Asesor Sucursal en Entrenamiento / Principal Afore
Core
Provide exceptional in-person advisory services to clients at a branch, ensuring correct product usage and resolving inquiries efficiently.
Role type
Branch Advisor (Financial Services)
Builds
Client service interactions and regulatory compliance processes for a pension fund (Afore).
Domain
Financial Services / Pension Funds
Deliverable
client delivery
Required skills
Client advisory, regulatory knowledge, information registration, electronic device handling, process monitoring
Preferred skills
Afore processes knowledge, administrative background
Technologies
Office (Excel, Word), Windows, Outlook, Internet Explorer, tablets, fingerprint readers