Client Services Specialist – Onboarding & Banking Solutions

PowerToFly; Boca Raton (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Professional development opportunities

Job summary

A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to enhance client relationships through active communication. The ideal candidate will assist clients in accessing firm services and maintaining client accounts while having a strong knowledge of financial products. Key qualifications include bilingual proficiency in English and Spanish, exceptional interpersonal skills, and relevant industry certifications. This position promises an engaging environment and opportunities for professional growth.

Qualifications

• Active Series 7 and Series 66 or Series 63 and Series 65 certifications.
• Two or more years of industry experience preferred.

Responsibilities

• Cultivate client relationships through active communication.
• Assist clients with firm services and solutions.
• Onboard and maintain client accounts.

Skills

Bilingual English/Spanish

Exceptional writing skills

Interpersonal skills

Detail oriented

Strong computer skills

Team player

Ability to work in a fast-paced environment

Goal oriented

Education

High School Diploma/Equivalency

College degree preferred

Tools

Microsoft Office products

Job description

A leading financial services firm in Boca Raton is seeking a Registered Client Service Associate to enhance client relationships through active communication. The ideal candidate will assist clients in accessing firm services and maintaining client accounts while having a strong knowledge of financial products. Key qualifications include bilingual proficiency in English and Spanish, exceptional interpersonal skills, and relevant industry certifications. This position promises an engaging environment and opportunities for professional growth.