Job Description

The Firm is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate , reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning of all non-trading processes, including providing administrative and operational support for Ultra High Net Worth clients. The Client Services Associate is a key point of contact for all service related needs. Suitable candidates must be extremely detail oriented, meticulous, and bright, with effective organizational, multi-tasking, and communication skills, as well as exhibiting the utmost discretion with confidential information. Large opportunity for growth.

A partial list of the Associate’s responsibilities includes:

• Interacting with banking and other counterparty relationships to solve operational issues and serve as a liaison between the bank and the client.
• Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
• Providing exceptional service and flawless execution on client requests, inquiries, and transactions.
• Coordinating with different internal groups to ensure smooth functioning of various processes including Portfolio Managers, Operations Team, Accounting Team, the Office Manager and Executive Assistants.
• Ensuring that compliance protocols are followed meticulously.

Position requirements include:

• An undergraduate degree in business, finance, accounting or related degree preferred.
• Strong knowledge of Excel, Word, PowerPoint, and Adobe Acrobat.
• Superb organizational, project management, and interpersonal skills.
• Extreme attention to detail and accuracy skills.
• Skilled multi-tasking, follow-up, and managing priorities effectively.
• Spanish fluency required, both written and verbal.

The compensation package includes competitive salary, bonus potential, and a robust benefits package, including health insurance.

The office is located in Aventura, FL. We are currently offering a hybrid work environment, with an optional one work from home day per week on Fridays.

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