Bi-lingual Client Service Officer

Publix Serving (Civica)

Miami, Florida, United States
Base: $81,600.00 - $122,400.00; bonus/equity: not ...
On-site
Bilingual english/spanish communication
Banking, lending, and investment products knowledge
High-touch client service delivery
The Bi-lingual Client Service Officer position at Publix Serving (Civica) in Miami, Florida, seeks an experienced professional fluent in English and Spanish to manage client relationships for high-net-worth clients. The role requires strong communication, organizational skills, and a solid understanding of banking and investment products

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: 85

The Bi-lingual Client Service Officer position at Publix Serving (Civica) in Miami, Florida, seeks an experienced professional fluent in English and Spanish to manage client relationships for high-net-worth clients. The role requires strong communication, organizational skills, and a solid understanding of banking and investment products.

Salary

Base: $81,600.00 - $122,400.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Bilingual English/Spanish communication
  • Banking, lending, and investment products knowledge
  • High-touch client service delivery
  • Transaction management and risk evaluation
  • Client outreach and relationship building

Nice-to-have

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

Key Requirements

  • 5 to 8 years of relevant experience
  • Bilingual English/Spanish
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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