Portuguese-Speaking Client Services Specialist

Client Service Associate Key Responsibilities Support bankers and investors in managing client relationships and day-to-day service needs. Research, follow up on, and resolve client inquiries and issues through effective interaction with clients, bankers, investors, product specialists, and operations teams in a timely and professional manner. Support the execution of client transactions, including but not limited to: trades, account transfers, wire transfers, credits, investment transactions. Qualifications Bachelor’s degree required. Active Series 7 license required. Minimum of 5 years of relevant industry experience. PORTUGUESE IS A MUST. #J-18808-Ljbffr