Client Solutions Analyst

This is a fully remote position, open to applicants in Argentina.

📋 Description

• Collaborate closely with the Client Services Manager and lead attorney on all ongoing cases, ensuring alignment on priorities, deadlines, and client communications.

• Act as the main point of contact for high-net-worth investors throughout the U.S. investment visa procedures (E-2, EB-5, L-1).

• Onboard new clients and guide them through each phase of the visa process, ensuring transparency, confidence, and timely advancements.

• Assist the lead attorney by coordinating documentation, preparing case materials, and tracking deadlines and requirements.

• Evaluate and verify visa application materials for completeness and compliance with consulate or USCIS standards.

• Promptly address client inquiries and concerns regarding the visa process, escalating issues to the lead attorney as necessary.

• Organize and facilitate client calls, attorney consultations, and internal team meetings.

• Proactively identify potential issues within client cases and address them in collaboration with the Client Services Manager and lead attorney.

• Keep accurate and current client records in the CRM and internal systems.

⛳️ Requirements

• Over 5 years of experience in investment banking, wealth management, or financial services catering to high-net-worth clients.

• Proven capability to develop and sustain relationships with sophisticated, high-net-worth investors in high-stakes settings.

• Strong understanding of investment structures and financial concepts pertinent to U.S. investor visa requirements (E-2, EB-5, L-1).

• Bilingual: fluent in both English and Spanish (written and spoken).

• Skilled in utilizing AI tools to enhance daily work and streamline workflows.

• Bachelor’s degree or higher in Finance, Business, Economics, or a related discipline.

• Highly organized and detail-oriented, capable of managing multiple client cases concurrently.

• Self-driven and comfortable working autonomously in a fully remote setting.

• Proficient in the Office 365 suite and able to adapt to new CRM platforms utilized in our processes.

• Ability to adhere to and enhance established processes.

• Availability to work Monday to Friday within Eastern Standard Time (EST) ~9hr-17:30hr.

🏝️ Benefits

• Highly competitive salary package in U.S. dollars.

• Quarterly bonus based on target achievements.

• Annual profit-sharing opportunity.

• 15 days of Paid Time Off (PTO) each year.

• Holidays observed between Christmas and New Year.

• Health benefits including health insurance and a gym pass.

• English language lessons provided.

• Work From Home (WFH) allowance setup of $500, with an additional $500 annually for WFH equipment and services.

• Additional offerings include a dynamic work environment, a high degree of autonomy, opportunities for career and skill development, and clear expectations for success.