Your browser cookies must be enabled in order to apply for this job. Please contact if you need further instruction on how to do that.

Client Service Associate

Finance | Santiago, Chile | Full Time and Part Time

Job Description

Client Service Associate

Boutique investment manager with a focus on impact investing is seeking a Client Service Associate. The ideal candidate has 1-2 years of client service experience and administrative and/or operational experience with a professional services firm. This position is part-time to full-time, with opportunities for career advancement.

Primary responsibilities include but are not limited to:

Operational/Client Service:

  • Inbound/outbound phone calls, appointment setting, calendar management
  • Customer service requests
  • Client onboarding - operations
  • Electronic record keeping
  • Managing contact database
  • Minor accounting work
  • Preparing client reports
  • Email management
  • Records management
  • Managing holiday gifts/client appreciation efforts


  • Online newsletter - distribution
  • Social Media – distribution
  • Follow up with newsletter subscribers
  • Setting up webinars/conference calls

The ideal candidate:

  • English native speaker only, with resumes in English
  • 1-2 years of relevant experience
  • Excellent oral and written communication and interpersonal skills
  • Good organizational skills
  • An interest in impact investing industry
  • Strong attention to detail
  • Tech savvy with ability to learn new programs
  • Strong experience with Microsoft Office Suite (Excel, Word, Power Point)
  • Ability to prioritize and work on different tasks concurrently
  • Undergraduate degree
  • A laser focus on providing excellent client service
  • Ability to effectively and respectfully interact with clients from diverse backgrounds

Please submit a cover letter and resume in English. In your cover letter, please explain your interest in the position and your specific applicable background.

$500k CLP for 40 hour, full-time schedule, please note that this position starts as part time

Providencia, Santiago RM