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ABOUT BCI
Bci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries.
Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.
JOB SUMMARY
The Registered Client Service Associate will be supporting Bankers/Financial Advisors within a segment-specific client base while expanding new and existing affluent customers.
They will assist Bankers/Financial Advisors and clients with administrative and operational support as core activities. However, the R-CSA will also perform sale activities utilizing banking, investments and credit products, primarily to contribute the teams' goals.
DUTIES OF THE POSITION
The duties of the position include, but are not limited to, the following:
Investments Side:
Bank Side:
General Support:
PRE-HIRE REQUIREMENTS:
COMPUTER:Ability to operate IBM compatible personal computers; Intermediate - expert fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Bloomberg Screen access and other banking applications.
EDUCATION:
Bachelor’s degree in a related field or equivalent combination of coursework and work experience.
CERTIFICATIONS/LICENSES:Required licenses, Series 7 & 66 (or 63/65), maintain licenses current and in good standing.
EXPERIENCE:At least 5 years of investment experience in International Wealth Management and knowledgeable in Investments and Bank Products.
Full Time
$53k-69k (estimate)
05/05/2024
05/20/2024
beconnectedinc.com
LAS CONDES, REGION METROPOLITANA DE SANTIAGO
7,500 - 15,000
2005
LUIS ENRIQUE YARUR REY
$1B - $3B
Banking
The following is the career advancement route for Registered Client Service Associate positions, which can be used as a reference in future career path planning. As a Registered Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Client Service Associate. You can explore the career advancement for a Registered Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Registered Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Registered Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Registered Client Service Associate job description and responsibilities
Develop new business opportunities through client relations and option services.
03/15/2022: Boulder, CO
Maintain and update files as required by Financial Advisors on products and clients.
04/30/2022: Chattanooga, TN
Monitor current client portfolios by reviewing performance quarterly.
03/07/2022: Columbus, MS
Respond to phones and messages along with client requests.
03/03/2022: Parkersburg, WV
Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/11/2022: Chicago, IL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Registered Client Service Associate jobs
The primary qualifications needed for a career as a registered client associate typically include an associate's degree in business and work experience in a financial institution.
02/26/2022: Racine, WI
Most employers prefer a bachelor’s degree, but it’s possible to work your way up into the position with the lesser degree.
03/18/2022: Fort Wayne, IN
You need basic investment and financial management knowledge, which is a foundation you build in business degree programs.
03/29/2022: Beaumont, TX
Find an entry-level position at a bank before pursuing this career.
03/27/2022: Evansville, IN
5 Years work experience as a Client Service Associate at either a Broker Dealer are needed to qualify for this job.
05/02/2022: Lincoln, NE
Step 3: View the best colleges and universities for Registered Client Service Associate.