Client Service Associate

4 weeks ago


Miami, Florida, United States Banco de Credito e Inversiones Full time
Job Description

At Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.

Key Responsibilities:
  • Provide administrative and operational support to Bankers/Financial Advisors
  • Assist clients with inquiries and issues related to their investment accounts
  • Process new account openings and maintain existing client information
  • Prepare client correspondence and reports as needed
  • Support customers with inquires on their investment accounts
  • Assist with sales activities utilizing banking, investments and credit products

Requirements:
  • Excellent communication and customer service skills
  • Ability to work independently and in a fast-paced environment
  • Strong interpersonal and team-building skills
  • Ability to understand, speak, read and write English and Spanish
  • Ability to prepare presentations and manage Excel

What We Offer:
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

How to Apply:

Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you



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