Private Wealth Management Registered Client Service Associate - Bilingual: Spanish/English
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, handling account operations, money movements, and onboarding.
Role type
Client Service Associate (Private Wealth Management)
Builds
Client relationships and account documentation for Private Wealth Advisor teams
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Fluent in Spanish, 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 related account questions, Enter profile information and pre-fill account documentation, Educate and enroll clients in digital tools, Onboard and maintain client accounts, Manage calendars and travel itineraries, Prepare expense reports
Seniority
Entry-level to Mid-level