Client Services Associate

1 day ago


Miami, Florida, United States Leeds Professional Resources Full time

We are seeking a client services associate fluent in English and Spanish to join our client's team This role will be responsible for opening new accounts and assisting advisors.

Responsibilities

  • The New Accounts Operations Associate-International will review, process, and monitor new and existing international customer accounts
  • This role includes using critical thinking skills, reviewing documents and data, and supporting branch offices to onboard and maintain foreign accounts
  • Investigate and review documentation for opening new international accounts, including complex entities
  • Provide support and guidance to branch offices regarding legal opinions for international jurisdictions and documentation required based on each account type
  • Process and update information on existing international accounts to ensure compliance, including data points such as address, phone number, or authorized individuals
  • Collaborate with other areas such as AML, Tax Reporting, and legal to ensure documentation and data received align with firm policies and procedures
  • Review and monitor daily reports as related to new and existing foreign accounts
  • Address branch inquiries and concerns promptly, demonstrating a commitment to excellent client service

Requirements:

  • Prior experience in a wealth management firm


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