Client Service Associate- UHNW
leeds professional resourcesHollywood, FL
Client Service Associate- UHNW
leeds professional resourcesHollywood, FLJunior L3
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsBrokerage Clerks
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOWThis 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
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Level
Junior L3
Location
Hollywood, FL
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
8 days ago