Client Service Assistant The Client Service Assistant supports the Client Service team in delivering high-quality service to clients in a well-organized and timely manner. This role focuses on administrative, operational, and coordination tasks, ensuring smooth day-to-day client interactions and internal processes. The Assistant acts as a key point of contact for routine client inquiries, supports onboarding and account maintenance processes, and helps manage communications between clients and internal teams.
Position Duties/Responsibilities
Client & Operational Support:
Provide day-to-day administrative support to the Account Manager in servicing existing and potential clients.
Respond to client inquiries, redirect requests when necessary, and ensure timely follow-up.
Coordinate with internal teams to help resolve client issues efficiently.
Assist in proactive client outreach for follow-ups, documentation, or pending requests.
Support account opening, updates, and closing processes, ensuring documentation is complete and properly recorded in internal systems.
Support the team in tracking and resolving incidents or pending items identified by Back Office.
Process Support:- Develop a basic understanding of investment products and services to effectively support client inquiries.
- Assist in preparing documentation and materials related to investment and credit products.
- Support the team in the commercialization and administrative processing of products and services.
- Provide operational support in client transactions and internal workflows.
- Maintain accurate records and ensure compliance with internal procedures and policies.
- Monitor reports (e.g., account movements) and escalate any irregularities (such as overdrafts) to the appropriate team.
- Must-Have Requirements:3-5 years of experience
- Excellent time management skills and ability to multi-task and prioritize work
- Organizational and planning skills in a fast-paced environment
- Excellent written and verbal communication skills
- Attention to detail and problem-solving skills
- Bachelor's degree required or equivalent experience
- Bilingual in English, Portuguese and Spanish
Nice-to-Haves:
