Leeds Professional Resources · 4 hours ago
Wealth Management Client Associate
Aventura, FL
Full-time
Onsite
Mid Level
3+ years expLeeds Professional Resources is an established and growing financial services firm with significant operations in Aventura. They are seeking a Wealth Management Client Associate to support a top producing team, assisting with non-sales related functions and providing excellent client service.
Human ResourcesRecruitingStaffing Agency
Responsibilities
Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc
Prepare meeting documents and other materials
Schedule meetings for team utilizing our group’s various applications
Respond to client questions regarding accounts, policies, and procedures
Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy
Process client requests (wires, checks, journals, etc.)
Process client paperwork (including communicating directly with clients to obtain all information needed)
Assist with establishing online access for statements, confirms, proxy materials and other services
Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
Various related duties
Qualification
Required
Bachelors degree
3+ years of relevant experience
Bilingual English/Spanish
Company
Leeds Professional Resources
Leeds Professional Resources provides staffing, consulting and human resource services to the financial sector.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase