Spanish Client Associate

Job Description:

Our client is seeking a highly motivated and detail-oriented individual to join their team as an Associate Client Consultant in their Private Wealth Team. The Associate will work closely with Wealth Consultants and clients to provide exceptional service and ensure client satisfaction. The ideal candidate should have a strong interest in financial services and a passion for delivering exceptional client experiences.

Responsibilities:

• Work with different business areas to coordinate, originate, edit and publish client proposals;
• Prepare client reporting and presentations to communicate portfolio performance and investment strategies;
• Assist Wealth Consultants in managing client portfolios, including account opening, account maintenance, and transaction processing;
• Promote efficiency by contributing to the continuous improvement of processes and procedures;
• Stay up to date on industry trends and regulatory developments to maintain a strong understanding of the market and the competition;

Qualifications:

• Bachelor’s degree in commerce, communications or marketing
• CSC is preferred, or progress towards CSC
• Native Spanish speaking
• Strong customer service orientation;
• Proficient in Microsoft Office;
• Comfort interacting with High Net Worth Clients;
• Experience working with a CRM system (Salesforce is preferred);
• Understanding of financial services industry;
• Excellent communication and interpersonal skills to build strong relationships with clients and internal stakeholders;
• Ability to manage multiple complex and high-profile projects with a keen attention to detail, high degree of judgment, insight and discretion

To apply, upload your resume and complete the required information in the “Apply For The Job” section located to the right of the posting. Alternatively, quote the position title and email your resume to: Beth; b.title@tdspersonnel.com

If you are already registered with TDS Personnel please contact your Consultant.

TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.