Customer Service Specialist
Company: Hays
Location: Weehawken
Posted on: August 7, 2022
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Job Description:
Location: Hybrid/San Diego, CADuration: 3 months ***MUST BE
BILINGUAL IN SPANISH & ENGLISHOur client, a large global Investment
Bank, is looking to hire a Client Associate for a 3-month term with
a good chance to go permanent. Role Purpose: A Client Associate to
service clients and provide operational and administrative support
to Financial Advisors. Candidates must be bilingual in Spanish.Key
Responsibilities: Educate clients on account services and
capabilitiesInput data in to financial planning toolsAssist with
the preparation of reports and other materials for client
meetingsEnsure appropriate documentation is collated for new
accounts and service requestsKey Deliverables:Leverage
communications channels to enhance relationships with
clientsMaintain management systems with up to date client
informationOrganize logistics for team marketing events and
maintain marketing materialsProvide team with calendar detailing
daily, weekly and monthly activitiesIdentify service opportunities
for clients What we offer Together. That's how we do things. We
offer talented people around the world a supportive, stimulating
and diverse working environment. We'll value your passion and
commitment. And reward your performance.
Keywords: Hays, New York , Customer Service Specialist, Hospitality & Tourism , Weehawken, New York
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