Bilingual Wealth Management Client Associate
Leeds Professional Resources
Leeds Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join our client’s team in New York. You will cultivate client relationships, process requests, verify authorizations, onboard accounts, and support financial advisors in delivering a client service model. Responsibilities include preparing financial plans and reports, coordinating meetings, and handling administrative tasks to ensure smooth daily operations in a wealth management #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 3 days ago
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