# Client Service Officer (Associate) – LATAM Institutional Client Coverage

**Company**: Deutsche Bank
**Location**: Miami, Florida
**Work arrangement**: hybrid
**Job type**: full-time
**Salary**: $75,000 -$119,500
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/FloridaMiami/Client-Service-Officer--Associate---LATAM-Institutional-Client-Coverage_R0456037?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_63bf2363-381

## Description

The Client Service Officer (CSO) based in Miami plays a key role in supporting Institutional Cash Management (ICM) clients across Latin America.

The CSO is responsible for delivering proactive, reliable, and high-quality service to Institutional Client Group (ICT) clients in the region, with a particular focus on clients whose needs include a significant Trade Finance and Financial Institutions (TFFI) component.

**Responsibilities**

- Act as the day-to-day service contact for ICT clients across Latin America, providing proactive, consistent, and high-quality support in English and Spanish or Portuguese

- Support client inquiries and service requirements across transaction-banking products, with particular attention to trade finance and TFFI-related products, transactions, documentation, investigations, and exceptions

- Work closely with TFFI, Cash and Trade Operations teams to resolve transaction issues, coordinate investigations, and provide timely, clear communication to 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 ensure adherence to internal policies and governance standards

- Accurately use Client Service tracking systems to document client activity, monitor inquiries, identify recurring themes, and support management reporting

- Use approved AI-enabled tools responsibly to research, summarise, structure, and improve service-related work, while observing data-protection, confidentiality, and control requirements

- Follow up on complaints, service issues, and operational escalations, driving clear ownership, timely resolution, and continuous improvement of the client experience

**What We Offer You**

- A diverse and inclusive environment that embraces change, innovation, and collaboration

- A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

- Educational resources, matching gift, and volunteer programs

**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; broader cash-management knowledge is an advantage

- Practical experience using AI tools in a professional environment, together with an understanding of responsible use, data confidentiality, and relevant control requirements

- Fluent English is required; Professional proficiency in Spanish and Portuguese is also required to support clients across Latin America effectively

## Skills

### Required
- institutional client service
- transaction banking
- TFFI
- trade finance
- AI tools
- English
- Spanish
- Portuguese

### Nice to have
- cash-management knowledge
- client focus
- communication skills
- ownership mindset

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/FloridaMiami/Client-Service-Officer--Associate---LATAM-Institutional-Client-Coverage_R0456037?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)