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Client Service Associate

2 months ago

North Miami Beach, Florida, United States Safra National Bank Full time

About Safra National Bank

Safra National Bank is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

Job Summary

We are seeking a Private Banking Assistant to interface with clients and other departments of the bank.

Key Responsibilities

  • Client Service: Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests.
  • Collaboration: Effectively collaborate with respective client facing teams and internal business groups to deliver and execute client transactions.
  • Business Development: Proactively review and identify potential business opportunities for clients to engage in additional products and services.
  • Subject Matter Expert: Strategically impact the Client Service function and team as subject matter expert and advocate for change.

Requirements

  • Education: Bachelors degree (B.A.) from four-year College or university.
  • License: FINRA Securities Industry Essentials, Series 7 license required for the position; unlicensed candidates are considered, but required to obtain licenses within 90 days of start date.
  • Experience: 2+ years of related experience in financial markets and/or financial products or related.
  • Language: Fluency in Spanish is required.
  • Skills: Ability to discuss legal matters pertaining to the structure of investments and follow up with lawyers to obtain documents as necessary. Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from clients. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.