What are the responsibilities and job description for the Wealth Management Client Associate position at Leeds Professional Resources?
We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! This role will be responsible for opening new accounts and assisting advisors.
Responsibilities
- The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts
- This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts
- Investigate and review documentation for opening new international accounts, including complex entities
- Provide support and guidance to branch offices regarding legal opinions for international jurisdictions and documentation required based on each account type
- Process and update information on existing international accounts to ensure compliance, including data points such as address, phone number, or authorized individuals
- Collaborate with other areas such as AML, Tax Reporting, and legal to ensure documentation and data received align with firm policies and procedures
- Review and monitor daily reports as related to new and existing foreign accounts
- Address branch inquiries and concerns promptly, demonstrating a commitment to excellent client service
Requirements:
- Prior experience in a wealth management firm
Salary : $80,000 - $100,000