Client Onboarding Specialist
4 days ago
Job Summary: We are seeking a highly skilled professional to assist with client onboarding, front office support, and account services for Brazil sales teams. The ideal candidate will have excellent written and verbal skills in English and Portuguese, as well as strong knowledge of database software, internet software, and Microsoft Office.
Key Responsibilities:
- Assist in the onboarding of new clients, collecting documentation, and supporting the Sales Team.
- Prepare new account documentation for bank and investment accounts, ensuring accuracy and completeness.
- Opens new accounts, CD's, loans, and cross-sells bank services, credit cards, check orders, etc.
- Coordinate KYC/AML processes and procedures for client portfolio, exercising judgment regarding proper handling of customer requests.
- Adhere to Bradesco Bank's and Bradesco Investments' policies, procedures, auditing, and regulatory requirements.
- Provide Client Services on several fronts, including processing check deposits, research returned mail, and process stop payments.
- Interact with clients via telephone, email, and/or personal to research and resolve account inquiries.
- Handle customer inquiries, exercise initiative in researching, analyzing, and resolving problems.
Qualifications: To perform this job successfully, an individual must have a high school diploma or AA degree in Business, Finance, Accounting, or a related field, or any combination of education, training, and experience that will provide the required knowledge, skills, and abilities.
Language Skills: Excellent written and verbal skills in English and Portuguese.
Computer Skills: Strong knowledge of database software, internet software, and Microsoft Office.
Equal Opportunity/Affirmative Action Employer, M/F/V/D
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