Registered Client Service Associate- Coral Gables, Fl (bilingual Requirement)

Chartwell Investment Partners

Coral Gables, Florida, United States
Fully remote
Support financial advisors and clients
High volume of daily interactions
Onboarding new clients and opening accounts
Chartwell Investment Partners is seeking a bilingual Registered Client Service Associate in Coral Gables, Florida, to support financial advisors and clients through effective communication and organization in a fast-paced environment. The role requires prior experience in the securities industry and proficiency in handling client inquiries and accounts

Job Summary

  • Supports Financial advisors and their prospective and existing clients and other branch staff team members.
  • This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a bilingual Registered Client Service Associate in Coral Gables, Florida, to support financial advisors and clients through effective communication and organization in a fast-paced environment. The role requires prior experience in the securities industry and proficiency in handling client inquiries and accounts.

Skills & Requirements

Must-have

  • Support Financial Advisors and clients
  • High volume of daily interactions
  • Onboarding new clients and opening accounts
  • Process and monitor asset transfers
  • Respond to corporate actions and alerts
  • Prepare client meeting materials
  • Maintain CRM records and files

Nice-to-have

  • Dynamic team environment
  • Proactive follow-up and problem resolution
  • Handle stressful situations calmly
  • Continuous professional development

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience
  • Spanish required
  • SIE required
  • Series 7 required
  • Series 63, 65 and/or 66 required
  • 7 to 12 months general experience

Work Rights

Not specified

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