Client Experience Specialist, Spanish

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver an exceptional client experience by engaging proactively and reactively with clients, conducting campaign outreach, and efficiently processing client requests.

• Work in collaboration with seasoned advisory team members to cultivate and sustain robust, long-term relationships with valued clients.

• Actively seek financial planning opportunities, collect necessary documentation for analysis, and organize delivery calls with the advisory team.

• Create summaries of client calls, welcome call documentation, and other materials for advisory team meetings and client introductions.

• Collaborate with advisory and specialist teams to pinpoint opportunities to enhance share of wallet and ensure appropriate follow-up with team members.

• Conduct quality assurance reviews of service requests to guarantee timely and precise execution.

• Coordinate with clients, advisory teams, and trading teams to obtain cost-basis information, submit requests for implementation analysis, and initiate portfolio implementation and custom requests.

• Support client appreciation initiatives.

⛳️ Requirements

• A Bachelor's degree in Business or a related field, or equivalent experience.

• A minimum of 2 years of relevant work experience in financial services and/or customer experience.

• Proficiency in Spanish.

• Series 65 FINRA registration within the corporate-established timeline; current Series 65 is highly preferred.

• Experience in client service roles.

• Outstanding verbal and written communication abilities.

• Keen attention to detail with the ability to manage several time-sensitive tasks concurrently.

• Strong organizational and presentation capabilities.

• Ability to build trust, maintain professionalism, and foster long-term client relationships.

• Proven ability to navigate diverse client needs and efficiently identify suitable solutions.

• Proficient in, or able to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, as well as proprietary and recordkeeping systems.

• Excellent interpersonal, collaborative, and teamwork skills.

• FINRA fingerprinting is required.

• Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a wide range of investment options.

• Tuition reimbursement up to $5,250 per year.

• A business-casual environment that allows the option to wear jeans.

• Generous paid time off upon hire – including a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Leave of absence programs – including paid parental leave, and paid short- and long-term disability, as well as Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) – BRGs promote inclusion and collaboration across our business and within our communities. They are open to everyone.

• Non-sales positions have the opportunity to participate in a bonus program.

• Necessary computer equipment will be provided.