Client Services Advisor- UHNW Job at Leeds Professional Resources, Miami, FL

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  • Leeds Professional Resources
  • Miami, FL

Job Description

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

  • 5 years minimum of client advisor to ultra high net worth clients.
  • Bachelor's degree in related field
  • Proficient in Microsoft Office Suite and Salesforce.

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