Job offer
Client Service Associate (Spanish Speaker)
The Client Service Associate (with Spanish language skills) supports bankers and investors in managing client relationships and handles client inquiries and issues in a professional setting. The position requires, among other things, fluency in Spanish, a Series 7 license, and 5 years of industry experience.
Job description
Client Service Associate (Spanish Speaker)Tasks and responsibilities
- Assisting bankers and investors with various aspects of their relationship management initiatives with their respective client bases.
- Researching, tracking, and resolving customer inquiries and issues through effective interaction with customers, bankers, investors, product specialists, and operational departments in a timely and professional manner.
- Active participation in the team, providing support in the execution and completion of operational, regulatory compliance, and business process reviews.
- Assistance with the execution of customer transactions, including, but not limited to, trading, transfers, remittances, loans, and investments.
Requirements
- Fluency in Spanish is required
- Series 7 license
- Bachelor's degree required
- 5 years of industry experience
- Excellent tracking and tracing capabilities
- Excellent interpersonal skills
- Self-motivated, highly organized, and detail-oriented, with a strong commitment to accuracy
- Compliance with anti-money laundering and bank secrecy laws, regulations, and rules, as well as the relevant policies and procedures
We offer
Full-time, hybrid, FloridaJob details
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