Client Services Associate
3 hours ago
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
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
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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