Client Service Associate- UHNW

Leeds Professional Resources; Town of Florida (NY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Leeds Professional Resources is seeking a client advisor on a hybrid schedule near North Miami, FL for a leading financial services client. You will communicate with clients and their advisors, document issues, and coordinate follow-up to ensure timely resolutions.

You will oversee account opening/closing, prepare initial and annual trust reviews, and handle discretionary distributions from trusts, requiring 2–3 years of UHNW advisory experience and Spanish language proficiency.

Qualifications

• 2–3 years of experience advising UHNW clients.
• Bilingual in Spanish.

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.

Skills

UHNW client advisory

Spanish bilingual

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