Client Services & Relationships 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

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.