Client Service Associate (Portuguese)

United States·Miamimid

OtherClient Service Associate

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Quick Summary

Overview

Responsibilities Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.

Technical Tools

OtherClient Service Associate

Responsibilities

~1 min read

→Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.
→Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.
→Actively contribute to the team, assisting with the execution, completion of operational, regulatory compliance, and business process control reviews.
→Support the execution of client transactions including but not limited to, trades, transfer, wire transfer, credit, and investment.

Requirements

~1 min read

Series 7 License
Bachelor’s degree required
5 years of industry related experience
Exceptional follow-up and follow-through skills
Excellent interpersonal skills
Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
Fluency in English and Portuguese is a must
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures