Client Service Representative

7 days ago


Aventura, Florida, United States Safra National Bank Full time
Job Title: Client Service Representative

At Safra National Bank, we are seeking a highly skilled and motivated Client Service Representative to join our team in Palm Beach, Florida.

Company Overview

Safra National Bank of New York is a leading private bank with a strong presence in the United States and internationally. With a dedicated team of relationship managers serving high net worth clients, we offer a unique opportunity for individuals to grow their careers in a dynamic and supportive environment.

We are headquartered in New York, with a branch in Florida and representative offices in Brazil, Chile, Mexico, and Panama. Our commitment to excellence and customer satisfaction drives our success, and we are looking for talented individuals who share our values.

Salary and Benefits

The estimated annual salary for this position is $65,000-$85,000, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Job Description

This role involves providing exceptional client service and support to high net worth individuals and families. The successful candidate will be responsible for:

  • Collaborating with internal teams to deliver and execute client transactions, ensuring seamless and timely execution.
  • Identifying business opportunities for clients to engage in additional products and services, driving revenue growth and increasing client satisfaction.
  • Maintaining subject matter expertise and advocating for change within the Client Service function to drive continuous improvement.

The ideal candidate will possess strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

Requirements and Qualifications

To be considered for this role, candidates must have a Bachelor's degree from a four-year college or university and FINRA Securities Industry Essentials, Series 7 license. At least two years of related experience in financial markets and/or financial products is also required. Fluency in Spanish is essential, as is experience working with high net worth Latin American clients.

Candidates should also be able to discuss legal matters pertaining to investment structures and follow up with lawyers as necessary. Strong analytical skills, with the ability to read and interpret financial reports and documents, are also required.

Why Join Us?

Safra National Bank offers a dynamic and supportive work environment, with opportunities for career growth and professional development. We value diversity and inclusion, and strive to create a workplace where everyone feels valued and respected.

If you are a motivated and driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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