Client Service Associate (Spanish Speaker)

United States·Miamimid

OtherClient Service Associate

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Quick Summary

Requirements Summary

-Fluency in Spanish is required -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…

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OtherClient Service Associate

About Us

Itaú 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, Itaú is undergoing an enterprise‑wide transformation, embedding AI, advanced analytics, and digital platforms into core business decisions, from risk and operations to client engagement. As part of this organization, Itaú Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, data‑driven insights to deliver more personalized and forward‑looking solutions for clients.

Duties & Responsibilities

-Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.

-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.

Requirements

~1 min read

-Fluency in Spanish is required

-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