What are the responsibilities and job description for the Client Services Advisor- UHNW position at Leeds Professional Resources?
Responsibilities
- Communicate 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 trusts
Qualifications
