Client Service Officer - Bilingual English/Spanish

Responsibilities: Serve as the primary point of contact for assigned clients, building and maintaining strong relationships based on trust and integrity. Proactively communicate with clients to address inquiries, provide updates on account activity, and offer support as needed. Anticipate client needs and identify opportunities to enhance the client experience through personalized service and attention to detail. Assist financial advisors in managing client portfolios, including account opening, transfers, and account maintenance. Prepare and process client paperwork accurately and efficiently, ensuring compliance with regulatory requirements and internal policies. Coordinate client meetings, including scheduling, agenda preparation, and post-meeting follow-up. Collaborate with internal teams to resolve client issues and inquiries in a timely manner, demonstrating a commitment to exceeding client expectations. Maintain accurate client records and documentation, utilizing CRM software and other tools to track client interactions and account activity.