Investment Services Associate

hace 6 horas


San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completo
Job Description

We are seeking a highly skilled and experienced individual to join our team as an Investment Services Associate. As a key member of our organization, you will be responsible for providing exceptional customer service, managing client relationships, and driving business growth.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. You will also have a strong understanding of financial products and services, as well as experience in sales or service functions.

Key Responsibilities

As an Investment Services Associate, your key responsibilities will include:

  • Providing exceptional customer service to clients
  • Managing client relationships through regular communication and personalized service
  • Identifying business opportunities and providing solutions to meet client needs
  • Collaborating with internal teams to deliver exceptional customer service and drive business growth
  • Maintaining accurate records and reports to track client interactions and business performance


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