What are the responsibilities and job description for the Client Services Advisor- UHNW position at Leeds Professional Resources?
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
Salary : $80,000 - $90,000