52 минуты назад
Client Relationship Specialist, International Branch
50 900 - 83 900$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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