Financial services firm located in San Antonio seeks Bi-Lingual Spanish Client Services Associate
A Client Associate services clients and provides operational and administrative support to Financial Advisors
* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activity
* Identify service opportunities for clients
- financial background or accounting background.
- strong attention to detail (will be working on remediation project).
- strong follow up and prioritizing skills.
- comfortable with excel.
For immediate consideration contact: