Client Service Associate
Job in
Miami, Miami-Dade County, Florida, 33131, USA
Listed on 2026-01-07
Listing for:
Itau
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.
Actively contribute to the team, assisting with the execution, completion of operational, regulatory compliance, and business process control reviews.
Support the execution of client transactions including but not limited to, trades, transfer, wire transfer, credit, and investment.
• Series 7 License
• Bachelor's degree required
• 5 years of industry related experience
• Exceptional follow-up and follow-through skills
• Excellent interpersonal skills
• Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
Position Requirements
10+ Years
work experience
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