CV Advisors · 23 hours ago
Client Services Associate
Aventura, FL
Full-time
Hybrid
New Grad, Entry LevelCV 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 by ensuring the smooth functioning of all non-trading processes and providing administrative and operational support for Ultra High Net Worth clients.
Financial Services
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
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
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kyle Capasso
Chief Operating Officer
Ricardo Saias
Partner
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