Client Service Officer (Associate)– LATAM Institutional Client Coverage

Deutsche Bank•Miami, FL

2d•$75,000 - $119,500•Hybrid

About The Position

The Client Service Officer (Associate), based in Miami, supports Institutional Cash Management clients across Latin America, particularly those with significant Trade Finance and Financial Institutions needs. The role provides proactive, reliable, and high-quality service to Institutional Client Group clients, covering day-to-day inquiries, transaction support, investigations, issue resolution, and coordination across cash and trade-related services. As part of the global ICT Client Service organisation, the role collaborates with internal teams across Service, TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions. The successful candidate combines a strong client-service mindset with transaction-banking knowledge and practical familiarity with trade products and processes, helping clients navigate service requirements and coordinating controlled, timely, client-centric solutions. The position is based in the Miami, Florida office and follows the Bank’s hybrid working model. The salary range is $75,000–$119,500; actual salary may depend on factors including skills, experience, education, work location, and other qualifications. The posted range excludes incentive compensation and other remuneration.

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, including 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.
Ability to work constructively with TFFI, Cash and Trade Operations teams, translate client issues into clear actions, and ensure disciplined follow-through.
Strong client focus, communication skills, and ownership mindset.
Ability to operate independently under tight deadlines while maintaining control, accuracy, and service quality.

Nice To Haves

Broader cash-management knowledge.

Responsibilities

Serve as the day-to-day service contact for ICT 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, particularly 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, ensuring a smooth transition from implementation to after-sales service.
Coordinate with Product, Sales, Implementation, AFC, Operations, and other control functions to address client needs and comply with 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 research, summarisation, structuring, and improving service-related work, while observing data-protection, confidentiality, and control requirements.
Follow up on complaints, service issues, and operational escalations, establishing clear ownership, timely resolution, and continuous improvement of the client experience.