Wealth Management Client Support Associate

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

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.