What are the responsibilities and job description for the Senior Client Associate - Wealth Management position at Leeds Professional Resources?
Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will support a top producing team and have strong opportunities for career growth.
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
Requirements:
- Bachelors degree
- 3 years of relevant experience
- Bilingual English/Spanish