Wealth Management Client Associate
$90k - $115kLeeds Professional Resources
Base pay range $90,000.00/yr - $115,000.00/yr Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top‑producing team and have strong opportunities for career growth. Responsibilities Assist the team with all non‑sales related functions: Opening new accounts, ACATs, money movement, etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy. Process client paperwork (including communicating directly with clients to obtain all information needed). Assist with establishing online access for statements, confirms, proxy materials and other services. Attend compliance and continuing education training sessions as required by regulatory agencies and the firm. Various related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr
Vacancy posted 3 days ago
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