Julia Cioffi Santos
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Julia Cioffi Santos Email & Phone Number

CLIENT SERVICE ANALYST IN PRIVATE WEALTH MANAGEMENT at EFG Capital International Corp.
Location: Miami Beach, Florida, United States 4 work roles 1 school
1 work email found @bacflorida.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@bacflorida.com
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Current company
EFG Capital International Corp.
Role
CLIENT SERVICE ANALYST IN PRIVATE WEALTH MANAGEMENT
Location
Miami Beach, Florida, United States
Company size
141 employees

Who is Julia Cioffi Santos? Overview

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Quick answer

Julia Cioffi Santos is listed as CLIENT SERVICE ANALYST IN PRIVATE WEALTH MANAGEMENT at EFG Capital International Corp., a with 141 employees, based in Miami Beach, Florida, United States. AeroLeads shows a work email signal at bacflorida.com and a matched LinkedIn profile for Julia Cioffi Santos.

Julia Cioffi Santos previously worked as Client Service Assistant at Efg Capital International Corp. and Client Service Analyst at Bradesco Bac Florida Bank. Julia Cioffi Santos holds Master'S Degree, Psychology from Unesp - Universidade Estadual Paulista "Júlio De Mesquita Filho".

Company email context

Email format at EFG Capital International Corp.

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*@bacflorida.com
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AeroLeads found 1 current-domain work email signal for Julia Cioffi Santos. Compare company email patterns before reaching out.

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Profile bio

About Julia Cioffi Santos

Establishes and maintains robust professional relationships while aiding Financial Advisors and Bankers with management of 200+ banking, credit, and investment accounts with assets worth $1M. •

Listed skills include Strategic Planning, Recruiting, Training, Negotiation, and 3 others.

Current workplace

Julia Cioffi Santos's current company

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EFG Capital International Corp.
Efg Capital International Corp.
CLIENT SERVICE ANALYST IN PRIVATE WEALTH MANAGEMENT
miami, florida, united states
Website
efgcapital.com
Employees
141
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4 roles

Julia Cioffi Santos work experience

A career timeline built from the work history available for this profile.

Client Service Analyst

Bradesco Bac Florida Bank

Miami, Florida, United States

• Manages customers onboarding procedures and provides KYC updates while guaranteeing compliance with all regulatory requirements• Provides to the Financial Advisor (FA) a level of services on the products offered by the Bank and Broker-Dealer• Supports the FA in performing on-going basis customer due diligence, collecting, and obtaining the necessary information and documents to establish and maintain business relationship and carry out transactions• Supervises and ensures day-to-day bank account and investment services activities• Supports clients in providing them with documents and information regarding the business relationship, particularly concerning bank accounts, payment services, and investments services

Sep 2021 - Jun 2022

Customer Service Associate

Citi

Miami, Florida, United States

• Daily execution of the clients banking instructions, ensuring the execution is properly done according to legal and compliance requirements• Supervision and follow up of credit authorizations• Monitor loan and securities maturities• Review and verification of new accounts documentation and follow up of the existing client documentation ensuring that they are up-to-date and accurate• Preparation of the client profile and related documentation

May 2021 - Aug 2021

Relationship Manager Assistant

Indosuez Wealth Management

Miami, Florida, United States

• Support the Senior Relationship Manager/Team Leader preparing client’s profile and related documentation• Oversee credit line requests, credit renewals, and remittance transfer processing• Identification of available fees to guarantee client satisfaction• Monitor loan and securities maturities• Review and verify client’s documentation in new accounts compliance• Formulate monthly summaries to evaluate customer participation levels and pinpoint objectives for future engagements

May 2019 - Apr 2021
Team & coworkers

Colleagues at EFG Capital International Corp.

Other employees you can reach at efgcapital.com. View company contacts for 141 employees →

DF Diego Fierro Diego Fierro Colleague at Efg Capital International Corp.Miami, Florida, United States View → DR Diana Rivera Diana Rivera Colleague at Efg Capital International Corp.Miami, Florida, United States View → RS Rebecca Sequeira Rebecca Sequeira Colleague at Efg Capital International Corp.Miami, Florida, United States View → WJ Wesley Johnson Wesley Johnson Colleague at Efg Capital International Corp.Greater Vancouver Metropolitan Area, Canada View → TG Tiffany Garcia Tiffany Garcia Colleague at Efg Capital International Corp.Miami, Florida, United States View → MB Michelle Bancharan Michelle Bancharan Colleague at Efg Capital International Corp.Miami, Florida, United States View → CL Carolann Loo Carolann Loo Colleague at Efg Capital International Corp.Hollywood, Florida, United States View → TT Test Testing Test Testing Colleague at Efg Capital International Corp.Miami, Florida, United States View → ML Maria Luisa De Jesus-Hoover Maria Luisa De Jesus-Hoover Colleague at Efg Capital International Corp.Miami, Florida, United States View → MM Maria Marrero Maria Marrero Colleague at Efg Capital International Corp.Miami, Florida, United States View →
1 education record

Julia Cioffi Santos education

FAQ

Frequently asked questions about Julia Cioffi Santos

Quick answers generated from the profile data available on this page.

What company does Julia Cioffi Santos work for?

Julia Cioffi Santos works for EFG Capital International Corp..

What is Julia Cioffi Santos's role at EFG Capital International Corp.?

Julia Cioffi Santos is listed as CLIENT SERVICE ANALYST IN PRIVATE WEALTH MANAGEMENT at EFG Capital International Corp..

What is Julia Cioffi Santos's email address?

AeroLeads has found 1 work email signal at @bacflorida.com for Julia Cioffi Santos at EFG Capital International Corp..

Where is Julia Cioffi Santos based?

Julia Cioffi Santos is based in Miami Beach, Florida, United States while working with EFG Capital International Corp..

What companies has Julia Cioffi Santos worked for?

Julia Cioffi Santos has worked for Efg Capital International Corp., Bradesco Bac Florida Bank, Citi, and Indosuez Wealth Management.

Who are Julia Cioffi Santos's colleagues at EFG Capital International Corp.?

Julia Cioffi Santos's colleagues at EFG Capital International Corp. include Diego Fierro, Diana Rivera, Rebecca Sequeira, Wesley Johnson, and Tiffany Garcia.

How can I contact Julia Cioffi Santos?

You can use AeroLeads to view verified contact signals for Julia Cioffi Santos at EFG Capital International Corp., including work email, phone, and LinkedIn data when available.

What schools did Julia Cioffi Santos attend?

Julia Cioffi Santos holds Master'S Degree, Psychology from Unesp - Universidade Estadual Paulista "Júlio De Mesquita Filho".

What skills is Julia Cioffi Santos known for?

Julia Cioffi Santos is listed with skills including Strategic Planning, Recruiting, Training, Negotiation, Leadership, Management, and Organized.

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