Wealth Management Client Relations Analyst

Talent Lab Partners LLC; Miami (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

Talent Lab Partners LLC is seeking a Client Relations Analyst with 3+ years of wealth management experience to support high-net-worth and ultra-high-net-worth clients. You will work closely with advisors, operations, and compliance to manage onboarding, servicing, and portfolio reporting.

The ideal candidate communicates well in English and Spanish, excels in Excel and PowerPoint, and can handle multiple client requests with precision and speed.

Qualifications

• 3+ years in wealth management client service or advisor support.
• Experience onboarding and asset transfers for high net worth clients.
• Fluent English; Spanish preferred.
• Strong Excel and PowerPoint skills with analytical focus.
• Excellent organizational skills and attention to detail.
• Bachelor’s degree in Finance, Business Administration, Accounting, or related field preferred.
• Willingness to travel occasionally.

Responsibilities

• Serve as primary contact for clients with inquiries and service requests.
• Manage onboarding, KYC/AML, and system setup for new accounts.
• Coordinate asset transfers and cash movement requests with documentation.
• Maintain and update client information; address statements and changes.
• Prepare portfolio updates, performance reports, and meeting materials.
• Coordinate with custodians, operations, compliance, and professionals.
• Maintain accurate client records and timely follow-through.
• Review account data for accuracy while protecting confidentiality.

Skills

Wealth management experience

English/Spanish bilingual

Microsoft Excel

PowerPoint

Attention to detail

Multi-tasking

Education

Bachelor’s degree in Finance, Business Admin, Accounting, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Talent Lab Partners LLC is seeking a Client Relations Analyst with 3+ years of wealth management experience to support high-net-worth and ultra-high-net-worth clients. You will work closely with advisors, operations, and compliance to manage onboarding, servicing, and portfolio reporting.

The ideal candidate communicates well in English and Spanish, excels in Excel and PowerPoint, and can handle multiple client requests with precision and speed.