Client Service Associate
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-01
Listing for:
ReKruiting Advisors LLC.
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
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.
- Bachelor’s degree required.
- Active Series 7 license required.
- Minimum of 5 years of relevant industry experience.
- PORTUGUESE IS A MUST.
Position Requirements
10+ Years
work experience
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