Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base.
Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist and operations areas in a timely and professional manner.
Actively contribute to the team, assisting with the execution, completion of operational, regulatory compliance, and business process control reviews.
Support the execution of client transactions including but not limited to, trades, transfer, wire transfer, credit, and investment.
Series 7 License
Bachelor's degree required
5 years of industry related experience
Exceptional follow-up and follow-through skills
Excellent interpersonal skills
Self-starter, extremely organized and detail oriented with a strong commitment to accuracy
Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
...Overview Complete Design, Inc. is a full-service architectural, engineering, and land surveying firm based in Wenatchee, Washington. For... ...both form and function to every design. Positio n: Structural Engineer, SE Location : Wenatchee, Washington...
...The Broward County Board of County Commissioners is seeking qualified candidates for the position of Volunteer Intern in the Parks and Recreation Division at the Mooring Field at Loggerhead Park for the Summer Term 2026.The Loggerhead Park Mooring Field opened on...
...Specialist Endorsement; 2. Demonstrated comprehensive knowledge in the field of speech-language pathology; 3. Ability to effectively apply the principles of assessment, treatment and prevention of speech, language and hearing disorders; 4. Strong interpersonal and...
...(ACAGJ) FLSA Status: Exempt Reports to: Dean of Grammar School Work Hours/Days: Monday through Friday; typical school day... ...the policies, mission, and vision of Ascent Classical Academy Charter Schools, Inc. Conviction in the values of a rigorous liberal...
...Responsibilities & Qualifications The TekSynap DIA employees will support the agency in the following roles: Network Specialists System Administrators Information Assurance Specialists Information System Security Officers/Engineers/Managers Database Administrators...