Client Service Associate

Job Details

Support bankers and investors in executing various aspects of the relationship management initiative with their respective client base. Research, track, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product specialists, and operational areas in a timely and professional manner. Actively participate in the team, assist in the execution and completion of operational, regulatory compliance, and business process control reviews. Assist in the execution of client transactions, including but not limited to trading, transfer, remittance, credit, and investment.

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

Compliance with the principles, laws, regulations, and guidelines related to anti-money laundering and bank secrecy, as well as the relevant policies and procedures.

We offer

Full-time, hybrid, Florida

Further information

This employer is required to inform all applicants of their rights under federal employment laws. For more information, please visit the Department of Labor’s “Know Your Rights” notice.