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 client inquiries, assist with transactions, and contribute to relationship management. 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 reviews.
- Assistance with 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
- Bachelor's degree 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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