Client Relations Analyst

Client Relations Analyst

Location: Miami, Florida

Industry: Wealth Management | Full Time

About the Role

Our client - an independent wealth management firm is seeking a Client Relations Analyst with 3+ years of wealth management experience to support high-net-worth and ultra-high-net-worth clients.

This role works closely with advisors, the Client Relations team, Operations, and Compliance to manage client onboarding, account servicing, and portfolio reporting. The ideal candidate is a polished communicator who can handle client requests accurately and follow through promptly.

Key Responsibilities

• Serve as a point of contact for clients, responding to account inquiries and service requests


• Manage client onboarding, including account-opening paperwork, Know Your Customer and anti-money-laundering documentation, and internal system setup.


• Coordinate asset transfers and cash movement requests, ensuring required documentation and approvals are complete.


• Maintain existing accounts, update client information, and address statement inquiries and account changes.


• Prepare client portfolio updates, performance reports, presentations, and meeting materials to support advisors.


• Coordinate with custodians, Operations, Compliance, and outside professionals to resolve requests and account issues.


• Maintain accurate client records, track outstanding requests, and ensure timely follow-through.


• Review account and portfolio information for accuracy while protecting confidential client data.

Qualifications

• 3+ years of direct wealth management experience in a client service, client relations, or advisor support role at an RIA, private bank, broker-dealer, or wealth management firm.


• Experience supporting high-net-worth clients and managing onboarding, account maintenance, and asset transfers.


• Fluency in English and Spanish is preferred, with strong written and verbal communication skills.


• Proficiency in Microsoft Excel and PowerPoint, with strong analytical and problem-solving skills.


• Excellent organization and attention to detail, with the ability to manage multiple priorities independently.


• Bachelor’s degree in Finance, Business Administration, Accounting, or a related field preferred.


• Availability for occasional travel.

Preferred Experience

• Familiarity with Fidelity Wealthscape, comparable custodian platforms, and client relationship management systems.


• Experience with trusts, LLCs, and corporate accounts, including related onboarding documentation.