Client Service Associate (Bilingual English/Portuguese)
Core
Provide exceptional client service and administrative support to Financial Advisors and Private Wealth Advisors, building trusted relationships and handling daily account needs.
Role type
Client Service Associate (Administrative & Client Support)
Builds
Client relationships, account documentation, and support for advisor business plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Bilingual English/Portuguese, money movement transactions, account balance reporting, digital tool enrollment, calendar management, expense report preparation, Microsoft Office proficiency
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Technologies
MSOnline, eSign, eAuthorization, Zoom, Microsoft Office
Responsibilities
Execute money movement transactions, answer general non-investment account questions, enter profile information, educate clients on digital tools, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Entry-level to Mid-level