JOB TITLE: Client Service Assistant
JOB LOCATION: Miami, FL
WAGE RANGE*: 35 - 40 / hour
JOB NUMBER:SANJP00005617
REQUIRED EXPERIENCE:
Must-Have Requirements:
- 3-5 years of experience
- Excellent time management skills and ability to multi-task and prioritize work
- Organizational and planning skills in a fast-paced environment
- Excellent written and verbal communication skills
- Attention to detail and problem-solving skills
- Bachelor's degree required or equivalent experience
- Bilingual in English, Portugues and Spanish
Nice-to-Haves:
- Knowledge of financial analysis
JOB DESCRIPTION
The Client Service Assistant supports the Client Service team in delivering high-quality service to clients in a well-organized and timely manner. This role focuses on administrative, operational, and coordination tasks, ensuring smooth day-to-day client interactions and internal processes. The Assistant acts as a key point of contact for routine client inquiries, supports onboarding and account maintenance processes, and helps manage communications between clients and internal teams.
Position Duties/Responsibilities:
- Client & Operational Support
- Provide day-to-day administrative support to the Account Manager in servicing existing and potential clients.
- Respond to client inquiries, redirect requests when necessary, and ensure timely follow-up.
- Coordinate with internal teams to help resolve client issues efficiently.
- Assist in proactive client outreach for follow-ups, documentation, or pending requests.
- Support account opening, updates, and closing processes, ensuring documentation is complete and properly recorded in internal systems.
- Support the team in tracking and resolving incidents or pending items identified by Back Office.
Process Support:
- Develop a basic understanding of investment products and services to effectively support client inquiries.
- Assist in preparing documentation and materials related to investment and credit products.
- Support the team in the commercialization and administrative processing of products and services.
- Provide operational support in client transactions and internal workflows.
- Maintain accurate records and ensure compliance with internal procedures and policies.
- Monitor reports (e.g., account movements) and escalate any irregularities (such as overdrafts) to the appropriate team.
Duration:
- Possibility of extensions and/or FTE conversion
Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities
* While an hourly range is posted for this position, an eventual hourly rate is determined by a comprehensive salary analysis which considers multiple factors including but not limited to: job-related knowledge, skills and qualifications, education and experience as compared to others in the organization doing substantially similar work, if applicable, and market and business considerations. Benefits offered include medical, dental and vision benefits; dependent care flexible spending account; 401(k) plan; voluntary life/short term disability/whole life/term life/accident and critical illness coverage; employee assistance program; sick leave in accordance with regulation. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. Benefits offered are in accordance with applicable federal, state, and local laws and subject to change at TCM's discretion.
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