Client Services Associate

MJ Boyd Consulting LLC; Miami (FL); On-site; USD 25,000 - 34,000; Part time

Job summary

MJ Boyd Consulting LLC in Miami, FL seeks a Client Services Associate to support clients and internal teams in a fast-paced banking environment. The ideal candidate will be fluent in both English and Spanish and possess strong communication and organizational skills.

The role involves serving as a primary client contact, assisting with onboarding and documentation, coordinating with internal teams, and maintaining accurate records.

Qualifications

• 1–3+ years in banking or financial services.
• Fluency in both English and Spanish.
• Strong written and verbal communication.
• Excellent attention to detail and organizational abilities.
• Professional, client-focused approach.
• Ability to work five days per week in a Miami office.

Responsibilities

• Serve as a primary point of contact for clients, responding to inquiries and providing timely support.
• Assist with account-related requests, documentation, and client onboarding.
• Coordinate with internal banking teams to resolve client issues and ensure a high level of service.
• Maintain accurate client records and documentation.
• Support administrative and operational activities as needed.

Skills

Bilingual EN/ES

Communication skills

Attention to detail

Organizational skills

Client focus

Job description

Location:Miami, FL
Schedule:Monday–Friday, In Office
Type:Contract

A leading financial institution in Miami is seeking aClient Services Associateto support clients and internal teams in a fast-paced banking environment. The ideal candidate will have strong communication and organizational skills, a client-focused approach, andfluency in both English and Spanish.

Responsibilities:

• Serve as a primary point of contact for clients, responding to inquiries and providing timely support.
• Assist with account-related requests, documentation, and client onboarding.
• Coordinate with internal banking teams to resolve client issues and ensure a high level of service.
• Maintain accurate client records and documentation.
• Support administrative and operational activities as needed.

Qualifications:

• 1–3+ years of experience in banking, financial services, client services, or a related field.
• Fluent in Spanish and English.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational abilities.
• Professional, client-focused approach.
• Ability to work five days per week in a Miami office.