Client services support (LatAm/US Offshore)

Bank Vontobel • Miami, FL

3d • Onsite

About The Position

Are you ready to take on a dynamic role in Client Services Support (LatAm/US Offshore)? Join our team and contribute to client account management, event coordination, and project execution in a fast-paced, collaborative environment. Based in our Brickell, Miami office, you'll leverage your bilingual fluency in English and Spanish, proficiency in Microsoft Suite, and strong organizational skills to support multiple priorities. With 0-3 years of experience, this role offers the opportunity to build relationships, manage key tasks, and deliver exceptional service while working with a dedicated team. In the capacity as Client Services Support, the role will focus on the provision of support and project work as assigned. Ability to support multiple individuals simultaneously manage priorities, and deliver with appropriate timelines Support team members in their tasks related to client account management Summarize client activity and upload information into Salesforce CRM Monitor, track, and report capital inflows Assist with coordinating events including setup of booths and mailing materials and promotional items Ensure preparedness for client meetings (e.g. assemble meeting materials, assist with PowerPoint presentations) Organize roadshows, client events, conferences, and travel abroad in multiple calendars Numerous ad hoc projects and requests Have strong initiative and follow-up with focus on details The Client Services Support must have professional qualifications and be dedicated, extremely flexible, and resilient. Candidate must be very independent and work in a well-structured way, completing the tasks in a professional fashion. The candidate must be a very committed, loyal, and trustworthy individual with solid interpersonal skills while possessing a team-orientation and contributing to maintaining a pleasant working environment. At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel? Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner. At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination. If you have any questions you can contact us through our contact form .

Requirements

• 0-3 years of experience
• Professional fluency in English and Spanish is required
• Ability to be present for work in Brickell, Miami office
• Proficient with Microsoft Suite (Outlook, Word, Excel, PowerPoint) and with digital communication tools (Microsoft Teams, etc.).
• Ability to work effectively under pressure to meet deadlines while maintaining a positive attitude, a high level of productivity.
• Demonstrates ability to prioritize, pro-actively work independently and collaboratively with other employees, across organizational levels, functions and supports business needs across different time.
• Exceptional interpersonal skills

Responsibilities

• Support multiple individuals simultaneously manage priorities, and deliver with appropriate timelines
• Support team members in their tasks related to client account management
• Summarize client activity and upload information into Salesforce CRM
• Monitor, track, and report capital inflows
• Assist with coordinating events including setup of booths and mailing materials and promotional items
• Ensure preparedness for client meetings (e.g. assemble meeting materials, assist with PowerPoint presentations)
• Organize roadshows, client events, conferences, and travel abroad in multiple calendars
• Numerous ad hoc projects and requests
• Have strong initiative and follow-up with focus on details

Benefits

• Competitive salary depending on experience. ($55k - $75k)
• Experienced, diverse team in an international environment.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Collaborative spirit with opportunities to learn and thrive.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed