Lugar de Trabajo:


Publicado hace 304 días


No especificado

Tipo de puesto:


• Support the Relationship Manager and Investment Advisor in their daily client business;

• Be the point of entry for processing client orders such as account openings and maintenance;

• Make sure that administrative arrangements and client-related processes are completed;

• Carry out daily transaction processing and complex troubleshooting;

• Assist in all administrative tasks and organizational arrangements in relation to client’s general inquiries and to their investments, loans, and payments;

• Keep in contact with internal and external clients.


• Provide administrative and organizational leadership support to the Relationship Manager and Investment Advisor;

• The role will encompass both support of internal activities as well as external-facing responsibilities for the bank's clients and collaborators.


• Banking experience and knowledge of banking operations;

• Experience dealing with Private Banking clients and supporting Client Advisors;

• The ability to work accurate and efficiently;

• Detail-oriented person;

• Strong computer skills and the willingness to learn new programs/ technology;

• Team player;

• Able to work under pressure;

• Excellent skills in spoken and written English;

• At least one year of high school or college education in the United States is a plus;

• Ability to identify, escalate and resolve problems/issues;

• Ability to communicate professionally through effective verbal and written skills (English and Spanish);

• Familiarized with Anti-Money Laundering Compliance;

• Knowledge of Due Diligence compliance;

• Able to provide assistance with on-boarding process of the clients;

• Able to manage paperwork for clients.

El contenido de este aviso es de propiedad del anunciante. Los requisitos de la posición son definidos y administrados por el anunciante sin que Konzerta sea responsable por ello.
La empresa dio por finalizado este aviso.
¡Te has postulado con éxito!