Client Services

Hace 2 días

Guaynabo, Puerto Rico CAF Investments LLC Jornada completa

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CAF Investments LLC is a fast-growing financial advisory firm based in Puerto Rico, focused on providing investment management and financial planning services to individuals, families, and businesses. CAF Investments has grown to manage more than $75 million in client assets, serving hundreds of clients across Puerto Rico and the United States. Our team combines personalized client service, technology, and disciplined investment management to help our clients navigate their financial lives and work toward their long-term goals. As we continue to grow, we are looking for talented professionals who want to build their careers alongside a dynamic and expanding financial services firm. About the PositionWe are seeking a highly organized, proactive, and professional Client Services & Operations Coordinator to join our team. This position will play an important role in supporting our daily operations, client experience, and executive team. The selected candidate will report directly to the Executive Team and will have exposure to client service, financial industry operations, administrative processes, and compliance-related workflows. What You’ll Do📞 Client Communication & Follow-Up
• Answer incoming calls and assist with client requests.
• Follow up with prospects and existing clients.
• Maintain professional communication in both English and Spanish. 🗂️ CRM & Administrative Support
• Maintain and update our CRM daily.
• Track client interactions, pending items, and follow-ups.
• Help ensure that no client request or opportunity goes unattended. 📅 Executive Calendar Coordination
• Manage and organize executive calendars and appointments.
• Confirm meetings and assist with scheduling.
• Support executive priorities and administrative needs. ⚖️ Operations & Compliance Support
• Assist with basic compliance-related administrative processes.
• Maintain organized client and operational documentation.
• Communicate with external providers, including Schwab, to help complete operational processes. What We’re Looking For✅ Fully bilingual in English and Spanish — written and spoken. ✅ Previous experience in administration or client service. ✅ Financial industry experience is a plus. ✅ Proficiency in Microsoft Outlook, Excel, and Word. ✅ Strong organizational skills and attention to detail. ✅ Ability to work effectively in a fast-paced environment. ✅ Professional, dependable, and comfortable handling confidential information. The Ideal CandidateYou’re proactive, organized, detail-oriented, and don’t wait to be told about every next step. You communicate professionally, follow through on responsibilities, and understand the importance of providing an excellent client experience. This is a high-trust, in-office position with direct exposure to the operations and leadership of one of Puerto Rico’s growing financial advisory firms. 📍 Puerto Rico 💼 Full-Time 🏢 In-Office

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