Client Service Associate
ReKruiting Advisors
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
Vacancy posted 1 day ago
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$50.6k - $70.6k
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$70k - $100k
Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-focused attitude...Full timeLocal area- ...Client Service Associate (Spanish Speaker) Ita Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating 100 years of history in 2024. Alongside its scale and stability, Ita is undergoing an enterprise?wide transformation, embedding AI...
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership...Work at office
Chase Bank
Doral, FL2 days ago $75k - $95k
...States and 2 more Job Identification 210653328 Job Category Client Service Business Unit Asset & Wealth Management Posting Date 08/01/... ...00.00-$95,000.00 Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will...Full timeWork at officeShift work- Banesco USA Inc is seeking a Client Service Associate I in Miami, FL. This role involves aiding Relationship Managers with loan and deposit portfolio management, ensuring customer satisfaction through quality service, and managing account inquiries effectively. The ideal...Work at office
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711 MS Smith Barney, LLC
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$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The ideal candidate will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...Full time- ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our...Extra incomeFull timePart timeLocal areaFlexible hoursShift work
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