Customer Service Specialist

In the world of finance success is built on trust and personalized solutions. Optimize Wealth Management understands that every financial journey is unique. They offer tailored wealth management and financial planning services to ensure that clients achieve their financial goals with confidence. With over a decade of experience Optimize has established itself as a trusted partner guiding clients through the complex financial landscape with personalized resultsdriven strategies. They pride themselves on creating lasting relationships offering a full range of services from portfolio management to estate planning. By joining Optimize you ll be part of a team where worklife balance harmony and fulfillment are integral to the company culture. Here professional growth and personal wellbeing go hand in hand giving you the chance to thrive in a supportive dynamic environment where your contributions truly matter.

As a Customer Service Specialist you will play a key role in providing clientfacing support while leveraging your strong interpersonal and administrative skills. This position requires a solid understanding of wealth management and various investment account types. Success in this role comes from being highly detailoriented organized and driven to deliver exceptional service and results.

• Assist Optimize employees with inquiries related to processing service requests within the CRM.
  
• Complete administrative tasks and updates in the CRM and with custodians.
  
• Manage phone calls from stakeholders ensuring professional and helpful interactions.
  
• Communicate effectively with internal teams using support tools.
  
• Provide problemsolving support and guidance to teams using the CRM.
  
• Funnel candidate questions to specialists and relay responses back to clients.
  
• Update administrative information across all accounts in the CRM.
  
• Gather information send emails and track data throughout the process.
  
• Answer phone calls chats and emails while maintaining clear communication with clients.
  
• Open tickets and escalate issues to 2ndlevel support as needed.
  

Requirements

Where Experience Meets Expertise: Show Us What You re Made Of

Requirements:

• Minimum of 3 years of relevant experience.
  
• Strong knowledge of various investment types and account structures.
  
• Proven ability to prioritize tasks and maintain accuracy under pressure.
  
• Commitment to following service quality standards.
  
• C1level proficiency in English.
  

Tech Stack:

• Proficient in Excel.
  

Preferred:

• Experience working with Canadian financial institutions.
  
• Educational background in Business or Finance.
  
• Completion of the Canadian Securities Course (CSC).
  
• Experience with Hubspot CRM (highly preferred).
  

Benefits

The Full Package: A Role That Gives You More Than Just a Paycheck

• Fiveday work week
  
• Prepaid medical services
  
• 20 days of vacation with 5 extra days that can be monetized
  
• Career growth and direct exposure to clients
  
• A diverse inclusive and supportive work environment
  
• Prime office locations in Bogot and Medellin
  
• Access to upskilling opportunities through Emapta Academy
  

Why Join Our Clients Team

Our client is a premier player in the financial services industry renowned for its commitment to personalized wealth management solutions. Operating from their prime locations in Bogot and Medellin they offer a dynamic work environment that champions growth inclusivity and wellbeing. Their dedication to clientfocused service sets them apart making them a top choice for professionals looking to build a rewarding career in the industry.

Your Future Team at Emapta Latam

Join Emapta Latam and contribute to our legacy of transforming global outsourcing. Since 2010 Emapta has pioneered personalized outsourcing solutions empowering businesses to thrive with bespoke teams and seamless integration. Our commitment to excellence is reflected in our stateoftheart facilities competitive compensation and a supportive work environment that fosters professional growth. With over 720 clients worldwide and a team of nearly 7400 talented professionals Emapta continues to set new standards in the industry. Apply now to be part of our success story in Colombia where your skills are valued and your career ambitions are supported.

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