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52 минуты назад

Client Relationship Specialist, International Branch

50 900 - 83 900$
Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Client Relationship Specialist, International Branch (Financial Services): Supporting the operational success of international branches and delivering client service with an accent on international client relationships, brokerage account requirements, and bilingual Spanish/English communication. Focus on coordinating client needs, building cross-enterprise relationships, and developing expertise toward Series 7 and 63/66 licensing.

Location: Coral Gables, Florida, United States

Salary: USD $50,900–$83,900 per year, plus bonus or incentive opportunities

Company

hirify.global provides financial services and wealth management solutions.

What you will do

  • Support the operational success of international branches under the guidance of a Branch Manager.
  • Deliver a high-quality client experience for international clients.
  • Handle client needs with tact and diplomacy across multiple tasks and responsibilities.
  • Build and maintain effective cross-enterprise working relationships.
  • Develop financial services expertise and pursue Series 7 and 63/66 licensing with company support.

Requirements

  • At least 2 years of client or customer service experience.
  • At least 2 years of experience working with international clients.
  • Bilingual Spanish/English communication skills required.
  • Strong written and oral communication skills, with the ability to work independently and collaboratively.
  • Basic understanding of brokerage regulations and rules governing client accounts.

Nice to have

  • Familiarity with international jurisdictions, Cross-Border Initiatives, or non-US entity accounts, including offshore corporations.
  • Experience in financial services, wealth management, or a related industry.
  • Series 7 and 63/66 licenses.

Culture & Benefits

  • Continuous learning, career development, and tuition reimbursement.
  • 401(k) with company match and an employee stock purchase plan.
  • Health, dental, and vision insurance.
  • Paid vacation, volunteering time, parental leave, and family-building benefits.
  • A 28-day sabbatical after every five years of service for eligible positions.

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