Job description

Seeking a client service associate to join a large and growing Registered Investment Advisor!

As a Client Services Associate you will be the contact for all service-related needs. You will be responsible for supporting the firm’s Portfolio Managers.

Your role:

• Interacting with banking and other counterparty relationships to solve operational issues.
• Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
• You will provide exceptional service and flawless execution on client requests and transactions.

Qualifications:

• Degree in business, finance or related degree required.
• 2+ years of experience within a financial services firm covering operations or client services
• Strong knowledge of Excel, Word, and PowerPoint
• Superb organizational, project management and interpersonal skills.
• Extreme attention to detail and accuracy skills.
• Skilled multi-tasking, follow-up, and managing priorities effectively.
• Fully bilingual Spanish and English.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Aventura, FL: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Client Services: 2 years (Preferred)
• Financial services: 2 years (Preferred)

Language:

• Spanish (Preferred)

Work Location: One location

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