Client Service Associate- UHNW

Leeds Professional Resources; Florida; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Leeds Professional Resources is representing a large financial services client in the North Miami area seeking a Client Advisor to serve ultra high net worth clients on a hybrid schedule. You will coordinate meetings, document issues, and ensure timely responses to clients and their advisors.

Responsibilities include overseeing account opening/closing, preparing trust reviews, and processing discretionary distributions.

Qualifications

• 2-3 years minimum of client advisor to ultra high net worth clients.
• Bilingual in Spanish.

Responsibilities

• Communicate with clients and their advisors regularly, providing timely and thorough responses.
• Attend client meetings, document issues discussed and coordinate follow up.
• Oversee account opening and closing procedures and review related documents.
• Prepare initial and annual trust reviews and requests for discretionary distributions from trusts.

Skills

UHNW client advisory

Bilingual Spanish

Job description

This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.

Responsibilities

• Communicate with clients and their advisors regularly. Provide timely and thorough response.
• Attend client meetings, document issues discussed and coordinate follow up.
• Oversee account opening and closing procedures and review related documents.
• Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts

Qualifications

• 2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in Spanish