Fox Human Capital  is assisting a Brazilian bank in the search for a Client Onboarding Analyst, in Miami (FL).

Responsibilities:
:: Assist in the onboarding of new clients, collecting documentation, supporting the Sales Team, interacting with BOT, RST, Compliance and Operations.
::  Prepare new account documentation for bank and investment accounts ensuring accuracy and completeness, including KYC and account monitoring.
::  Opens new accounts, CD’s, loans, cross-sells bank services, credit cards, check orders, etc.
::  Coordinate KYC/AML processes and procedures for client portfolio exercising judgment regarding proper handling of customer requests in the absence of: Relationship Manager, Private Banking Officer and/or Country Manager.
::  Adhere to Bank’s Anti Money Laundering Procedures stipulated and required by the BSA department.
::  Provide Client Services on several fronts, including and not limited to processing check deposits, research returned mail (statements, advices, etc.), process stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through mail, etc.
::  Interact with clients via telephone, email and/or personal to research and resolve account inquiries, return items, etc. and provide appropriate follow through.
::  Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
::  Solicit customers’ feedback and identify problem trends for improvement actions.

If you believe you have the profile for this role or know someone who has, please send the resume to our website!

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Good luck 🙂