Top 8 Client services associate Jobs in Guaynabo, Pr

Wealth Management Client Associate- Bilingual Spanish
Bank of America —Guaynabo, PR
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
1d
Client Services Associate - PR
IDR —San Juan, PR
- Full-time
- English
- Bachelor's degree
- US work authorization
Quick Apply
1d
Client Service Representative
COREPLUS SERVICIOS CLINICOS Y PATOLOGICOS LLC —Carolina, PR
- $12 an hour
- Full-time
- Clean driving record
- Marketing
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Client Executive, Employee Benefits
HUB International —Hato Rey, PR
- Full-time
- 5 years
- English
- Mid-level
- Health insurance
- Dental insurance
Client Advisor – Healthcare Programs
JAD ASSOCIATES LLC —San Juan, PR
- $52,000 - $77,000 a year
- Full-time
- Sales
- Organizational skills
- In-person
- Health insurance
- On-the-job training
Quick Apply
11d
Client Advisor (Full-time), A|X Armani Exchange
A|X Armani Exchange —San Juan, PR
- $13 - $14 an hour
- Weekends as needed
- Merchandising
- High school diploma or GED
- Communication skills
- Disability insurance
- Health insurance
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Service Associate I
JPMorganChase —Columbus, OH
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
5h
Client Services Representative I
Safelite Group —Columbus, OH
Performs basic clerical tasks at the request of clients, which may include faxing, copying, emailing, etc and provides assistance to the Cash Application…
$20 an hour
2d

I want to receive the latest job alert for client services associate in guaynabo, pr

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near guaynabo, pr

Customer Service Representative jobs in Carolina, PR

Client Advisor jobs in San Juan, PR

Remote Clinical Research Associate jobs in Boston, MA

Client Services Associate jobs in Harrison, NY

Airline Customer Services jobs in Greensboro, NC

Client Services Associate jobs in Stamford, CT

Client Services Associate jobs in Media, PA

Patient Services Representative jobs in Milwaukee, WI

Client Services Associate jobs in Hawaii

Client Associate jobs in Providence, RI

Client Associate jobs in Manhattan Beach, CA

Client Associate jobs in Torrance, CA

Client Associate jobs in Lake Elsinore, CA

Clinical Research Associate Remote jobs in New Jersey

Associate Water Law jobs in Denver, CO

Ihss Client jobs in California

Client Advisor jobs in Napa, CA

Client Advisor jobs in Garfield, NJ

College Advisor jobs in Dallas, TX

Collections Representative jobs in Dallas, TX

Wealth Management Client Associate- Bilingual Spanish

Bank of America -
Guaynabo, PR

Apply Now

Job Details

Full-time
1 day ago

Qualifications

Spanish
Customer communication

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Bilingual Spanish

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

client services associate jobs in guaynabo, pr

Wealth Management Client Associate- Bilingual Spanish

Client Services Associate - PR

Client Service Representative

Client Executive, Employee Benefits

Client Advisor – Healthcare Programs

Client Advisor (Full-time), A|X Armani Exchange

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in guaynabo, pr

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected