Family Office Client Onboarding Analyst

2 months ago

Coral Gables, United States Bradesco Bank Full time

Only candidates with US Work Authorization will be considered.


Job Summary: Performs and understand the various duties within a department. Employee will assist with three main functions servicing the Family Office concerning client acquisition, front office support and account services for both Bank and Investment accounts.


Primary Responsibilities: Include the following but is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirement efforts, skills, or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, the employee may or may not perform all the tasks described below. Management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change (i.e., emergencies, rush jobs, change in workload, or technological developments).


  • Assist in the onboarding of new clients, collecting documentation, supporting the Sales Team, interacting with BOT, RST, Compliance and Operations.
  • Prepare new account documentation for bank and investment accounts ensuring accuracy and completeness, including KYC and account monitoring.
  • Opens new accounts, CD’s, loans, cross-sells bank services, credit cards, check orders, etc.
  • Coordinate KYC/AML processes and procedures for client portfolio exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private Banking Officer and/or Country Manager.
  • Adhere to Bank’s Anti Money Laundering Procedures stipulated and required by the BSA department.
  • Ensure a high level of customer satisfaction while adhering to Bradesco Bank’s and Bradesco Investments’ policies, procedures, auditing, and regulatory requirements.
  • Provide Client Services on several fronts, including and not limited to processing check deposits, research returned mail (statements, advices, etc.), process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
  • Interact with clients via telephone, email and/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.
  • Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
  • Solicit customers’ feedback and identify problem trends for improvement actions.


Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactory. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Education and Experience: AA Degree in Business, Finance, Accounting, related field OR any combination of education, training, and experience that will provide the required knowledge skills, and abilities.


Language Skills: Excellent Written/Verbal skills in English and Portuguese.


Computer Skills: To perform the job successfully, an individual should have knowledge of Database software, internet software, and excellent knowledge of Microsoft Office.


Equal Opportunity/Affirmative Action Employer, M/F/V/D


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