Private Wealth Management International Registered Client Service Associate - Bilingual: Portuguese/English
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, executing transactions and managing client accounts.
Role type
Client Service Associate (Wealth Management)
Builds
Client relationships and account documentation for Private Wealth teams
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Fluent in Portuguese, Active Series 7 and Series 66 (or Series 63 and Series 65), Knowledge of financial products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Advanced Microsoft Office skills
Preferred skills
Two or more years of industry experience, College degree
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Execute money movement transactions, Answer general non-investment questions, Enter profile information and onboard clients, Educate clients on digital tools, Manage calendars and travel itineraries, Prepare expense reports
Seniority
Entry-level to Junior