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

Chartwell Investment Partners

Coral Gables, FL, US
Base salary components included; + compensation ma...
Bilingual spanish required
Series 7 license required
Sie certification required
This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff in a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff in a fast-paced environment.
  • The ideal candidate must possess effective communication skills across multiple platforms including phone, email, in-person, and virtual interactions.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, retirement savings, and paid time off.

Matching Summary

This role provides high-quality administrative support to Financial Advisors, prospective clients, and branch staff in a fast-paced environment.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Bilingual Spanish required
  • Series 7 license required
  • SIE certification required
  • CRM software proficiency
  • Excel spreadsheet development
  • High volume client interactions

Nice-to-have

  • Creative problem solver
  • Fast-paced environment adaptability
  • Proactive follow-up skills
  • Team collaboration mindset
  • Marketing event assistance

Key Requirements

  • High School Diploma or equivalent
  • 1 year securities industry experience preferred
  • Series 7 license required
  • SIE exam required
  • Spanish language fluency required
  • Series 63/65/66 as required by state

Work Rights

Not specified

Tailored Resume

Cover Letter