Client Service Officer (Associate)– LATAM Institutional Client Coverage

Job Description: Job Title Client Service Officer (Associate) – LATAM Institutional Client Coverage Corporate Title Associate Location Miami, Florida

Overview 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. The role covers day-to-day client inquiries, transaction support, investigations, issue resolution, and coordination across cash and trade-related services. The role forms part of the global ICT Client Service organisation and collaborates closely with internal stakeholders across Service, TFFI, Cash and Trade Operations, Product, Sales, Implementation, and control functions. The successful candidate will combine a strong client-service mindset with sound transaction-banking knowledge, including practical familiarity with trade products and processes. The CSO will help clients navigate service requirements, coordinate solutions across teams, and ensure controlled, timely, and client-centric delivery.

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

What You’ll Do

• 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

Skills You’ll Need

• 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 That Will Help You Excel

• Ability to work closely and constructively with TFFI, Cash and Trade Operations teams, translating client issues into clear actions and ensuring disciplined follow-through
• Strong client focus, communication skills, ownership mindset, and the ability to operate independently under tight deadlines while maintaining control, accuracy, and service quality

Expectations

It is the Bank’s expectation that employees hired into this role will work in the Miami, FL office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in Miami, FL is $75,000 -$119,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice, please email [email protected].

#LI-HYBRID

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.