Bi-lingual Client Service Officer

Publix Serving (Civica)

Miami, Florida, United States
Base: $81,600.00 - $122,400.00; bonus/equity: disc...
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Bilingual english/spanish
High net worth client service
Banking, lending, investment products
** The Bi-lingual Client Service Officer position at Publix Serving (Civica) in Miami seeks a professional with strong communication skills and experience in banking and client services. The ideal candidate will support high net worth clients, ensuring timely and effective service delivery while managing complex financial transactions. **

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.
  • Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.

Matching Summary

Match Score: 75

** The Bi-lingual Client Service Officer position at Publix Serving (Civica) in Miami seeks a professional with strong communication skills and experience in banking and client services. The ideal candidate will support high net worth clients, ensuring timely and effective service delivery while managing complex financial transactions. **

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; and wellness programs.

Skills & Requirements

Must-have

  • Bilingual English/Spanish
  • High Net Worth Client Service
  • Banking, Lending, Investment Products
  • Transaction Processing
  • Risk Mitigation

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter