Client Services Associate

3 hours ago


Aventura, Florida, United States Safra National Bank Full time
Job Title: Client Services Associate

Safra National Bank is seeking a highly skilled Client Services Associate to join our team.

About the Role:

The Client Services Associate will be responsible for providing exceptional client service and support to our high net worth clients. This includes:

  • Providing timely and accurate responses to client inquiries and requests
  • Collaborating with internal teams to deliver and execute client transactions
  • Identifying and pursuing business opportunities for clients to engage in additional products and services
Requirements:

To be successful in this role, you will need:

  • A Bachelor's degree from a four-year college or university
  • FINRA Securities Industry Essentials and Series 7 licenses
  • At least 2 years of experience in financial markets and/or financial products
  • Fluency in Spanish
  • Experience working with high net worth Latin American clients
About Safra National Bank:

Safra National Bank is a leading private bank with a dedicated team of relationship managers serving sophisticated U.S. and international high net worth clients. We are committed to providing exceptional service and support to our clients and are seeking a talented individual to join our team.



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