Client Services WM Assistant at BTG Pactual LA

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jul, 26

Salary

0.0

Posted On

17 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial analysis, Portfolio construction, Asset allocation, Trade execution, Client relationship management, Broker-dealer operations, Regulatory compliance, Pershing NetX360, Liquidity planning, Offshore investment structures, Money movements, Market research, Portuguese fluency, Multitasking, Attention to detail

Industry

Financial Services

Description

About the Company: BTG Pactual is a distinguished international financial services firm headquartered in Brazil, boasting a global presence and over 25 years of experience in the industry. To learn more about our company, visit www.btgpactual.com. We are currently seeking a talented Client Services WM Assistant to join our team based in Miami, FL. Key Responsibilities Support Relationship Managers with administrative tasks, client analysis, and day-to-day account management. Coordinate with internal teams (Onboarding, Middle Office, Back Office, Legal, Compliance, Asset Managers) to ensure efficient operations and an enhanced client experience. Manage and process client instructions, including wires, ACH, journals, DTC transfers, ACAT and non-ACAT transfers, ensuring full compliance with firm policies. Execute trade orders (equities, fixed income, options, FX) with the trading desk as well as processing trades with internal systems. Serve as a primary point of contact for internal and external communication, delivering high-quality client service and fostering long-term relationships. Assist clients in achieving their financial and investment objectives, including portfolio construction, asset allocation, and liquidity planning. Generate investment ideas and collaborate with investment teams to deliver tailored solutions aligned with client needs and risk profiles. Monitor macroeconomic, industry, and market developments to support investment recommendations. Conduct periodic portfolio reviews, ensuring suitability and updating client profiles (e.g., financial situation, risk tolerance, source of wealth). Support the structuring and maintenance of offshore investment vehicles for international clients. Identify and develop new business opportunities, including prospecting and client acquisition. Maintain a high standard of accuracy, organization, and attention to detail in all tasks. Contribute to a culture of continuous improvement, feedback, and mentorship of junior team members. Requirements Bachelor’s degree in Finance, Economics, Business Administration, Engineering, or a related field. Minimum of 2 years of experience in the financial services industry. Strong knowledge of financial markets, portfolio construction, and asset allocation. Familiarity with U.S. broker-dealer account opening processes and regulatory requirements. Experience with offshore structures and investment vehicles for non-U.S. clients. Proficiency in Pershing NetX360. Understanding of trade execution processes across multiple asset classes (equities, fixed income, funds, FX). Strong operational knowledge of money movements (wires, ACH, DTC, ACAT transfers). Excellent communication and client service skills, with the ability to manage internal and external stakeholders. Ability to multitask, prioritize, and work in a fast-paced environment with attention to detail. Regulatory licenses: SIE and Series 7 required; Series 66 to be obtained within 90 days of hire. Fluency in Portuguese (required); Spanish is a plus. By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.

Responsibilities

The Client Services WM Assistant supports Relationship Managers with administrative tasks, client analysis, and day-to-day account management. They also coordinate with internal teams to process client instructions, execute trade orders, and ensure compliance with firm policies.