Icon hamburger
US
What job do you want?
Apply to this job.
Think you're the perfect candidate?
Apply Now
Thumsup

You’re being taken to an external site to apply.

Enter your email below to receive job recommendations for similar positions.
Default3

Client Associate

Veterans Sourcing Group San Juan Full-Time
Apply Now
REQUIREMENT DETAILS

Job Title: Bilingual Customer Service (Spanish)
Client Location: 45 ANDALUCIA STREET 00680 MAYAGUEZ, PR
Duration: 6 Months Minimum
Onsite Position
 
MUST BE BILINGUAL - SPANISH AND ENGLISH
 
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
Administration
Problem Solving
Communications
Apply to this job.
Think you're the perfect candidate?
Apply Now

Help us improve CareerBuilder by providing feedback about this job: Report this job

Report this Job

Once a job has been reported, we will investigate it further. If you require a response, submit your question or concern to our Trust and Site Security Team

Job ID: 19-04273

CAREERBUILDER TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.