Bilingual Wealth Management Client Associate
Leeds Professional Resources
Leeds Professional Resources is assisting a Wealth Management client in the Miami area to hire a bilingual Client Associate fluent in English and Spanish. You will support Financial Advisors by handling client inquiries, processing requests, onboarding accounts, preparing plans and reports, and coordinating meetings. This role requires prior experience from a broker/dealer, RIA, or other wealth management firm, and strong communication with diverse clients. On-site, full-time position in Florida. #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 7 hours ago
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