Job offer
Client Service Associate (Portuguese)
The role of Client Service Associate (Portuguese) involves supporting bankers and investors in maintaining relationships with clients, as well as handling client inquiries and issues. The ideal candidate has 5 years of industry experience, a bachelor’s degree, and a Series 7 license, as well as strong communication skills in English and Portuguese.
Job Details
The Client Service Associate (Portuguese) position is a full-time, hybrid role based in Florida.Tasks
The main tasks include:- Assisting bankers and investors in implementing various aspects of the relationship management initiative with their respective client bases.
- Researching, tracking, and resolving customer inquiries and issues through effective interaction with customers, bankers, investors, product specialists, and operational departments in a timely and professional manner.
- Active participation in the team; assisting with the execution and completion of operational, regulatory compliance, and business process control audits.
- Support in the execution of customer transactions, including, but not limited to, trading, transfers, remittances, loans, and investments.
Requirements
The requirements for this position are:- Series 7 license
- A bachelor's degree is required
- 5 years of industry experience
- Excellent tracking and tracing capabilities
- Excellent interpersonal skills
- A self-motivated, highly organized, and detail-oriented individual with a strong commitment to accuracy
- Fluency in English and Portuguese is required
- Compliance with principles, laws, regulations, and guidelines relating to anti-money laundering and banking secrecy, as well as Itau's relevant policies and procedures.
Job details
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