Senior Client Associate - Wealth Management

Leeds Professional Resources; Miami (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Leeds Professional Resources is seeking new talent in Miami to join their dynamic financial services team. The role focuses on non-sales related functions, facilitating support for a top producing team. You’ll handle client communication, assist with paperwork, and prepare meeting documentation.

This is an excellent opportunity for those looking to grow their career in a reputable firm with significant operations in Miami and provides essential support to enhance team effectiveness.

Qualifications

• Strong communication skills to interact with clients effectively.
• Detail-oriented to ensure accuracy in financial paperwork.
• Familiarity with financial procedures and regulations is a plus.

Responsibilities

• Assist the team with non-sales related functions.
• Prepare meeting documents and materials.
• Schedule meetings using various applications.
• Respond to client questions regarding accounts.
• Review daily activity for accuracy.
• Process client paperwork and obtain needed information.
• Assist with online access for financial statements.
• Attend training sessions required by regulatory agencies.

Skills

Client communication

Attention to detail

Financial services knowledge

Job description

Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth.

Responsibilities:

• Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc.
• Prepare meeting documents and other materials.
• Schedule meetings for team utilizing our group’s various applications
• Respond to client questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
• Process client paperwork (including communicating directly with clients to obtain all information needed)
• Assist with establishing online access for statements, confirms, proxy materials and other services.
• Attend compliance and continuing education training sessions as required by regulatory agencies and the firm.