Client Services Associate recruitment
Responsibilities
Administrative Support: Process fiduciary deposits, loans, transfer of cash and securities, and highlight to Financial Advisor any cash management needs.
Transaction Management: Accept and place orders upon Financial Advisor and/or client request.
Client Service: Coordinate account opening/closing processes for all account types while maintaining integrity of regulatory requirements.
Review client portfolios for all updates.
Respond to client inquiries on account documentation, account activity, statement information and/or general product.
Answer administrative and operational inquiries.
Maintain existing accounts through excellent client service and client files up to date.
Experience Required
Languages: Fluent Spanish, English, both oral and written. Fluent in Portuguese is a real plus.
Characteristics: Communicate effectively, sense of responsibility, reliable, flexible and trustworthy.
Experience: Educated to college degree level and financial experience are preferred but not essential.