leeds professional resourcesFort Lauderdale, FL
Client Service Associate- UHNW
Client Service Associate- UHNW
Client Service Associate- UHNW
leeds professional resourcesFort Lauderdale, FL
12 days ago
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.
Responsibilities:
Communicate with clients and their advisors regularly. Provide timely and thorough response.
Attend client meetings, document issues discussed and coordinate follow up.
Oversee account opening and closing procedures and review related documents.
Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts
Qualifications:
- 2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in Spanish
- Bachelor's degree is required
- Strong attention to details
Also on the board Same function, level within a rung
Level
Junior
Location
Fort Lauderdale, FL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
12 days ago