LatAm Institutional Client Services Associate

Deutsche Bank AG; Miami (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Generous vacation

Volunteer days

Health benefits

Retirement plan

Learning resources

Job summary

Deutsche Bank AG Miami-based Client Service Officer (Associate) supports Institutional Cash Management clients across LATAM, with emphasis on Trade Finance and TFFI products. The role requires English plus Spanish or Portuguese proficiency to serve Latin American clients in a hybrid work environment.

You will coordinate with TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions to ensure timely, compliant service delivery, issue resolution, and client

Qualifications

• Experience in institutional client service, transaction banking, TFFI, trade finance, or related operations.
• Knowledge of trade products and processes (letters of credit, guarantees, documentary collections) and broader cash-management knowledge is a plus.
• Experience using AI tools in a professional setting with data confidentiality and control requirements.

Responsibilities

• Act as day-to-day service contact for ICT clients across Latin America, delivering proactive, consistent, and high-quality support in English and Spanish or Portuguese.
• Support client inquiries and service requirements across transaction-banking products, with particular attention to trade finance and TFFI-related products, transactions, documentation, investigations, and exceptions.
• Work closely with TFFI, Cash and Trade Operations teams to resolve transaction issues, coordinate investigations, and provide timely, clear communication to clients.
• Support client setup, maintenance, and service readiness across relevant products and channels, ensuring a smooth transition from implementation to after-sales service.
• Coordinate with Product, Sales, Implementation, AFC, Operations, and other control functions to address client needs and ensure adherence to internal policies and governance standards.
• Accurately use Client Service tracking systems to document client activity, monitor inquiries, identify recurring themes, and support management reporting.
• Use approved AI-enabled tools responsibly to research, summarise, structure, and improve service-related work, while observing data-protection, confidentiality, and control requirements.
• Follow up on complaints, service issues, and operational escalations, driving clear ownership, timely resolution, and continuous improvement of the client experience.

Skills

Institutional client service

Transaction banking

Trade finance

TFFI

AI tools usage

English fluency

Spanish & Portuguese proficiency

Job description

Deutsche Bank AG Miami-based Client Service Officer (Associate) supports Institutional Cash Management clients across LATAM, with emphasis on Trade Finance and TFFI products. The role requires English plus Spanish or Portuguese proficiency to serve Latin American clients in a hybrid work environment.

You will coordinate with TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions to ensure timely, compliant service delivery, issue resolution, and client