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Client Services Associate

2 months 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.

Job Summary:

The Client Services Associate will be responsible for providing exceptional client service and support to our high net worth clients. This includes interfacing with clients, other departments, and internal business groups to deliver and execute client transactions.

Key Responsibilities:
  • Provide exceptional client service and support to high net worth clients.
  • Interface with clients, other departments, and internal business groups to deliver and execute client transactions.
  • Proactively review and identify potential business opportunities for clients to engage in additional products and services.
  • Strategically impact the Client Service function and team as subject matter expert and advocate for change.
Requirements:
  • Bachelor's degree (B.A.) from a four-year college or university.
  • 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.
  • 2+ years of related experience in financial markets and/or financial products or related.
  • Fluency in Spanish is required.
  • Experience in a client-facing role working with high net worth Latin American clients.
  • 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.
About Safra National Bank:

Safra National Bank of New York is a nationally chartered U.S. bank supervised by the Office of the Comptroller of the Currency and member of the Federal Deposit Insurance Corporation (FDIC). We are a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

We are an Equal Employment Opportunity employer and welcome applications from diverse candidates.