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Wealth Management Portfolio Analyst Client Impact
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-04-12
Listing for:
Leeds Professional Resources
Full Time
position Listed on 2026-04-12
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A growing financial services firm in Miami is seeking an individual to support a top producing team. The role involves scheduling meetings, responding to client inquiries about accounts and procedures, and ensuring the accuracy of client activities. Additionally, you will process client paperwork and assist with establishing online access to services. This opportunity offers significant potential for career progression within a supportive environment.
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