Wealth Management Client Associate: Client Services & Operations

Leeds Professional Resources; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Leeds Professional Resources is seeking a Wealth Management Client Associate to provide high-quality administrative, operational, and client service support to Financial Advisors and clients. This role is a key contact, ensuring client needs are handled efficiently with professionalism.

The ideal candidate is organized, detail-oriented, proactive, and comfortable in a fast-paced financial services environment.

Qualifications

• Bachelor's degree preferred in finance, business, economics or related field.
• 1–3+ years in wealth management or related client-service environment preferred.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Ability to handle confidential information.

Responsibilities

• Serve as a primary point of contact for clients by phone, email, and in person.
• Assist clients with account openings, transfers, distributions, deposits, withdrawals, and maintenance.
• Prepare and process client paperwork ensuring accuracy and compliance with firm policies.
• Coordinate with custodians, investment platforms, and internal departments to resolve requests.
• Maintain accurate client records and information.
• Assist Advisors with daily administrative and operational activities.
• Prepare client meeting materials, reports, and presentations.
• Schedule client appointments and prep for meetings.
• Monitor outstanding client requests and provide updates.
• Handle sensitive financial and personal information confidentially.
• Support onboarding and offboarding processes.
• Assist with compliance documentation and regulatory procedures.
• Identify opportunities to improve client experience and operational efficiency.
• Develop relationships with clients, advisors, and internal business partners.

Skills

Organizational skills

Time management

Communication skills

Attention to detail

Prioritization

Interpersonal skills

Client-service skills

Education

Bachelor's degree preferred in Finance/Business/Economics

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Leeds Professional Resources is seeking a Wealth Management Client Associate to provide high-quality administrative, operational, and client service support to Financial Advisors and clients. This role is a key contact, ensuring client needs are handled efficiently with professionalism.

The ideal candidate is organized, detail-oriented, proactive, and comfortable in a fast-paced financial services environment.