Bi-lingual Client Service Officer

Citi Handlowy

Miami, Florida, United States
Base: $81,600.00 - $122,400.00; bonus/equity: disc...
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Bilingual english/spanish communication
Banking, lending, and investments knowledge
High-touch client service delivery
** Citi Handlowy is seeking a Bi-lingual Client Service Officer in Miami, Florida, to provide high-level client support for Ultra High Net Worth Individuals and Law Firms. The role requires proficiency in English and Spanish, with a focus on banking and investment services, client relationship management, and operational excellence. **

Job Summary

  • Serve as the primary client contact post onboarding to ensure requests are acknowledged and completed timely and effectively to drive client satisfaction and build client relationships.
  • Accountability for servicing book of assigned high net worth clients by delivering high-touch and value added service by assessing each request, understanding urgency and risks and prioritizing appropriately.
  • Manage and execute high value client transactions with respect to business and individual banking, credit and investment products.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Bi-lingual Client Service Officer in Miami, Florida, to provide high-level client support for Ultra High Net Worth Individuals and Law Firms. The role requires proficiency in English and Spanish, with a focus on banking and investment services, client relationship management, and operational excellence. **

Salary

Base: $81,600.00 - $122,400.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Bilingual English/Spanish communication
  • Banking, lending, and investments knowledge
  • High-touch client service delivery
  • Transaction processing and risk mitigation
  • Client relationship management

Nice-to-have

  • Portuguese language proficiency
  • Process improvement contribution
  • Diplomacy and influence skills

Key Requirements

  • 5 to 8 years of relevant experience
  • Bilingual English/Spanish written and verbal communication skills
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter