Client Service Officer (Associate)– LATAM Institutional Client Coverage

Deutsche Bank•Miami, FL

1d•$75,000 - $119,500•Hybrid

About The Position

The Client Service Officer (Associate) is based in Miami and supports Institutional Cash Management clients across Latin America, particularly clients with significant Trade Finance and Financial Institutions (TFFI) needs. The role delivers proactive, reliable, high-quality service for day-to-day inquiries, transaction support, investigations, issue resolution, and coordination across cash and trade-related services. As part of the global Institutional Client Group Client Service organisation, the role collaborates with Service, TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions. The successful candidate brings a client-service mindset and transaction-banking knowledge, including practical familiarity with trade products and processes, to coordinate solutions and ensure controlled, timely, client-centric delivery. The position follows the Bank’s hybrid working model, with an expectation to work in the Miami office.

Requirements

Experience in institutional client service, transaction banking, TFFI, trade finance, or related operations; ideally supporting clients in Latin America.
Sound knowledge of trade products and processes, such as letters of credit, guarantees, documentary collections, trade-related documentation, transaction investigations, and exception handling.
Practical experience using AI tools in a professional environment and understanding of responsible use, data confidentiality, and relevant control requirements.
Fluent English.
Professional proficiency in Spanish and Portuguese.
Strong client focus, communication skills, and ownership mindset.
Ability to work independently under tight deadlines while maintaining control, accuracy, and service quality.

Nice To Haves

Experience supporting institutional clients in Latin America.
Broader cash-management knowledge.
Ability to work constructively with TFFI and Cash and Trade Operations teams, translating client issues into clear actions and ensuring disciplined follow-through.

Responsibilities

Act as the day-to-day service contact for Institutional Client Group clients across Latin America, providing proactive, consistent, high-quality support in English and Spanish or Portuguese.
Support client inquiries and service requirements across transaction-banking products, especially trade finance and TFFI-related products, transactions, documentation, investigations, and exceptions.
Work with TFFI, Cash and Trade Operations teams to resolve transaction issues, coordinate investigations, and communicate clearly and promptly with clients.
Support client setup, maintenance, and service readiness across relevant products and channels, including the transition from implementation to after-sales service.
Coordinate with Product, Sales, Implementation, AFC, Operations, and other control functions to address client needs and follow internal policies and governance standards.
Use Client Service tracking systems to document client activity, monitor inquiries, identify recurring themes, and support management reporting.
Use approved AI-enabled tools responsibly for service-related work while complying with data-protection, confidentiality, and control requirements.
Follow up on complaints, service issues, and operational escalations, driving ownership, timely resolution, and continuous improvement of the client experience.

Benefits

Hybrid working model with in-office and work-from-home flexibility.
Generous vacation, personal, and volunteer days.
Employee Resource Groups that support an inclusive workplace and promote community engagement.
Competitive compensation packages.
Health and wellbeing benefits.
Retirement savings plans.
Parental leave.
Family building benefits.
Educational resources.
Matching gift programs.
Volunteer programs.
Physical, emotional, and financial wellness benefits.