Client Relations Analyst

Job Description

Client Relations Analyst

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Location: Miami, Florida

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Industry: Wealth Management | Full Time

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About the Role

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Our client - an independent wealth management firm is seeking a Client Relations Analyst with 3+ years of wealth management experience to support high-net-worth and ultra-high-net-worth clients.

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This role works closely with advisors, the Client Relations team, Operations, and Compliance to manage client onboarding, account servicing, and portfolio reporting. The ideal candidate is a polished communicator who can handle client requests accurately and follow through promptly.

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Key Responsibilities

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• Serve as a point of contact for clients, responding to account inquiries and service requests
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• Manage client onboarding, including account-opening paperwork, Know Your Customer and anti-money-laundering documentation, and internal system setup.
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• Coordinate asset transfers and cash movement requests, ensuring required documentation and approvals are complete.
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• Maintain existing accounts, update client information, and address statement inquiries and account changes.
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• Prepare client portfolio updates, performance reports, presentations, and meeting materials to support advisors.
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• Coordinate with custodians, Operations, Compliance, and outside professionals to resolve requests and account issues.
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• Maintain accurate client records, track outstanding requests, and ensure timely follow-through.
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• Review account and portfolio information for accuracy while protecting confidential client data.
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Qualifications

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• 3+ years of direct wealth management experience in a client service, client relations, or advisor support role at an RIA, private bank, broker-dealer, or wealth management firm.
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• Experience supporting high-net-worth clients and managing onboarding, account maintenance, and asset transfers.
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• Fluency in English and Spanish is preferred, with strong written and verbal communication skills.
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• Proficiency in Microsoft Excel and PowerPoint, with strong analytical and problem-solving skills.
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• Excellent organization and attention to detail, with the ability to manage multiple priorities independently.
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• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field preferred.
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• Availability for occasional travel.
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Preferred Experience

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• Familiarity with Fidelity Wealthscape, comparable custodian platforms, and client relationship management systems.
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• Experience with trusts, LLCs, and corporate accounts, including related onboarding documentation.
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