Wealth Management Client Associate

Leeds Professional Resources · Miami

FULL TIME

Job Description

The Wealth Management Client Associate provides high-quality administrative, operational, and client service support to Financial Advisors and their clients. This role serves as a key point of contact for clients, helping ensure their needs are handled efficiently while maintaining a high standard of professionalism, accuracy, confidentiality, and service.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable working in a fast-paced financial services environment. They should enjoy building strong client relationships and collaborating closely with Financial Advisors and other members of the wealth management team.

Key

Responsibilities

Serve as a primary point of contact for clients, providing responsive and professional service by phone, email, and in person.

Assist clients with account-related requests, including account openings, transfers, distributions, deposits, withdrawals, and maintenance.

Prepare and process client paperwork and documentation while ensuring accuracy and compliance with firm policies and procedures.

Coordinate with custodians, investment platforms, and internal departments to resolve client requests and operational issues.

Maintain accurate and up-to-date client records and information.

Assist Financial Advisors with daily administrative and operational activities.

Prepare client meeting materials, reports, presentations, and other documentation as needed.

Schedule client appointments and assist with meeting preparation and follow-up.

Monitor outstanding client requests and proactively communicate updates and next steps.

Handle sensitive financial and personal information with a high degree of confidentiality.

Support client onboarding and offboarding processes.

Assist with compliance-related documentation and follow established regulatory and firm procedures.

Identify opportunities to improve the client experience and operational efficiency.

Develop and maintain strong relationships with clients, advisors, and internal business partners.

Qualifications

Bachelor's degree preferred, particularly in Finance, Business, Economics, or a related field.

1–3+ years of experience in wealth management, financial services, banking, investment management, or a related client-service environment preferred.

Strong organizational and time-management skills.

Excellent written and verbal communication skills.

High attention to detail and accuracy.

Ability to manage multiple priorities and deadlines effectively.

Strong interpersonal and client-service skills.

Proficiency with Microsoft Office, particularly Outlook, Word, and Excel.

Ability to handle confidential information professionally.

Familiarity with investment accounts, financial products, and wealth management processes is a plus.

Company	Leeds Professional Resources
Location	Miami
Type	FULL TIME
Niche	Legal professionals

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