Wealth Management Operations & Relationship Specialist

Leeds Professional Resources; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Leeds Professional Resources in New York seeks a Wealth Management Relationship Associate to support Financial Professionals with day-to-day operational, service, and relationship needs. You will be the primary contact for advisor requests, onboarding, and issue resolution, coordinating across teams to ensure accurate, compliant service.

The role requires understanding brokerage/wealth management environments, prioritizing multiple requests, and maintaining high accuracy under regulatory

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field.
• 3+ years of experience in financial services, brokerage operations, wealth management, or related environment.
• Strong client service and communication skills.

Responsibilities

• Provide day-to-day operational and service support to Financial Professionals, including requests and escalated matters.
• Coordinate onboarding for new Financial Professionals and assist with transition of their business to the firm.
• Review new account documentation for completeness and regulatory adherence.
• Process and coordinate asset movements, fund distributions, and other account-related transactions.
• Work with internal departments to resolve operational and client service issues.

Skills

Client service

Communication

Attention to detail

Time management

Prioritization

Education

Bachelor’s degree in Business Administration or Finance

Tools

Pershing

Job description

Leeds Professional Resources in New York seeks a Wealth Management Relationship Associate to support Financial Professionals with day-to-day operational, service, and relationship needs. You will be the primary contact for advisor requests, onboarding, and issue resolution, coordinating across teams to ensure accurate, compliant service.

The role requires understanding brokerage/wealth management environments, prioritizing multiple requests, and maintaining high accuracy under regulatory