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Wealth Management Client Associate: Client Services & Operations

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Leeds Professional Resources
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below

Leeds Professional Resources is seeking a Wealth Management Client Associate to provide high-quality administrative, operational, and client service support to Financial Advisors and clients. This role is a key contact, ensuring client needs are handled efficiently with professionalism.

The ideal candidate is organized, detail-oriented, proactive, and comfortable in a fast-paced financial services environment.

We are currently recruiting a Wealth Management Client Associate:
Client Services & Operations for our team in Miami, FL, United States.

The position is based in Miami, FL, United States.

This opportunity is part of our work in Finance, Sales.

The advertised compensation is 50.000 - 70.000.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Client Associate:
Client Services & Operations role in the description above.

Position Requirements
10+ Years work experience
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