Financial Services Associate

3 weeks ago


Houston, Texas, United States Insigneo Full time
Job Summary

The Financial Services Associate will provide dedicated operational and sales support to assigned financial advisors or teams of financial advisors. This role requires a strong analytical mindset, excellent communication skills, and the ability to work under pressure.

Key Responsibilities
  • Review account opening documentation to ensure compliance with regulatory guidelines.
  • Provide sales and product information to existing and prospect clients.
  • Process fund distributions and asset movements.
  • Collaborate with internal departments and end clients to resolve service and operational matters.
  • Prepare ad hoc reports and provide information on internal procedures.
Requirements
  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Minimum of three years of work-related experience.
  • Series 7 certification is a plus.
  • Bilingual in English and Spanish.
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.


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