Job offer
Client Service Associate (Spanish Speaker)
The job posting seeks a Client Service Associate (with Spanish language skills) for Itaú Private Bank to handle and assist with client inquiries, as well as oversee the execution of client transactions and ensure compliance with regulations. The ideal candidate has 5 years of industry experience, a bachelor’s degree, and a Series 7 license.
Job description
Client Service Associate (Spanish Speaker)Tasks and responsibilities
- 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
- Fluency in Spanish is required
- 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
- Compliance with the principles, laws, regulations, and guidelines related to anti-money laundering and bank secrecy, as well as Itaú’s relevant policies and procedures
Job details
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