Itaú USA · 2 months ago
Client Services & Office Associate
New York, New York, United States
Full-time
Onsite
Entry Level
$36/hr - $36/hr
2+ years expItaú USA is seeking a Client Services & Office Associate to welcome and assist clients and visitors while managing office operations. The role involves coordinating meetings, handling office supplies, and supporting executive teams, ensuring a professional and organized environment.
Financial Services
Responsibilities
Welcome and assist clients and visitors at the reception area, ensuring a positive and professional first impression
Manage access control for building entry, including visitor check-in and badge issuance
Answer and direct incoming phone calls and emails related to client and office inquiries
Coordinate and schedule meeting rooms and support meeting setups with necessary equipment and materials
Assist with organizing and supporting client and internal company events, including logistics and guest management
Handle incoming and outgoing mail, packages, and courier services
Monitor and manage office supply inventory, placing orders when stock is low and maintaining accurate records
Maintain cleanliness and organization of reception and common office areas
Provide support activities to the executive support team as necessary
Liaise with building management for routine maintenance, security issues, and facility requests
Keep track of office expenses related to supplies and client services
Help resolve client requests or issues promptly and escalate when necessary
Ensure compliance with office policies, safety regulations, and confidentiality standards
Coordinate transportation and accommodation arrangements for visitor’s/client’s/ executives when required
Maintain records of client visits, service requests, and office incidents
Communicate with vendors, contractors, and stakeholders
Support bank events prepared by HR and Marketing, including contacting vendors, organizing setups, and coordinating logistics
Provide support to the executive support team as needed, including agenda management when necessary
Serve as a backup team member within the department to ensure continuity of operations
Qualification
Required
High school diploma or equivalent required
Minimum of 2 years of experience in office administration, reception, client services, or a similar role
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Ability to work independently and as part of a team
Professional demeanor and customer-focused attitude
Attention to detail and problem-solving skills
Ability to handle confidential information with discretion
Fluency in English is required
Preferred
Associate or bachelor's degree preferred
Experience in a corporate or professional services environment is a plus
Portuguese and/or Spanish fluency is a strong plus
Company
Itaú USA
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mauricio Correa
CTO Itaú USA and Zurich
Fabiana Pascon
CFO
Company data provided by crunchbase