7d ago

Client Service Associate

United States·Miamimid

OtherClient Service Associate

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Quick Summary

Overview

Join a team where you'll work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking and investment activities.

Technical Tools

OtherClient Service Associate

Join a team where you'll work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking and investment activities. This is an opportunity to develop your career in a fast-paced environment where collaboration, ownership, and client service excellence are highly valued.

This role serves as a critical partner to our Relationship Management team, helping ensure clients receive exceptional service and operational support throughout their banking experience. You'll play an important role in maintaining strong client relationships, supporting day-to-day banking activities, and contributing to the operational excellence that enables our teams to deliver the highest level of service.

Responsibilities

~1 min read

→Partner with bankers, investors, product specialists, and operations teams to support client relationships and deliver an exceptional client experience.
→Research, follow up on, and resolve client inquiries efficiently and professionally.
→Coordinate account maintenance, operational requests, and client-related activities with a high degree of accuracy and attention to detail.
→Contribute to regulatory, compliance, and business process control activities that support a strong risk and control environment.
→Assist with project coordination, process tracking, and team initiatives aimed at improving efficiency and service delivery.
→Build strong working relationships with colleagues across Miami and Brazil to support business objectives and client needs.
→Provide additional support and coverage for team leadership when needed to help ensure continuity of operations.

Bachelor's degree required.
Series 7 license.
Portuguese fluency.
5+ years of banking, wealth management, client service, or financial services experience.
Strong client service mindset with excellent interpersonal and relationship-building skills.
Self-starter with a proactive approach and a strong sense of ownership.

What We Offer

~1 min read

At Itaú, you'll collaborate with colleagues across different countries, businesses, and areas of expertise while gaining exposure to complex client relationships and meaningful work.

Our teams are intentionally lean, giving employees visibility, ownership, and opportunities to learn directly from experienced banking professionals. Whether you're expanding your technical knowledge, deepening your client relationship skills, or exploring future career opportunities within the organization, you'll have the chance to grow while making a tangible impact.

Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.