Client Associate for Insigneo

Descripción de la oferta

Are you looking to grow your career in the financial services industry? Do you enjoy providing outstanding client service and supporting top-performing financial advisors?

If you have a proactive attitude and a strong customer service mindset, this opportunity is for you!

We offer you:
- The opportunity to play a key role in a reputable company that will provide you with all the tools to grow professionally.
- Development opportunities within the company.
- The chance to be part of a team of highly skilled professionals.
- A hybrid work model.
- Competitive compensation and additional benefits.

What will be your main focus in this position?
As a Client Associate, you will be responsible for providing dedicated operational and sales support to assigned financial advisors as part of our Insigneo Client Associate Team.

Responsibilities and Challenges:
- Review account opening documentation to ensure compliance with regulatory guidelines.
- Provide sales and product information to existing and prospective clients.
- Process fund distributions and asset movements.
- Collaborate with internal departments and clients to resolve service and operational matters.
- Provide information regarding internal procedures.
- Prepare ad hoc reports as needed.
- Act as a back-up for taking and executing investment orders directly from clients.
- Perform other duties as necessary.

What skills and qualities will help you succeed in this role?
- Bachelors degree in business administration, finance, or a related field.
Minimum of three (3) years of work-related experience.
- Bilingual in English and Spanish.
- Knowledge of NetX360 and familiarity with Pershing is highly valued.
- Strong client service focus with the ability to respond to requests in a timely manner.
- Excellent communication and analytical skills with attention to detail
Strong organizational, multi-tasking, and prioritization abilities.
- Knowledge and understanding of brokerage systems or applications.
- Proactive customer service attitude, with the ability to work under pressure.

Working Conditions: This is a full-time position with a hybrid work model. This is an excellent opportunity to join a prestigious company that offers a supportive work environment and compensation aligned with the responsibilities of the role.

Ready to take the next step in your career? ¡Lets make it happen apply now!

This opportunity is also part of the promotion of employment for people with disabilities as per Law No. 19.691 and Decree 73/019, provided the candidate meets the necessary qualifications for the position.

Requerimientos

• Educación mínima: Universidad
• 3 años de experiencia

Hace 2 horas (actualizada)

Acerca de ManpowerGroup

ManpowerGroup (NYSE: MAN) es líder mundial en soluciones innovadoras para la fuerza laboral; crea y presta servicios que contribuyen a que los clientes logren sus objetivos de negocio y de capital humano, y ayudan a incrementar su competitividad. Con ventas anuales de 22 mil millones de dólares, la empresa brinda un paquete completo de soluciones para todo el ciclo laboral, incluyendo servicios de reclutamiento de personal permanente, temporario o contratado; la evaluación y selección de profesi...

ManpowerGroup (NYSE: MAN) es líder mundial en soluciones innovadoras para la fuerza laboral; crea y presta servicios que contribuyen a que los clientes logren sus objetivos de negocio y de capital humano, y ayudan a incrementar su competitividad. Con ventas anuales de 22 mil millones de dólares, la empresa brinda un paquete completo de soluciones para todo el ciclo laboral, incluyendo servicios de reclutamiento de personal permanente, temporario o contratado; la evaluación y selección de profesionales; capacitación; reinserción laboral; tercerización y consultoría. La red mundial de Manpower de casi 3.900 oficinas en 82 países y territorios es la más grande de la industria, permitiendo satisfacer las necesidades de sus 400.000 clientes anuales, entre los que figuran empresas pequeñas y medianas de todos los sectores, así como también las corporaciones multinacionales más grandes del mundo. ManpowerGroup centra su trabajo en liberar el potencial de las personas para que tanto los empleadores como los individuos puedan alcanzar más de lo que imaginan. Para obtener más información sobre ManpowerGroup Uruguay., ingresar en www.manpowergroup.com.uy

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