Client Service Associate

About the role

Support a wealth management team serving high net worth clients in Mexico and internationally.

This role is focused on taking care of existing clients, not on bringing in new assets or sales.

Direct Hire

Tasks

• Serve as a primary point of contact for day-to-day client needs
• Coordinate onboarding, new accounts, documentation, and account maintenance
• Support money movements, transfers, and investment-related requests
• Prepare materials for client meetings and reviews
• Coordinate with custodians, banks, and investment providers
• Support KYC, compliance, and client documentation

Requirements

• 2–4+ years in private banking, wealth management, brokerage, family office, or high net worth client service
• Proficiency in Addepar
• Intermediate-to-advanced English (English and Spanish fluency strongly preferred)
• Experience with Mexican and international clients is a plus
• Professional, discreet, detail-oriented, and highly service-oriented
• AMIB / CNBV certification is a plus, but not required

Schedule

• On-Site

Pay

• $60,000–$80,000 USD/year, based on experience

How to apply

• Send your resume by email

Location

• Polanco, Mexico City