Client Service Associate

Job Summary

Supporting a portfolio of families, the fully remote Client Service Associate will manage client correspondence, assist advisors with meeting preparations, and maintain accurate records in the CRM while demonstrating a strong interest in personal finance and economics.

Key responsibilities

• Serve as the main contact for clients and advisors, ensuring smooth communication and support
• Prepare for meetings, transcribe notes, and follow up with clients via email
• Learn and utilize company software to manage client data and improve service delivery

Required qualifications

• Must reside in Colombia or Argentina
• Demonstrated strong interest in personal finance or economics
• Experience with US finances or completion of the SIE certification is preferred
• Ability to work independently while collaborating effectively with a team
• Proficient written English skills