Job Description
The Firm is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning of all non-trading processes, including providing administrative and operational support for Ultra High Net Worth clients. The Client Services Associate is a key point of contact for all service related needs. Suitable candidates must be extremely detail oriented, meticulous, and bright, with effective organizational, multi-tasking, and communication skills, as well as exhibiting the utmost discretion with confidential information. Large opportunity for growth.
A partial list of the Associate’s responsibilities includes:
- Interacting with banking and other counterparty relationships to solve operational issues and serve as a liaison between the bank and the client.
- Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
- Providing exceptional service and flawless execution on client requests, inquiries, and transactions.
- Coordinating with different internal groups to ensure smooth functioning of various processes including Portfolio Managers, Operations Team, Accounting Team, the Office Manager and Executive Assistants.
- Ensuring that compliance protocols are followed meticulously.
Position requirements include:
- An undergraduate degree in business, finance, accounting or related degree preferred.
- Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat.
- Superb organizational, project management, and interpersonal skills.
- Extreme attention to detail and accuracy skills.
- Skilled multi-tasking, follow-up, and managing priorities effectively.
- Spanish fluency required, both written and verbal.
The compensation package includes competitive salary, bonus potential, and a robust benefits package, including health insurance.
The office is located in Aventura, FL. We are currently offering a hybrid work environment, with an optional one work from home day per week on Fridays.