Client Relations Analyst

Talent Lab Partners LLC; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Talent Lab Partners LLC is seeking a Client Relations Analyst with 3+ years of wealth management experience to support high-net-worth and ultra-high-net-worth clients. You will work closely with advisors, operations, and compliance to manage onboarding, servicing, and portfolio reporting.

The ideal candidate communicates well in English and Spanish, excels in Excel and PowerPoint, and can handle multiple client requests with precision and speed.

Qualifications

• 3+ years in wealth management client service or advisor support.
• Experience onboarding and asset transfers for high net worth clients.
• Fluent English; Spanish preferred.
• Strong Excel and PowerPoint skills with analytical focus.
• Excellent organizational skills and attention to detail.
• Bachelor’s degree in Finance, Business Administration, Accounting, or related field preferred.
• Willingness to travel occasionally.

Responsibilities

• Serve as primary contact for clients with inquiries and service requests.
• Manage onboarding, KYC/AML, and system setup for new accounts.
• Coordinate asset transfers and cash movement requests with documentation.
• Maintain and update client information; address statements and changes.
• Prepare portfolio updates, performance reports, and meeting materials.
• Coordinate with custodians, operations, compliance, and professionals.
• Maintain accurate client records and timely follow-through.
• Review account data for accuracy while protecting confidentiality.

Skills

Wealth management experience

English/Spanish bilingual

Microsoft Excel

PowerPoint

Attention to detail

Multi-tasking

Education

Bachelor’s degree in Finance, Business Admin, Accounting, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

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.

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.

Key Responsibilities

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

Qualifications

• 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.
• Experience supporting high-net‑worth clients and managing onboarding, account maintenance, and asset transfers.
• Fluency in English and Spanish is preferred, with strong written and verbal communication skills.
• Proficiency in Microsoft Excel and PowerPoint, with strong analytical and problem-solving skills.
• Excellent organization and attention to detail, with the ability to manage multiple priorities independently.
• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field preferred.
• Availability for occasional travel.

Preferred Experience

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