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Client Service Associate- UHNW

  • Client Service Associate- UHNW job type Posted on: Nov 01, 2026
  • Client Service Associate- UHNW experience level Leeds Professional Resources
  • Client Service Associate- UHNW employment type Hollywood, Florida
  • Client Service Associate- UHNW employment type Onsite
  • Client Service Associate- UHNW salary Full-time
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Job Title :

Client Service Associate- UHNW

Job Type :

Full-Time

Job Location :

Hollywood Florida United States

Remote :

No

Jobcon Logo Job Description :

View Full Description
This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.ResponsibilitiesCommunicate 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 trustsQualifications2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in SpanishBachelor's degree is requiredStrong attention to details

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Jobcon Logo Position Details

Posted:

Nov 01, 2026

Reference Number:

10440_4480540842

Employment:

Full-time

City:

Hollywood

Job Origin:

APPCAST_CPC

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This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL.ResponsibilitiesCommunicate 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 trustsQualifications2-3 years minimum of client advisor to ultra high net worth clients. Bilingual in SpanishBachelor's degree is requiredStrong attention to details

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