Job Posting Title Client Service Associate (Bilingual English/Spanish)
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 (Bilingual)
Builds
Client relationships and advisor productivity
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Bilingual English/Spanish, 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, marketing support
Technologies
MSOnline, eSign, eAuthorization, Zoom, Microsoft Office
Responsibilities
Execute money movement transactions, answer 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, individual contributor
