Bilingual Investment Operations & Client Service Associate

Innova Advisors; Miami (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Innova Advisors in Miami, FL is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers across client service, account administration, trading operations, and investment analysis.

The ideal candidate has a solid understanding of capital markets and investment products, strong analytical and organizational skills, and a commitment to delivering exceptional client service.

Qualifications

• Bachelor's degree in finance, economics, business, or related field.
• Fluency in English and Spanish with strong written and verbal communication.
• Solid understanding of capital markets, investment products, and portfolio concepts.
• Strong analytical skills and ability to multitask.
• Excellent interpersonal skills and client service mindset.
• Proficiency in Excel and ability to learn CRM and reporting platforms.
• Discretion handling confidential information.
• On-site work in Miami, FL.

Responsibilities

• Coordinate opening and maintenance of client accounts across custodians.
• Handle client service requests with advisers and custodians for timely follow-up.
• Prepare client portfolio reports, performance summaries, and analyses.
• Support trading activities across custodial platforms under adviser supervision.
• Prepare market updates and investment analyses aligned with client objectives and guidelines.
• Monitor portfolio exposures and assist IPS preparation and maintenance.
• Prepare reports and maintain documentation to support management and compliance.
• Support business development through prospect research and meeting prep.

Skills

Bilingual English/Spanish

Capital markets understanding

Analytical skills

Interpersonal communication

Education

Bachelor's degree in finance/ Economics/ business

Tools

Excel

CRM systems

Portfolio reporting tools

Job description

Innova Advisors in Miami, FL is seeking a detail-oriented Client Service & Investment Support Associate to support our Investment Advisers across client service, account administration, trading operations, and investment analysis.

The ideal candidate has a solid understanding of capital markets and investment products, strong analytical and organizational skills, and a commitment to delivering exceptional client service.