Client Associate

Insigneo; Bogotá; Presencial; COP 33.480.000 - 60.264.000; Jornada completa

Descripción de la vacante

Insigneo in Bogotá, Colombia, is seeking a Client Associate to provide dedicated operational and sales support to the assigned financial advisor. You will review account opening documents for regulatory compliance, provide product information to clients and prospects, process fund distributions and asset movements, and coordinate with internal teams to resolve service issues.

A bilingual professional with at least two years of experience and a related bachelor’s degree is preferred; NetX360

Formación

• Client service orientation with timely responses.
• Strong analytical skills with high attention to detail.
• Excellent organizational, multitasking, and prioritization abilities.
• Clear verbal and written communication skills; interpersonal ability.
• Knowledge of brokerage systems or applications.

Responsabilidades

• Review account opening documents for regulatory compliance.
• Provide sales and product information to clients and prospects.
• Process fund distributions and asset movements.
• Coordinate with internal departments to resolve service issues.
• Provide information regarding internal procedures.
• Prepare ad hoc reports.
• Provide other duties as necessary.

Conocimientos

Client service focus

Analytical skills

Organizational

Verbal and written communication

Brokerage systems knowledge

Work under pressure

Educación

Bachelor's degree in Business Administration or Finance

2+ years of work experience

Herramientas

NetX360

Descripción del empleo

The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor.

JOB RESPONSIBILITIES/MAIN FUNCTIONS

• Review account opening documentation making sure it complies with regulatory guidelines.
• Provide sales and products information to existing and prospect clients.
• Process fund distributions and asset movements.
• Work with internal departments and end clients in resolving service and operational matters.
• Provide information regarding internal procedures.
• Prepare ad hoc reports.
• Provide other duties, as necessary.

JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)

• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum of two (2) years of work-related experience.
• Bilingual in English and Spanish.
• Experience using NetX360 is a plus.

SKILLS AND CAPABILITIES

• Client service focus with the ability to respond to requests in a timely manner.
• Strong analytical skills with high attention to detail and accuracy.
• Strong organizational, multi-tasking, and prioritizing skills.
• Good verbal, written, and interpersonal communication skills.
• Knowledge and understanding of brokerage systems or applications.
• Customer service attitude and proactive when issues arise.
• Ability to work under pressure.

Somos un empleador que ofrece igualdad de oportunidades. Las decisiones de contratación se toman con base en las competencias, experiencia y requisitos del cargo.