Client Service Associate

Itaú USA; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm located in Miami is seeking a Client Service Associate to support bankers and investors in managing client relationships and resolving inquiries. The ideal candidate has a Bachelor's degree and at least 5 years of related experience, demonstrating exceptional organization and accuracy in a compliance-focused environment. This role entails assisting with client transactions and contributing to operational reviews, making it essential for a detail-oriented self-starter.

Qualifications

• Bachelor's degree required.
• 5 years of industry related experience.
• Exceptional follow-up and follow-through skills.
• Self-starter, extremely organized and detail oriented with a strong commitment to accuracy.
• Compliance with Anti-Money Laundering and Bank Secrecy Act principles and related policies.

Responsibilities

• Support bankers and investors in relationship management with their client base.
• Follow-up and resolve client inquiries and problems effectively.
• Assist with operational, regulatory compliance, and business process control reviews.
• Support the execution of client transactions such as trades and transfers.

Skills

Exceptional follow-up and follow-through skills

Organization and detail orientation

Strong commitment to accuracy

Self-starter

Education

Bachelor’s degree

Job description

Join to apply for the Client Service Associate role at Itaú USA

Overview

Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists and operations areas in a timely and professional manner. Actively contribute to the team, assisting with the execution and completion of operational, regulatory compliance, and business process control reviews. Support the execution of client transactions including but not limited to trades, transfers, wires, credit, and investment.

Responsibilities

• Support bankers and investors in relationship management with their client base.
• Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists and operations areas in a timely and professional manner.
• Contribute to the team by assisting with the execution and completion of operational, regulatory compliance, and business process control reviews.
• Support the execution of client transactions including but not limited to trades, transfers, wire transfers, credit, and investments.

Qualifications

• Bachelor’s degree required
• 5 years of industry related experience
• Exceptional follow-up and follow-through skills
• Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
• Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itaú’s related policies and procedures

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Customer Service

Industries

• Financial Services and Banking

Location noted: Miami, FL