About this role
Investor Relations, LATAM- Associate at iCapital. Location: Miami, Florida, United States. Role: managing inquiries, troubleshooting issues, training clients Requirements: Bachelor's degree and 3+ years in financial services (client service/investor relations preferred). Fluent Spanish required; experience with HNW clients/advisors, Microsoft Office proficiency, strong communication, organization, and multitasking skills. Category: Customer Service Seniority: Mid Level Tools: Microsoft Word, Microsoft PowerPoint, Microsoft Excel Commitment: Full Time Workplace: Hybrid Languages: Spanish, English