Job Title: Financial Services Liaison
Role Overview:
This is an exceptional opportunity to join a leading fintech company as a Financial Services Liaison. The role involves serving as the primary point of contact for clients, providing expert guidance on platform navigation, account management, and regulatory requirements.
Key Responsibilities:
* Respond to client inquiries related to trading platforms, account setup, deposits/withdrawals, and general operations
* Guide clients through onboarding and KYC/account verification processes
* Identify and resolve client issues efficiently to ensure satisfaction and retention
* Maintain accurate records of all client interactions for regulatory and compliance purposes
* Escalate technical issues and complex queries to relevant internal departments
* Proactively flag and manage potential fraudulent activities or security concerns
* Collaborate closely with Compliance and Risk teams on client-related matters
* Analyze client feedback and contribute to continuous service improvement
Requirements:
* Bachelor's or Master's degree in Finance, Economics, or a related field
* 2+ years of experience in customer support within financial services; brokerage experience is highly preferred
* Fluent in Portuguese and English, both spoken and written
* Strong communication, problem-solving, and organizational skills
* Detail-oriented, empathetic, and a team player
What We Offer:
* Competitive salary + Quarterly performance-based bonus
* Partial compensation for private health insurance
* International environment with exposure to a fast-growing industry
* Supportive, expert-level team with excellent development opportunities
* Interesting projects and client-facing responsibilities