Client services support (LatAm/US Offshore) (Hiring Immediately)

Overview Join our Client Services Support team (LatAm/US Offshore) based in Brickell, Miami. The role focuses on providing support and project work across client account management, event coordination, and capital flow reporting. Responsibilities Support team members in client account management tasks Summarize client activity and upload information into Salesforce CRM Monitor, track, and report capital inflows Assist with event coordination including booth setup, mailing materials, and promotional items Prepare for client meetings (assemble meeting materials, support PowerPoint presentations) Organize roadshows, client events, conferences, and travel across multiple calendars Complete numerous ad‑hoc projects and requests with strong initiative and follow‑up Handle multiple priorities simultaneously while meeting appropriate timelines Qualifications 0–3 years of relevant experience Professional fluency in English and Spanish is required Ability to be present at the Brickell, Miami ...