Client Service Associate (Portuguese)

Job Details

This is a full-time position with a hybrid work model in Florida.

Responsibilities

The tasks include:

• Assisting bankers and investors with various aspects of their relationship management initiatives 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, providing support in the execution and completion of operational, regulatory compliance, and business process control audits.
• Assistance with the execution of customer transactions, including, but not limited to, trading, transfers, remittances, loans, and investments.

Qualifications

The requirements are:

• Series 7 license
• Bachelor's degree required
• 5 years of industry experience
• Excellent tracking and tracing capabilities
• Excellent interpersonal skills
• Self-motivated, highly organized, and detail-oriented, with a strong commitment to accuracy
• Fluency in English and Portuguese is required
• Compliance with the principles, laws, regulations, and guidelines related to anti-money laundering and bank secrecy, as well as the relevant policies and procedures.