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Financial Services Client Service Associate Bilingual Spanish

Asset Staffing San Antonio, TX
  • Expired: 26 days ago. Applications are no longer accepted.

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

Key Responsibilities:
* 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

Key Deliverables:
* 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

Must Haves:

-Bilingual Spanish

- 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:

Jim

212-430-1060

Asset Staffing

Address

San Antonio, TX
USA