Client Service Associate (Portuguese)

Itau US; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

Itau US in Miami is seeking a dedicated professional to support bankers and investors in managing client relationships. The responsibilities include resolving client inquiries, assisting in operational compliance, and executing client transactions.

Required qualifications are a Bachelor's degree, Series 7 License, bilingual fluency in English and Portuguese, and 5 years of relevant experience. Strong interpersonal skills and attention to detail are essential for success in this role.

Qualifications

• 5 years of industry related experience.
• Exceptional follow-up and follow-through skills.
• Compliance knowledge with regulations.

Responsibilities

• Support bankers and investors in relationships.
• Research and resolve client inquiries.
• Assist with operational compliance reviews.
• Support execution of client transactions.

Skills

Client relationship management

Research and problem solving

Operational execution

Attention to detail

Interpersonal skills

Self-starter

Fluency in English and Portuguese

Education

Bachelor's degree

Tools

Series 7 License

Job description

Responsibilities

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

Qualifications

• Series 7 License
• Bachelor’s degree required
• 5 years of industry related experience
• Exceptional follow-up and follow-through skills
• Excellent interpersonal skills
• Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
• Fluency in English and Portuguese is a must
• Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures