Client Services Associate

Bilingual Financial Services CSA - + Growth Opportunities

This Jobot Job is hosted by: Devin Camp
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $75,000 - $100,000 per year

A bit about us:

We are a team of experienced financial advisors seeking a driven and detail-oriented Client Services Associate. This is an exceptional opportunity for a seasoned professional with a background in wealth management, investment services, and/or financial planning. As a vital part of our team, you will be at the forefront of our operations, providing top-notch service to our diverse clientele. The ideal candidate should be bilingual in English and Spanish, have a strong understanding of the financial industry, and a passion for building strong client relationships.

Why join us?

• Top compensation
• Hybrid flexibility
• Health benefits + retirement savings
• Generous PTO

Job Details

Responsibilities:
1. Providing full-scale client services in the areas of wealth management, investment services, and financial planning.
2. Managing the client onboarding process, ensuring a smooth transition and a positive first experience for all new clients.
3. Utilizing your bilingual skills to communicate effectively with our diverse clientele, particularly those who are Spanish-speaking.
4. Collaborating with the sales team to identify new business opportunities and contribute to the growth and profitability of the company.
5. Handling client inquiries and resolving issues promptly to maintain high client satisfaction.
6. Assisting in the development and implementation of new procedures and processes to improve client services.
7. Keeping up-to-date with the latest industry trends and regulatory changes to provide accurate and relevant advice to clients.

Qualifications:
1. A bachelor's degree in Finance, Business Administration, or a related field.
2. A minimum of 3 years of experience in wealth management, investment services, and financial planning.
3. Proven experience in client onboarding in a financial setting.
4. Fluency in both English and Spanish.
5. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients.
6. Strong problem-solving skills, with the ability to handle complex client issues effectively.
7. A solid understanding of financial markets and investment strategies.
8. Proficiency in using financial software and tools.
9. Series 65 preferred.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.