Client Services Liaison

hace 2 semanas


San Juan, San Juan, Puerto Rico Talentwealth A tiempo completo
Job Overview

The Client Services Associate plays a vital role in providing exceptional client service and support to our team of financial advisors and staff. This individual is often the first point of contact for clients and is responsible for demonstrating our team approach, which offers personalized attention and the highest level of service throughout our entire investment management and comprehensive financial planning processes.

Key Responsibilities
  • Perform a wide variety of administrative, staff, and operational support activities, including answering phone calls, taking messages, scanning and faxing documents, ordering supplies, and processing incoming and outgoing correspondence.
  • Onboard new clients and provide exceptional service to existing clients.
  • Process and monitor all client money movement requests, including account openings, closings, deposits, transfers, wires, and preparation of associated paperwork and documentation.
  • Support the coordination of client meeting processes, including scheduling, meeting preparation, and follow-up actions.
  • Coordinate client communications plans, marketing projects, and client events, such as market letters, mass emails, and cards or gifts.
  • Track and monitor compliance-related issues and documentation.
  • Perform duties as a notary public.


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