Client Service Associate (Portuguese)

Job Details

The position of Client Service Associate (Portuguese) involves the following responsibilities and requirements:

Tasks

• 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.
• Support in the execution of customer transactions, including, but not limited to, trading, transfers, remittances, loans, and investments.

Requirements

• Series 7 license
• Bachelor's degree required
• 5 years of industry experience
• Excellent tracking and tracing capabilities
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented 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.