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Client Service Agent (Wealth Management)

Client Service Agent (Wealth Management)

AGC Consulting00901, PR, US
Hace 28 días
Descripción del trabajo

Job Description

Job Description

Client Service Representative / / Full-Time Job Opportunity / / On-site

We are seeking a Client Service Representative to join one of our clients, an independent wealth management advisory firm. As a Client Service Representative, you will be responsible for providing exceptional support and customer service to our clients, addressing their questions and concerns in a professional and timely manner. You will also be able to help clients with account management, process transactions, and provide information on our products and services.

Essential Duties

  • Handles client communication and follow-ups.
  • Ensures client requests are addressed promptly.
  • Maintain client relationships by providing exceptional support.
  • Respond to inquiries, address concerns, and ensure client satisfaction.
  • Provides non-advisory support.
  • Investigates and resolves processing requests, compliance issues, or account discrepancies.
  • Completes routine account transactions.
  • Coordinates standard client reports and documentation, ensuring accuracy and adherence to regulations.
  • Processes documentation for account transactions and service requests.
  • Supports team members during absences and peak work periods.
  • Ensures office facilities and reception areas are well-maintained and welcoming.
  • Tracks staff schedules and provides logistical support for meetings and office needs.
  • Handle routine client account requests and escalate complex issues when needed.
  • Keep everyone informed! Track pending items and communicate updates to clients and internal teams.

Qualifications

  • Bachelor's degree in Finance, Accounting, or Business, preferred.
  • At least 2 years of experience in customer service and operational tasks, or banking experience, preferred.
  • Ability to understand and explain fundamental financial concepts, such as assets, liabilities, and investment products, is a plus.
  • Proficiency in processing routine client requests such as wire transfers, cash transfers, and account updates.
  • Proficiency in English and Spanish verbal and written communication, including the ability to convey information clearly and concisely.
  • Capacity to identify and address common client issues and inquiries independently, with guidance as needed.
  • Developing proficiency in managing workload efficiently and prioritizing tasks effectively.
  • Capacity to maintain orderly records and documentation to support client interactions and transactions.
  • Basic proficiency in using financial software and tools relevant to the role.
  • Willingness to engage in ongoing learning and development to improve skills and knowledge in the role.
  • A basic understanding of regulatory agencies, such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA), is a plus.
  • Equal Opportunity Employer

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    Wealth Management • 00901, PR, US

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