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Associate Financial Representative Jobs in Puerto Rico

PR · On-site

$19K - $20K/yr

Among the qualities of the representative, the main one is to help the client with patience in an ... Post-Secondary Studies (Associate Degree or equivalent, preferably in Business Administration ...

PR · On-site

$19K - $20K/yr

Among the qualities of the representative, the main one is to help the client with patience in an ... Post-Secondary Studies (Associate Degree or equivalent, preferably in Business Administration ...

... above represents the low and high end in the local currency of Xerox's salary range for this ... and financial services are essential workplace technology solutions that drive success for our ...

... above represents the low and high end in the local currency of Xerox's salary range for this ... and financial services are essential workplace technology solutions that drive success for our ...

... above represents the low and high end in the local currency of Xerox's salary range for this ... and financial services are essential workplace technology solutions that drive success for our ...

Store Manager

San Juan, PR · On-site

$49K/yr

... associates to represent the brand and overseeing all store operations to reach company sales and ... Use statistical information and market knowledge to create action plans and achieve financial ...

Showing results 41-60

Associate Financial Representative information

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Puerto Rico?

For Associate Financial Representative jobs in Puerto Rico, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Puerto Rico look for?

The top searched job categories for Associate Financial Representative jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Associate Financial Representative jobs?

Cities in Puerto Rico with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 2% Temporary, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution.

Remote Fraud Call Center Representative - Puerto Rico

Conduent Business Solutions of Puerto Rico, Inc.

Dorado, PR • On-site

$12.10/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago


Job description

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.


Remote Fraud Call Center Representative - Puerto Rico

As a Customer Service Representative II, you will be responsible for the resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. These individuals work in a fast-paced environment that requires accuracy, use of logic, multi-tasking, toggling between multiple systems and clearly communicating resolutions in an efficient manner while delivering a great client experience. They provide seamless service delivery to answer client questions, resolve problems, perform account maintenance, and look for opportunities to deepen relationships through digital solutions.  

What we offer:   

  • Work From Home
  • We are currently hiring for the following shifts: 12:00 PM–9:00 PM, 3:00 PM–12:00 AM Days off will vary.
  • Full-Time Employment: Reliable schedule and stability.
  • Competitive Pay: $12.10 starting on day one.
    • Pay is $12.10/hour which may be below your state's minimum wage Please take this into consideration when applying.
  • Night differential: $1.50 per hour for any hours worked between 6pm to 6am AST, Monday through Sunday.
    • This is not a specific overnight shift, the differential applies to hours you work that fall within that time window, based on your assigned schedule.
  • Weekend Shift Differential: $1.00 per hour (Sat and Sun, 6am-6pm AST)
  • Paid Training: Get the training you need to excel.
  • Incentive Plan: Potential to earn up to an additional $350 per month after training by meeting performance metrics.
  • Full Benefits: Comprehensive benefit options and a great work environment that values your success

What You'll Do:    

  • Manage inbound calls from customers regarding account inquiries, transactions, and fraud concerns.
  • Identify and respond to potential fraud using training, account data, and internal tools; escalate complex cases as needed.
  • Process fraud claims and disputes per client guidelines.
  • Clearly explain account issues and resolutions, ensuring a professional, empathetic, and confidential approach.
  • Conduct investigations with accuracy and care, documenting all actions and conversations in the case management system.
  • Support team operations with other duties and tasks as assigned.

What We're Looking For:

  • A clear communicator who can explain complex topics in simple terms.
  • A passionate, reliable professional with integrity and a drive to deliver exceptional service.
  • Someone committed to excellent attendance and able to follow a structured, full-time schedule.
  • A confident conversationalist who builds rapport, anticipates needs, and handles objections with ease.
  • Strong written and verbal communication skills with attention to accuracy.
  • Comfortable navigating multiple systems and screens in a fast-paced environment.
  • Ready to take high-volume calls while maintaining focus and professionalism.

Requirements:

  • Must be at least 18 years old and possess a High School Diploma or equivalent.
  • Must have 6 months of Customer Service, Call Center or Dispatch experience.
  • Proficient in English.
  • Complete a background check, credit check, and security fingerprinting.
  • Reside in Puerto Rico with legal authorization to work permanently in the United States.

Training Requirements:

  • Completion of a mandatory 3-week training program (Week 1 classroom; Weeks 2–3 call handling with support). 
  • Must maintain an average quiz score of 80%+ and complete all required E-Learning training.

Technical & Workspace Requirements:

  • Must have a secure, reliable high-speed internet connection, including a verified speed test of at 50 download Mbps & 10 upload; (no Wi-Fi). 
  • Must maintain a dedicated workspace with a desk and chair, a direct wired internet connection, and work in a quiet, distraction-free environment. 
  • Company equipment will be provided

Preferred Qualifications:   

  • 6 months of experience in the banking or financial industry. 

Looking for more information?
We’re happy to help. Visit our landing page to explore key details about the role, including shift schedules, examples of call types, FAQs, and our workspace and internet requirements. It’s a great resource to help you understand what to expect and determine whether this opportunity is the right fit for you.

Landing Page: About Call Center Representative Role

Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $12.10 per hour.


Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded:  click here to access or download the form.  Complete the form and then email it as an attachment to FTADAAA@conduent.com. You may also click here to access Conduent's ADAAA Accommodation Policy.