Client Service Associate
4 weeks ago
At Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.
Key Responsibilities:
- Provide administrative and operational support to Bankers/Financial Advisors
- Assist clients with inquiries and issues related to their investment accounts
- Process new account openings and maintain existing client information
- Prepare client correspondence and reports as needed
- Support customers with inquires on their investment accounts
- Assist with sales activities utilizing banking, investments and credit products
Requirements:
- Excellent communication and customer service skills
- Ability to work independently and in a fast-paced environment
- Strong interpersonal and team-building skills
- Ability to understand, speak, read and write English and Spanish
- Ability to prepare presentations and manage Excel
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive salary and benefits package
How to Apply:
Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you
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