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Client Service Associate- UHNW

Leeds Professional Resources

Hollywood, FL

This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.

Responsibilities

  • Communicate with clients and their advisors regularly. Provide timely and thorough response.
  • Attend client meetings, document issues discussed and coordinate follow up.
  • Oversee account opening and closing procedures and review related documents.
  • Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts

Qualifications

  • 2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in Spanish
  • Bachelor's degree is required
  • Strong attention to details
Apply
Vacancy posted 2 days ago
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