Bilingual Wealth Management Associate — Client Services
Listed on 2026-10-18
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Finance & Banking
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Language/Bilingual
Bilingual
Leeds Professional Resources seeks a bilingual Client Associate for an investment management firm in Miami. You will support sophisticated clients and their investment professionals, coordinating account activity with accuracy and discretion.
Responsibilities include handling service requests, account setup/maintenance, and documentation, while maintaining organized records and ensuring timely tax reporting materials. Fluency in Spanish is required.
For the Bilingual Wealth Management Associate — Client Services position at Leeds Professional Resources, we are reviewing applications now.
The following opening is for a Bilingual Wealth Management Associate — Client Services with Leeds Professional Resources.
Our group is growing, and we are hiring a Bilingual Wealth Management Associate — Client Services in Miami, FL, United States.
This opening is for the Bilingual Wealth Management Associate — Client Services role at Leeds Professional Resources.
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