Hybrid: Bilingual HNW Client Services Advisor

Leeds Professional Resources is looking for a client advisor for a financial services firm in the Town of Florida, NY. This role requires 2-3 years of experience serving ultra high net worth clients and proficiency in Spanish. Responsibilities include client communication, attending meetings, overseeing account procedures, and preparing trust reviews. The position offers a hybrid work schedule, allowing flexibility while ensuring clients receive top-notch service.
#J-18808-Ljbffr