Client Service Officer (Associate) LATAM Institutional Client Coverage

Client Service Officer (Associate) LATAM Institutional Client Coverage

Corporate Title Associate

Location Miami, Florida

Overview

The Client Service Officer (CSO) based in Miami plays a key role in supporting Institutional Cash Management (ICM) clients across Latin America. The CSO is responsible for delivering proactive, reliable, and high-quality service to Institutional Client Group (ICT) clients in the region, with a particular focus on clients whose needs include a significant Trade Finance and Financial Institutions (TFFI) component. The role covers day-to-day client inquiries, transaction support, investigations, issue resolution, and coordination across cash and trade-related services.

The role forms part of the global ICT Client Service organisation and collaborates closely with internal stakeholders across Service, TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions. The successful candidate will combine a strong client-service mindset with sound transaction-banking knowledge, including practical familiarity with trade products and processes. The CSO will help clients navigate service requirements, coordinate solutions across teams, and ensure controlled, timely, and client-centric delivery.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You'll Do

• Act as the day-to-day service contact for ICT clients across Latin America, providing proactive, consistent, and high-quality support in English and Spanish or Portuguese
• Support client inquiries and service requirements across transaction-banking products, with particular attention to trade finance and TFFI-related products, transactions, documentation, investigations, and exceptions
• Work closely with TFFI, Cash and Trade Operations teams to resolve transaction issues, coordinate investigations, and provide timely, clear communication to clients
• Support client setup, maintenance, and service readiness across relevant products and channels, ensuring a smooth transition from implementation to after-sales service
• Coordinate with Product, Sales, Implementation, AFC, Operations, and other control functions to address client needs and ensure adherence to internal policies and governance standards
• Accurately use Client Service tracking systems to document client activity, monitor inquiries, identify recurring themes, and support management reporting
• Use approved AI-enabled tools responsibly to research, summarise, structure, and improve service-related work, while observing data-protection, confidentiality, and control requirements
• Follow up on complaints, service issues, and operational escalations, driving clear ownership, timely resolution, and continuous improvement of the client experience

Skills You'll Need

• Experience in institutional client service, transaction banking, TFFI, trade finance, or related operations, ideally supporting clients in Latin America
• Sound knowledge of trade products and processes, such as letters of credit, guarantees, documentary collections, trade-related documentation, transaction investigations, and exception handling; broader cash-management knowledge is an advantage
• Practical experience using AI tools in a professional environment, together with an understanding of responsible use, data confidentiality, and relevant control requirements
• Fluent English is required; Professional proficiency in Spanish and Portuguese is also required to support clients across Latin America effectively

Skills That Will Help You Excel

• Ability to work closely and constructively with TFFI, Cash and Trade Operations teams, translating client issues into clear actions and ensuring disciplined follow-through
• Strong client focus, communication skills, ownership mindset, and the ability to operate independently under tight deadlines while maintaining control, accuracy, and service quality

Expectations

It is the Bank's expectation that employees hired into this role will work in the Miami, FL office in accordance with the Bank's hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Miami, FL is $75,000 -$119,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.