About the Role:

• We are seeking a dedicated, detail-oriented Client Services Associate to join our Client Servicing team.
• This individual will be the first point of contact for high-revenue clients based in the LATAM region, primarily Brazil.
• The role focuses on managing client interactions via email and phone, with an emphasis on treasury, cash management, card, and depository products. You will also collaborate with cross-functional internal teams to ensure timely and accurate resolution of client inquiries.

Pay Range: $20 - $22 an hr.

Key Responsibilities:

• Act as the primary point of contact for client inquiries from the LATAM (Brazil) region.

• Manage day-to-day client communication via phone and email.

• Handle and resolve requests related to treasury, cash management, card, and depository products.

• Analyze client queries to determine appropriate solutions and responses.

• Coordinate with internal business units and stakeholders to resolve client issues.

• Provide technical support and ensure high-quality service delivery.

• Maintain accurate and timely records of client interactions.

Education:

• High school diploma or equivalent required.

• Bachelor's degree in Finance, Business, or a related field preferred.

Required Skill & Competencies:

• Fluent in Portuguese and English; Spanish is a plus.

• Strong written and verbal communication skills.

• Excellent problem-solving and critical-thinking abilities.

• High attention to detail and accuracy.

• Strong organizational and multitasking capabilities.

• Proven ability to work independently and in a team environment.

• Customer-centric mindset with strong interpersonal skills.

Preferred Experience:

• 1–2 years of experience in the banking or financial services industry.

• 1+ years of client servicing or customer support experience.

• Experience handling LATAM region clients is highly desirable.

Why Join Us:

• Opportunity to work with high-profile international clients.

• A collaborative, inclusive work culture that supports career development.

• Exposure to cross-functional teams and global business operations.