Investments Client Services Specialist

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

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.