
Job Summary
Review formation documents and identification for offshore structures and Non-Resident Alien accounts.
Facilitate client requests for account related information and/or quotes, schedule and prepare for appointments with clients, establish and service client accounts.
Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable.
Matching Summary
Review formation documents and identification for offshore structures and Non-Resident Alien accounts.