LATAM Private Banking: Senior Client Services Lead

Aumni; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries.

Candidates must have FINRA licenses and at least 3 years of investment management experience. A college degree is preferred. Responsibilities also include collaboration with various teams to facilitate client transactions and uncover additional business opportunities.

Qualifications

• Must hold FINRA Securities Industry Essentials, Series 7 and Series 63 licenses.
• 3+ years of experience in the investment management industry required.
• Ability to communicate fluently in Portuguese, both written and verbal.

Responsibilities

• Provide exceptional client service and execution on requests.
• Collaborate with teams to deliver client transactions.
• Identify potential business opportunities for clients.

Skills

FINRA Securities Industry Essentials

Series 7 license

Series 63 license

Microsoft Office Suite

Fluent in Portuguese

3+ years in investment management

Education

College degree or equivalent experience

Job description

TwinThread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries.

Candidates must have FINRA licenses and at least 3 years of investment management experience. A college degree is preferred. Responsibilities also include collaboration with various teams to facilitate client transactions and uncover additional business opportunities.