-Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.
-Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.
-Actively contribute to the team, assisting with the execution, completion of operational, regulatory compliance, and business process control reviews.
-Support the execution of client transactions including but not limited to, trades, transfer, wire transfer, credit, and investment.
Qualifications
-Fluency in Spanish is required
-Series 7 License
-Bachelor’s degree required
-5 years of industry related experience
-Exceptional follow-up and follow-through skills
-Excellent interpersonal skills
-Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
-Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures