Client Service Associate
hace 5 horas
Job Type
This is a Full Time Opportunity.
General Description
Develop and maintain relationships of trust and loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through a personalized relationship, work as a team with the Financial Consultant, colleagues in the Unit and the different dependencies of the Institution. Between these; Private Banking, Popular Risk Insurance, and others, with the purpose of supporting and executing requests from our clients in these areas. Address the investment and financial needs of the client, monitor transactions and claims, always complying with the rules and operational procedures of the Unit. Guarantees the continuity of the customers needs until their request is fulfilled.
Essential Duties and Responsibilities
:Handle all technical, operational, and administrative processes of the investment business carried out by the Financial Consultant.
:Assist and provide a high level of service to internal and external customers.
:Manage customer requests and handles service inquiries.
:Generate and manage daily investment reports, tax reports, and year:end reports.
:Conduct research and analytical studies. Prepare reports that includes cost analysis, comparative financial and informational data to support findings. Included and not limited to prepare comprehensive investment proposals, presentations, and managing all customer paperwork. Generates and manages daily investment reports, tax reports, and year:end reports.
:Utilize the FMAX Platform with all its capabilities: establishing correct benchmarks for the reports, verify that all accounts are in order, work with FMAX exception reports and alerts. Use the research and manager solutions to further provide information for client meetings.
:Open new accounts and perform all necessary account maintenance. Management of DocuSign via UAO and ICP.
:Work with the customers electronic files and other files such as seminars and presentations, among others.
:Manage and maintain Salesforce Platform.
:Process asset and money movement transactions (IBP, checks, journals, wires).
:Provide support in all client activities, appreciation events, seminars, and virtual events. Create a log of all clients, send invitations, and perform RSVP calls.
:Perform any additional task as it may deemed by the Firm.
Education
Bachelors Degree in Business Administration with a major in Finance or Economics.
Experience
Two (2) years of experience in sales or service functions, preferably in financial products.
Other Qualifications
:Specific knowledge in the securities market and investment industry desirable.
:Basic knowledge of accounting, taxes, and financial analysis.
:Leadership skills.
:Ability to identify problems, analyze their causes and use initiative and judgment to make decisions.
:Organizational skills, discipline, and structure.
:Knowledge of Investment products and services to Identify business opportunities.
:Excellent customer service and sales skills.
:Excellent teamwork skills, interpersonal relationships, and negotiation.
:High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.
:Ability to work under pressure with a minimum of supervision.
:Excellent oral and written communication, both in Spanish and English.
:Knowledge of e:Money, FBSI, ICP, Wealthscape, Salesforce, FMAX, Morningstar, Bloomberg, WS Report Center and UAO desirable.
:Basic knowledge of the legal aspects of LLCs, trusts, retirement plans and inheritance law.
Region Locations
Popular Center Condado, Puerto Rico
Work Schedule
M:F 8:00am : 5:00pm
Values
Passion for People
Succeed Together
Own Every Moment
Build the Future
Important: The candidate must provide evidence of academic preparationor courses related to the job posting, if necessary.
ABOUT US
Popular is Puerto Rico's l
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