Client Service Associate - Spanish Speaking

Benefits:

• Health insurance
• Paid time off
• Profit sharing
• Training & development
• 401(k) matching
• Opportunity for advancement
• Wellness resources

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members, apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans, and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firms success. We are seeking a Client Service Associate to help us deliver exceptional results and join our team.

Position Summary


Our Client Service Associate uses skills obtained through experience and training to provide direct support to a Financial Advisor to assist with a wide variety of client and administrative functions. Salary commensurate with education and experience.

Knowledge/Requirements

Preferred 4-Year Bachelors Degree and 2-4 years of administrative experience
Prior experience preferred working in a broker-dealer office or finance industry
Microsoft Excel, Word, Outlook and PowerPoint proficiency to produce professional documents
Upholds a polished, professional and welcoming nature with external and internal business contacts
Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to complete assigned tasks on time
Excellent verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner to managers, team members, and clients
Effective problem-solving skills to resolve routine client questions
Ability to handle moderate amount of incoming phone calls daily
Ability to work independently and in teams to complete high-priority tasks in a timely manner
FBI background check and credit check required
Regular and timely attendance is required
- Ability to speak Spanish fluently


Job Duties and Responsibilities

Runs daily reports to make sure advisor accounts are in good standing and takes action to work with Financial Advisors to bring accounts into good order when needed
Coordinates and performs a wide range of staff and/or operational support activities
Anticipates client needs, solves problems and follows through with exceptional service while communicating with clients and maintains service, turnaround times
Responds to incoming emails and telephone calls in a professional manner to ensure that the clients request is met in a timely fashion
Supports the front desk with various office tasks including answering phone calls, greeting clients, processing checks as needed
Manages calendar and schedules meetings for clients, prospects and outside vendors
Prepares and coordinates client forms and documents all relevant action items and tasks being tracked in CRM
Interacts with the firms home office support to develop cooperative relationships and follows through on requests
Opens new client profiles for prospective clients and add accounts to existing relationships for existing clients
Close accounts for clients
Attend regular meetings like Weekly Ops Meetings, Professional Development & Compliance
Assist with travel arrangements for the advisor to see clients
Executes project-related tasks to contribute to the firms development
Supports team members with various duties and responsibilities as assigned