"Alerted.org

Date: Jul 28, 2025

Location:

San Juan, PR

Company: Popular

Workplace Type: On-site

Client Service Associate | Popular Securities

Job Type

Full Time- Non Exempt

General Description

Develop and maintain relationships of trust and loyalty with the entire portfolio of Popular Securities clients. Provide an excellent service through a personalized relationship, work as a team with the Financial Consultant, colleagues in the Unit and the different dependencies of the Institution. Between these; Private Banking, Popular Risk Insurance, and others, with the purpose of supporting and executing requests from our clients in these areas. Address the investment and financial needs of the client, monitor transactions and claims, always complying with the rules and operational procedures of the Unit. Guarantees the continuity of the customer's needs until their request is fulfilled

Essential Duties and Responsibilities

• Handle all technical, operational, and administrative processes of the investment business carried out by the Financial Consultant.

• Assist and provide a high level of service to internal and external customers.

• Manage customer requests and handles service inquiries.

• Generate and manage daily investment reports, tax reports, and year-end reports.

• Conduct research and analytical studies. Prepare reports that includes cost analysis, comparative financial and informational data to support findings. Included and not limited to prepare comprehensive investment proposals, presentations, and managing all customer paperwork. Generates and manages daily investment reports, tax reports, and year-end reports.

• Utilize the FMAX Platform with all its capabilities: establishing correct benchmarks for the reports, verify that all accounts are in order, work with FMAX exception reports and alerts. Use the research and manager solutions to further provide information for client meetings.

• Open new accounts and perform all necessary account maintenance. Management of DocuSign via UAO and ICP.

• Work with the customers' electronic files and other files such as seminars and presentations, among others.

• Manage and maintain Salesforce Platform.

• Process asset and money movement transactions (IBP, checks, journals, wires).

• Provide support in all client activities, appreciation events, seminars, and virtual events. Create a log of all clients, send invitations, and perform RSVP calls.

• Perform any additional task as it may deemed by the Firm.

Education

Bachelor's Degree in Business Administration with a major in Finance, Accounting or Economics, preferably

Experience

Two (2) years of experience in service functions and/or sales, preferably in financial products.

Additional Requirements

• Excellent oral and written communication, both in Spanish (advanced level) and English (intermediate level).

• Specific knowledge in the securities market and investment industry desirable.

• Knowledge of Investment products and services to Identify business opportunities.

• Basic knowledge of accounting, taxes, and financial analysis.

• Leadership skills.

• Basic knowledge of the legal aspects of LLCs, trusts, retirement plans and inheritance law.

• Ability to identify problems, analyze their causes and use initiative and judgment to make decisions.

• Organizational skills, discipline, and structure.

• Excellent customer service and sales skills.

• Excellent teamwork skills, interpersonal relationships, and negotiation.

• High level of organization to establish priorities, work with multiple tasks simultaneously, meet deadlines and be flexible to change.

• Ability to work under pressure with a minimum of supervision.

• Knowledge of e-Money, FBSI, ICP, Wealthscape, Salesforce, FMAX, Morningstar, Bloomberg, WS Report Center and UAO desirable.

Region Locations

San Patricio Gallery- Guaynabo, Puerto Rico

Work Schedule

On-site

Monday to Friday 8:00am - 5:00pm

Availability to work extended hours, holidays and weekends.

Values

1. Passion for People

3. Succeed Together

2. Own Every Moment

4. Build the Future

The information provided here is only a general guide as to the nature of the position and does not constitute an exact description of the goals, tasks, duties and responsibilities of the position. The specific details of each position are described in the employee’s performance evaluation.

Important:The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us [email protected] email inbox is monitored for such types of requestsonly. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer

Learn more about us at www.popular.com and keep updated with our latest job postings atwww.jobs.popular.com.

Connect with us!

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