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Client Service Associate (Spanish Speaker)
The Client Service Associate (with Spanish language skills) assists bankers and investors with client support and handles tasks such as processing client inquiries and providing support for transactions. The position requires, among other things, fluency in Spanish, a bachelor’s degree, and 5 years of experience in the industry.
Job description
Client Service Associate (Spanish Speaker)Job Details
* Full-time * Hybrid * FloridaTasks and responsibilities
* Assist bankers and investors with various aspects of the relationship management initiative regarding their respective client bases. * Research, track, and resolve client inquiries and issues by interacting effectively with clients, bankers, investors, product specialists, and operational departments in a timely and professional manner. * Actively support the team in executing and completing operational, regulatory compliance, and business process controls. * Assist in the execution of client transactions, including but not limited to trading, transfers, remittances, loans, and investments.Requirements
* Fluency in Spanish is required * Series 7 license * Bachelor’s degree required * 5 years of industry experience * Exceptional follow-up and tracking skills * Excellent interpersonal skills * Self-motivated, highly organized, and detail-oriented individual with a strong commitment to accuracy * Compliance with principles, laws, rules, and regulations related to money laundering and bank secrecy, as well as Itau’s corresponding policies and proceduresJob details
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