Client Services Specialist

Bull Market Securities; Buenos Aires; Híbrido; ARS 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

Bull Market Securities is seeking a Client Services Specialist to join our Retail / Wealth Management team. The role focuses on supporting Wealth Management clients and Strategic Partners, coordinating operational and administrative processes, and serving as the main contact between clients and Middle/Back Office teams.

You will organize, document, and continuously improve Client Services workflows, ensuring accuracy, timely follow-up, and scalable operations in a hybrid work setting with

Formación

• 2–4 years of experience in Client Services, Operations, Brokerage, Private Banking, Wealth Management, or similar roles.

Responsabilidades

• Manage and follow up on clients’ operational and administrative requests through to resolution.
• Support clients throughout account opening, transfers, migrations, and ongoing account maintenance processes.
• Coordinate communications, signatures, and documentation required to complete different processes.
• Keep clients and internal stakeholders informed about the status of ongoing requests.
• Identify and elevate exceptional or complex situations when appropriate.
• Provide a high level of service while ensuring accuracy, responsiveness, and timely follow-up.
• Coordinate and monitor wires, ACHs, ACATs, securities transfers, and cash movements.
• Provide operational support for account openings, closures, migrations, and modifications, including transfers between custodians, brokers, and investment platforms.
• Maintain accurate and well-organized client records, instructions, and documentation.
• Work closely with Middle Office and Compliance on documentation review and remediation processes.
• Document and maintain up-to-date Client Services procedures and workflows.
• Identify opportunities to simplify, standardize, and automate processes.
• Maintain task and workflow tracking tools, including Microsoft Planner.
• Develop manuals, checklists, and other resources to support training and onboarding of future team members.
• Drive improvements aimed at reducing errors and processing times while enabling the operation to scale.
• Contribute to the standardization and continuous improvement of the Client Services function

Conocimientos

Client services

Organized

Attention to detail

Ownership

Multi-tasking

Educación

Bachelor's degree in Business, Finance, Economics, or related

Herramientas

Microsoft Planner

Microsoft Office

Descripción del empleo

At Bull Market Securities, we are looking for a Client Services Specialist to join our Retail / Wealth Management team.

The position is focused on providing comprehensive support to Wealth Management clients and Strategic Partners, coordinating operational and administrative processes related to their accounts and acting as a key point of contact between clients and our Middle Office and Back Office teams.

The role will also be responsible for organizing, documenting, and continuously improving Client Services processes, contributing to an efficient, transparent, and scalable operation.

• Manage and follow up on clients’ operational and administrative requests through to resolution.
• Support clients throughout account opening, transfers, migrations, and ongoing account maintenance processes.
• Coordinate communications, signatures, and documentation required to complete different processes.
• Keep clients and internal stakeholders informed about the status of ongoing requests.
• Identify and elevate exceptional or complex situations when appropriate.
• Provide a high level of service while ensuring accuracy, responsiveness, and timely follow-up.
• Coordinate and monitor wires, ACHs, ACATs, securities transfers, and cash movements.
• Provide operational support for account openings, closures, migrations, and modifications, including transfers between custodians, brokers, and investment platforms.
• Conduct initial reviews and follow up on documentation required for new accounts and account maintenance processes.
• Maintain accurate and well-organized client records, instructions, and documentation.
• Work closely with Middle Office and Compliance on documentation review and remediation processes.
• Provide operational support to Strategic Partners on account, transfer, and documentation-related processes.
• Document and maintain up-to-date Client Services procedures and workflows.
• Identify opportunities to simplify, standardize, and automate processes.
• Maintain task and workflow tracking tools, including Microsoft Planner.
• Develop manuals, checklists, and other resources to support training and onboarding of future team members.
• Drive improvements aimed at reducing errors and processing times while enabling the operation to scale.
• Contribute to the standardization and continuous improvement of the Client Services function

What We're Looking For

• Strong client-service orientation with excellent interpersonal skills.
• Highly organized, detail-oriented, and able to prioritize effectively.
• Strong sense of ownership and ability to follow processes through to completion.
• Ability to manage multiple processes and priorities simultaneously.
• Strong coordination and communication skills when working across different teams.
• Good judgment and ability to identify situations that require escalation.
• Knowledge of operational processes within brokerage, private banking, or wealth management.
• Strong awareness of regulatory requirements, confidentiality, and the protection of sensitive client information.
• Continuous improvement mindset with an interest in process standardization and optimization.
• Professional proficiency in written and spoken English.
• 2–4 years of experience in Client Services, Operations, Brokerage, Private Banking, Wealth Management, or similar roles.
• Experience working with brokers, investment platforms, or financial institutions is a plus.
• Bachelor's degree or ongoing university studies in Business Administration, Finance, Economics, Accounting, or a related field is preferred.
• Proficiency in Microsoft Office and task management / workflow tracking tools.
• Ability to work effectively in a fast-paced, collaborative, and growing environment.

Nice to have

• Previous experience supporting high-net-worth clients or Wealth Management teams.
• Familiarity with U.S. brokerage operations and account structures.
• Experience with custodial platforms, brokerage systems, or investment platforms.
• Experience documenting and improving operational processes.
• Familiarity with workflow management and process automation tools.

Work Arrangement:

Hybrid(Tuesday, Wednesday, and Thursday in the office)