Client Service Officer - Bilingual English/Spanish

Job Description

Responsibilities :

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• Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity.
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• Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed.
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• Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail.
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• Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance.
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• Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies.
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• Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up.
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• Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations.
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• Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.
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Requirements

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• Bachelor's degree in finance, business administration, or a related field.
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• 3+ years of experience in client service within the financial services industry, preferably in wealth management or investment advisory.
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• Bilingual - English & Spanish required
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• Strong understanding of financial products and services, including investment vehicles, retirement accounts, and insurance products.
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• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal teams.
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• Detail-oriented with strong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environment.
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