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Client Service Associate

Company: N/A

Location: Miami, FL

Pay: N/A

Contact Information

Name: n/a
Phone: n/a
Fax: n/a
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Job Description

Must be a Bilingual in Spanish.

Recent college graduates or candidates with internship in banking or finance is also welcome. 

Key Responsibilities:

* Educate clients on account services and capabilities

* Input data in to financial planning tools

* Assist with the preparation of reports and other materials for client meetings

Key Deliverables:

* Leverage communications channels to enhance relationships with clients

* Maintain management systems with up to date client information

Job Requirements

Must be a Bilingual in Spanish.