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Client Associate

Veterans Sourcing Group San Juan Full-Time
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Job Title: Bilingual Customer Service (Spanish)
Client Location: 45 ANDALUCIA STREET 00680 MAYAGUEZ, PR
Duration: 6 Months Minimum
Onsite Position
Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.
Key Responsibilities:
*Provide operational support to FA
* Welcome visitors by greeting them, in person or on the telephone; answering or referring inquiries
* 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
* Provide team with calendar detailing daily, weekly and monthly activities

Skills required

Customer Service
Organize Appointments
Setting Up Files
Problem Solving
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Job ID: 19-04273


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