Client Service Associate- UHNW

This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.

Applying for this role is straight forward Scroll down and click on Apply to be considered for this position.

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
• Bachelor's degree is required
• Strong attention to details