Temporary Client Services Specialist

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Temporary Miami Office, Miami, FL, US

5 days ago Requisition

BCI provides financial services to individuals and corporations. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, BCI is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile, and it has more than 300 branch offices throughout Chile and representative offices in other countries.

The Client Services Specialist serves as a key point of contact for the Private Client Group, delivering high-quality, excellent customer service and experience to bank clients. This role is responsible for the full lifecycle of the client relationship, encompassing account servicing, transaction processing, and the resolution of complex inquiries.

The Client Services Specialist ensures operational excellence by managing diverse administrative tasks including commercial onboarding, wire transfer verification, and account maintenance—while strictly adhering to Bank policies and regulatory requirements. Additionally, the role provides critical support to the Private Client Group and international teams to maintain service level agreements and promote automated banking solutions.

The duties of the position include, but are not limited to, the following:

• Process customer transaction requests with the respective operations and support units according to the Bank’s policies and procedures.
• Provide support to Private Client Group and Preferencial Internacional, Chile in transaction processing and administrative matters.
• Follow up and process the Commercial Onboarding for new customers:
  Open OLB registration case, initial deposit validation, check card and checkbook request once initial deposit has been received.
• Process wire transfers including verification of balances and WT call back validation.
• Under Dodd Frank international wire transfers, initiate and track pre‑receipts and confirmations sent and received by customers including sending the swift confirmation.
• Facilitate the end‑to‑end wire transfer process for all transaction types, including the preparation of required documentation for client authorization.
• Perform investigations related to incoming and outgoing Wire Transfers / ACH'S and follow up. Inform results to customers or RM's.
• Process the issuance, renewal, maintenance and closing of TDs. Open TDs as collateral for loans.
• Process account maintenance requests (telephone, email, address change, etc.):
  Fill out forms for customers to sign, review signed documents, submit them for processing and update RADAR accordingly. Follow up to ensure completion.
• Handling and processing of W-8’s.
• Process checkbook orders and follow up on status ensuring correct delivery to customers.
• Deposit checks received by mail.
• Review log of inactive and dormant accounts and contact customer for account activation. Process inactive and dormant account activation as per customer or RM’s instructions.
• Manage account closure procedures, ensuring a comprehensive log is maintained that documents the specific justification for each closure.
• Answering phones, taking messages, and problem solving.
• Provide debit card support to customers, process customers’ request to issue debit and credit cards, change/update debit and credit limits, and travel alerts.
• Coordinate with the Client Services team the registration of customers to Online Banking and e‑statements as well as help with access support and follow up on customer requests.
• Send copies of account statements to select customers.
• Prepare certifications of interest for tax declaration of customers.
• Prepare reference…