Bilingual Wealth Management Associate

Leeds Professional Resources; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Leeds Professional Resources seeks a bilingual Client Associate for an investment management firm in Miami. You will support sophisticated clients and their investment professionals, coordinating account activity with accuracy and discretion.

Responsibilities include handling service requests, account setup/maintenance, and documentation, while maintaining organized records and ensuring timely tax reporting materials. Fluency in Spanish is required.

Qualifications

• Bachelor's degree in business, finance, accounting, or a related field required.
• Fluency in written and spoken Spanish required.
• Proficiency in Excel, Word, PowerPoint, and Adobe Acrobat.
• Strong written and verbal communication skills and a professional approach to client service.
• Excellent organizational skills, attention to detail, and consistent follow-through.
• Ability to manage concurrent priorities and exercise discretion with sensitive financial information.

Responsibilities

• Oversee client service requests from receipt through completion, communicating progress and coordinating outstanding items.
• Facilitate account establishment and maintenance, ensuring documentation is complete and requirements are addressed.
• Coordinate cash and securities movements, including investment funding and proceeds, with appropriate approvals and verification.
• Administer investment subscription paperwork and support related identity verification and due diligence processes.
• Work with financial institutions and investment service providers to resolve processing issues.
• Coordinate documentation and account requests with clients' legal and financial advisors.
• Maintain organized records and facilitate delivery of tax reporting materials.
• Collaborate with investment, accounting, and operations colleagues while adhering to established compliance procedures.

Skills

Spanish language

Communication skills

Education

Bachelor's degree in business, finance, accounting, or related field

Tools

Excel

Word

PowerPoint

Adobe Acrobat

Job description

An investment management firm is seeking a Bilingual Client Associate to support sophisticated clients and their investment professionals. The position offers meaningful client interaction and responsibility for coordinating account activity, investment documentation, and service requests that require sound organization, accuracy, and discretion.

Responsibilities

• Oversee client service requests from receipt through completion, communicating progress and coordinating outstanding items.
• Facilitate account establishment and maintenance, ensuring documentation is complete and requirements are addressed.
• Coordinate cash and securities movements, including investment funding and proceeds, with appropriate approvals and verification.
• Administer investment subscription paperwork and support related identity verification and due diligence processes.
• Work with financial institutions and investment service providers to resolve processing issues.
• Coordinate documentation and account requests with clients' legal and financial advisors.
• Maintain organized records and facilitate delivery of tax reporting materials.
• Collaborate with investment, accounting, and operations colleagues while adhering to established compliance procedures.

Qualifications

• Bachelor's degree in business, finance, accounting, or a related field required.
• Fluency in written and spoken Spanish required.
• Proficiency in Excel, Word, PowerPoint, and Adobe Acrobat.
• Strong written and verbal communication skills and a professional approach to client service.
• Excellent organizational skills, attention to detail, and consistent follow-through.
• Ability to manage concurrent priorities and exercise discretion with sensitive financial information.

If you are seeking a collaborative team where you can work closely with investment professionals and develop lasting client relationships.