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Customer Service Specialist

Company: Hays
Location: Weehawken
Posted on: August 7, 2022

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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