Senior Client Associate – Financial Services (Bilingual)

Leeds Professional Resources; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Leeds Professional Resources in Miami seeks a detail-oriented professional to support a top producing financial services team. The role includes handling non-sales functions, preparing documents, scheduling meetings, and responding to client inquiries in English and Spanish, with emphasis on accuracy and regulatory compliance.

Success in this position will rely on client service, effective communication, and the ability to coordinate across multiple applications and teams within a growing firm.

Qualifications

• Preferred bilingual proficiency in English and Spanish.
• Experience supporting a top producing team in financial services is advantageous.
• Strong client service and communication skills desired.

Responsibilities

• Assist team with non-sales functions: opening new accounts, ACATs, money movement, etc.
• Prepare meeting documents and materials.
• Schedule meetings for the team using group applications.
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile client activity, fund transfers, and prior day’s activity for accuracy.
• Process client paperwork and communicate with clients to obtain required information.
• Assist with online access for statements, confirms, proxy materials, and other services.
• Attend compliance and continuing education training sessions as required.

Skills

Fluent English

Fluent Spanish

Job description

Leeds Professional Resources in Miami seeks a detail-oriented professional to support a top producing financial services team. The role includes handling non-sales functions, preparing documents, scheduling meetings, and responding to client inquiries in English and Spanish, with emphasis on accuracy and regulatory compliance.

Success in this position will rely on client service, effective communication, and the ability to coordinate across multiple applications and teams within a growing firm.