Bilingual Wealth Management Client Associate

Leeds Professional Resources; New York (NY); On-site; USD 55,000 - 85,000; Full time

Job summary

Leeds Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join our client’s team in New York. You will cultivate client relationships, process requests, verify authorizations, onboard accounts, and support financial advisors in delivering a client service model.

Responsibilities include preparing financial plans and reports, coordinating meetings, and handling administrative tasks to ensure smooth daily operations in a wealth management

Qualifications

• Prior experience in a wealth management firm.

Responsibilities

• Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current.
• Identify and assist with Firm services and solutions that support clients’ needs.
• Confirm authorization and authenticate client when processing requests.
• Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples.
• Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors.
• Prepare financial plans, client reports, and other materials for client meetings.
• Review and take appropriate action on client account alerts.
• Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Skills

Fluent English

Fluent Spanish

Job description

Leeds Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join our client’s team in New York. You will cultivate client relationships, process requests, verify authorizations, onboard accounts, and support financial advisors in delivering a client service model.

Responsibilities include preparing financial plans and reports, coordinating meetings, and handling administrative tasks to ensure smooth daily operations in a wealth management