Client Service Associate

Tasks

• Partner with bankers, investors, product specialists, and operations teams to support customer relationships and deliver an exceptional customer experience.
• Research, track, and resolve customer inquiries efficiently and professionally.
• Coordinate account maintenance, operational inquiries, and client-specific activities with a high degree of accuracy and care.
• Contribute to regulatory, compliance, and business process-related control activities that support a strong risk and control environment.
• Provide support for project coordination, process monitoring, and team initiatives aimed at improving efficiency and service offerings.
• Build strong working relationships with colleagues in Miami and Brazil to support business goals and customer needs.
• Provide additional support and backup for team leadership as needed to ensure the continuity of operations.

Requirements

• A bachelor's degree is required.
• Series 7 License.
• Fluency in Portuguese.
• More than 5 years of experience in banking, wealth management, customer service, or financial services.
• Excellent interpersonal and relationship-building skills, coupled with a strong sense of personal responsibility.
• A self-starter with a proactive approach and a strong work ethic.