Private Wealth Management International 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, transactions, and client onboarding.
Role type
Client Service Associate (Private Wealth Management)
Builds
Client relationships and account documentation for international clients
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Spanish (fluent), English, Series 7, Series 66 or Series 63 and Series 65, financial products knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), Microsoft Office proficiency
Preferred skills
International business experience, foreign travel booking, 2+ years industry experience
Technologies
MSOnline, eSign, eAuthorization, Microsoft Office Suite
Responsibilities
Execute money movement transactions, answer general non-investment account questions, onboard and maintain client accounts, manage calendars and travel itineraries, prepare expense reports, support marketing strategy
Seniority
Individual Contributor, entry to mid-level