Bilingual Wealth Management Client Associate

Leeds Professional Resources; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• Prior experience in wealth management, broker/dealer, or RIA is preferred.

Responsibilities

• Cultivate and enhance client relationships through active communication and by processing requests.
• Onboard and maintain client accounts, including documentation and risk assessment.
• Prepare client plans and reports for meetings and review account activity.

Skills

Bilingual: English/Spanish

Client service

Job description

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.