Analista de Negócios SR in the Sicredi’s PJ and AGRO Relationship team. Focused on onboarding efficience and associative experience enhancement.
About the role
- Provide client support on most functional and data related matters
- Triage production support requests for pushing to the correct teams and action
- Provide subject matter expertise and support to the team on production client support
- Communicate with clients on their questions and issues
- Ability to be an escalation level for clients
- Oversee daily reconciliation process
- Participate in the software delivery process to d1g1t clients including testing, documenting system usage and operational processes and training users
- Help build the best possible experience for our clients
- In collaboration with the team, understand client current and future requirements
- Maintain knowledge base & internal documentation that would enable effective client support & improve client experience
- Act as a strategic partner to product teams
- Identify product requirements that would drive operational efficiencies
Requirements
- Undergraduate degree with a quantitative or business focus
- 2 - 5 years of relevant experience
- Previous client support experience required including experience answering and guiding client questions and concerns
- A strong preference for experience in financial services or investment management
- Ability to guide and support team members as needed
- Strong initiative and proactive problem solver
- Exceptional attention to detail and strong analytical skills are a must
- Strong communication and active listening skills
- Passionate about client success and supporting clients
- Strong interest in finance and wealth management space with the desire to learn
- An entrepreneurial and resourceful mindset with an ability and desire to make a difference
Benefits
- Competitive compensation package with bonus and comprehensive healthcare benefits
- Employee and Family Assistance Program
- Fitness and Wellness Credit
- Continuing Education Allowance
- Flexible hours and hybrid-work policy (2 days a week in the office)
- Ability to work abroad for up to 2 months in a year (some conditions apply)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
DA
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