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Amerant Bank

Client Associate

Coral Gables, FL

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location ...

Amerant Bank

Client Associate

Coral Gables, FL · On-site

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location ...

Amerant Bank

Client Associate

Miami, FL

Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location ...

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As of Jun 5, 2026, the average hourly pay for form filling in the United States is $25.58, according to ZipRecruiter salary data. Most workers in this role earn between $23.32 and $29.09 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Form Filling position, and why are they important?

To thrive in a Form Filling role, you need strong attention to detail, basic computer literacy, and a high school diploma or equivalent. Familiarity with data entry software, spreadsheets, and sometimes custom client databases is commonly required. Outstanding organizational skills, reliability, and the ability to manage repetitive tasks with accuracy are important soft skills. These abilities ensure precise data entry, reduce errors, and support smooth administrative operations.

What are the typical daily responsibilities for someone working in a Form Filling position?

A typical day in a Form Filling role involves accurately entering information into various paper or electronic forms, verifying the completeness of data, and correcting simple errors as needed. You may work independently or as part of an administrative or data entry team, and often coordinate with supervisors to clarify information or resolve discrepancies. Attention to deadlines is important, as many tasks are time-sensitive. Some positions also require regular communication with other departments or clients to ensure all required fields are filled correctly. This role is essential for keeping records up-to-date and supporting broader organizational processes.

What is a Form Filling job?

A Form Filling job involves entering data into online or offline forms based on given instructions. It can include tasks like filling out surveys, application forms, or business-related documents. Accuracy and attention to detail are essential, as errors can lead to incorrect submissions. These jobs are often remote and might be paid per form or per project. Some employers require specific software or templates to complete the forms.

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Form Filling jobs near you
Infographic showing various Form Filling job openings in the United States as of May 2026, with employment types broken down into 3% As Needed, 70% Full Time, 14% Part Time, 3% Temporary, and 10% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $53,215 per year, or $25.6 per hour.

Client Associate

Amerant Bank

Coral Gables, FL

Other

Posted 20 days ago

Job description

The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC).
CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.
Duties and responsibilities include:

  • Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
  • Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists.
    Follows-up with prospective customers for any missing documentation that has been determined.
    Initiates and follows-up account opening process.
    Provides support in the onboarding process
  • Provides customer service support by screening customer calls while trying to solve customer queries.
    Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
  • Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
  • Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc.
  • Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media.
    CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
  • Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
  • Acts as backup as needed for other CAs
  • In order to fulfill duties with expected level of competency, incumbent must demonstrate:
    • o Ability and eagerness to learn. o Verbal, written and interpersonal skills. o Customer service orientation. o Organization skills (archiving, tracking, follow-up)Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered.
    Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.Minimum Work Experience Requirements:1 year of experience supporting Wealth Management AdvisorsTechnical and/or Other Essential Knowledge:Fully bilingual (English/Spanish) - Fluent, including writingExperienced PC user with strong command of MS Office applications

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