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CV Advisors · 1 month ago

Client Services Associate

Aventura, FL

Full-time

Hybrid

New Grad, Entry Level

CV Advisors is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate. This role involves supporting the firm's Portfolio Managers with administrative and operational tasks for Ultra High Net Worth clients, ensuring smooth non-trading processes and providing exceptional service.

Financial Services

Comp. & Benefits

Responsibilities

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

Qualification

ExcelSpanish fluencyOrganizational skillsProject managementInterpersonal skillsWordPowerPointAdobe AcrobatMulti-taskingAttention to detail

Required

Bilingual (Spanish) fluency required, both written and verbal

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

Benefits

Health insurance

Company

CV Advisors

With our unique, research-driven process and advanced, proprietary technology, our multidisciplinary team provides a highly customized single-family office approach to building and monitoring portfolios and supporting our clients’ evolving financial needs.

Founded in 2009