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LATAM Private Banking: Senior Client Services Lead

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Aumni
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Customer Service/HelpDesk
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below

Twin Thread is seeking a Senior Client Service Associate to enhance client relationships within the Latin America Private Bank. This role will involve serving as the primary contact for service-related needs, ensuring flawless execution of client requests and inquiries.

Candidates must have FINRA licenses and at least 3 years of investment management experience. A college degree is preferred. Responsibilities also include collaboration with various teams to facilitate client transactions and uncover additional business opportunities.

The LATAM Private Banking:
Senior Client Services Lead position in the Sales field is open for applications.

Are you ready to take on the LATAM Private Banking:
Senior Client Services Lead role at Aumni?

We would love to welcome a new LATAM Private Banking:
Senior Client Services Lead to our team in Houston, TX, United States.

Position Requirements
10+ Years work experience
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