Client Services Advisor- UHNW
Leeds Professional Resources, Florida, NY, United States
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
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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
#J-18808-Ljbffr