Client Service Associate

Job description

Job Details

• Job Category: Associate
• Requisition Number: CLIEN001900
• Posted: December 19, 2025

Tasks

• Supporting bankers and investors in implementing various aspects of the relationship management initiative with their respective client bases.
• Research and resolve customer inquiries and issues through effective interaction with customers, bankers, investors, product specialists, and operational departments in a timely and professional manner.
• Active contribution to the team, support in execution, completion of operational, regulatory compliance, and business process controls.
• Support in executing customer transactions, including but not limited to:
  • trades
  • transfer
  • bank transfers
  • loan
  • investments

Requirements

• Series 7 License
• Bachelor's degree required
• 5 years of industry experience
• Excellent tracking and perseverance skills
• Very good interpersonal skills
• Self-starter, extremely organized and detail-oriented with a strong commitment to accuracy

Compliance

• Compliance with anti-money laundering and banking secrecy principles, laws, rules, and regulations, as well as Itaú's related policies and procedures.

We offer

• Equal opportunities as an employer