The Client Associate has an overall responsibility for providing dedicated operational and sales support to the assigned financial advisor.

JOB RESPONSIBILITIES/MAIN FUNCTIONS
• Review account opening documentation making sure it complies with regulatory guidelines.
• Provide sales and products information to existing and prospect clients.
• Process fund distributions and asset movements.
• Work with internal departments and end clients in resolving service and operational matters.
• Provide information regarding internal procedures.
• Prepare ad hoc reports.
• Provide other duties, as necessary.

JOB REQUIREMENTS (EDUCATION AND EXPERIENCE)
• Bachelor's degree in Business Administration, Finance, or related field.
• Minimum of two (2) years of work-related experience.
• Bilingual in English and Spanish.
• Experience using NetX360 is a plus.





SKILLS AND CAPABILITIES
• Client service focus with the ability to respond to requests in a timely manner.
• Strong analytical skills with high attention to detail and accuracy.
• Strong organizational, multi-tasking, and prioritizing skills.
• Good verbal, written, and interpersonal communication skills.
• Knowledge and understanding of brokerage systems or applications.
• Customer service attitude and proactive when issues arise.
• Ability to work under pressure.

Somos un empleador que promueve la igualdad de oportunidades. Valoramos la diversidad y consideramos a todos los candidatos calificados sin discriminación de ningún tipo, de acuerdo con la legislación vigente.

📌 Client Associate (Lima)
🏢 Insigneo
📍 Lima