About this opportunity
Itaú USA lists this Client Service Associate opportunity in miami, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Join to apply for the Client Service Associate role at Itaú USA
Overview
Support bankers and investors in performing various aspects of the relationship management initiative with their client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists and operations areas in a timely and professional manner. Actively contribute to the team, assisting with the execution and completion of operational, regulatory compliance, and business process control reviews. Support the execution of client transactions including but not limited to trades, transfers, wires, credit, and investment.
Responsibilities
Support bankers and investors in relationship management with their client base.
Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists and operations areas in a timely and professional manner.
Contribute to the team by assisting with the execution and completion of operational, regulatory compliance, and business process control reviews.
Support the execution of client transactions including but not limited to trades, transfers, wire transfers, credit, and investments.
Qualifications
Bachelor’s degree required
5 years of industry related experience
Exceptional follow-up and follow-through skills
Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itaú’s related policies and procedures
Seniority level
Associate
Employment type
Full-time
Job function
Finance and Customer Service
Industries
Financial Services and Banking
Location noted: Miami, FL
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Worksite address
miami, FL, 33222, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.