Client Service Associate

ReKruiting Advisors LLC.; Miami (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

ReKruiting Advisors LLC. is seeking a Client Service Associate in Miami, Florida. The role involves supporting bankers and investors while managing client relationships, resolving inquiries, and ensuring smooth execution of transactions.

The ideal candidate must have a Bachelor’s degree, an active Series 7 license, and a minimum of 5 years of experience in the industry. Fluency in Portuguese is essential for this position.

Qualifications

• Bachelor's degree required.
• Active Series 7 license required.
• Minimum of 5 years of relevant industry experience.
• Proficiency in Portuguese is mandatory.

Responsibilities

• Support bankers and investors in managing client relationships and day-to-day service needs.
• Research, follow up on, and resolve client inquiries and issues through effective interaction.
• Support execution of client transactions including trades and transfers.

Skills

Client relationship management

Problem resolution

Communication in Portuguese

Education

Bachelor’s degree

Tools

Series 7 license

Job description

Client Service Associate

Key Responsibilities

• Support bankers and investors in managing client relationships and day-to-day service needs.
• Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product specialists, and operations teams in a timely and professional manner.
• Support the execution of client transactions, including but not limited to: trades, account transfers, wire transfers, credits, investment transactions.

Qualifications

• Bachelor’s degree required.
• Active Series 7 license required.
• Minimum of 5 years of relevant industry experience.
• PORTUGUESE IS A MUST.