Bilingual Senior Registered Client Associate - Finance

Leeds Professional Resources; Miami (FL); Remote; USD 70,000 - 110,000; Full time

Job summary

Leeds Professional Resources seeks a Sr. Registered Client Associate to join our client's team. The role supports financial advisors, aids in administering plans, and drives growth of client relationships through targeted campaigns.

Fluency in English and Spanish is required, with teamwork and a client-focused approach emphasized. The position requires a Series 7 license and the ability to operate in a fast-paced environment, handling multiple priorities and delivering accurate client

Qualifications

• Bilingual fluency in English and Spanish is required.
• Series 7 license is required.
• Strong attention to detail and ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Assist in delivering and executing financial plans in coordination with FAs and branch leadership.
• Support in developing and maintaining client relationships through productivity campaigns.
• Perform operational responsibilities as needed and compose effective client correspondence.
• Utilize firm technology to respond quickly to FA and client inquiries while supporting time management.
• Engage with clients to build trust and foster collaborative relationships with FAs and branch management.

Skills

Bilingual English/Spanish

Attention to detail

Team player

Deadline oriented

Education

Associate’s or Bachelor’s degree preferred

High School diploma

Job description

Leeds Professional Resources seeks a Sr. Registered Client Associate to join our client's team. The role supports financial advisors, aids in administering plans, and drives growth of client relationships through targeted campaigns.

Fluency in English and Spanish is required, with teamwork and a client-focused approach emphasized. The position requires a Series 7 license and the ability to operate in a fast-paced environment, handling multiple priorities and delivering accurate client