Job Posting Title Client Service Associate (Bilingual English/Spanish)
No visa sponsorship
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 advisor productivity
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Interpersonal skills, Detail orientation, Time management, Microsoft Office proficiency, Client service skills
Preferred skills
Industry experience, Series 7/66/63/65 licenses
Responsibilities
Execute money movement transactions, Answer general non-investment account questions, Manage advisor calendars and travel itineraries, Enroll clients in digital tools, Prepare expense reports, Support advisor marketing strategies