Descrição da Função

Your new company 

A prestigious company is looking to strengthen its team by hiring an Investor Onboarding Specialist (m/f/d) for its Porto office.

Main Responsibilities:

• Ensure a smooth and effective onboarding experience for clients and investors.
• Maintain active communication with agents and investors to clarify questions and ensure compliance with requirements.
• Coordinate with internal teams to optimize integration processes.
• Prepare, verify, and manage the necessary documentation for client onboarding and compliance.
• Provide continuous client support, ensuring a high level of satisfaction.
• Implement improvements in onboarding processes and client communication.
• Monitor compliance and applicable regulations related to investor onboarding.
• Provide administrative and operational support to customer service and compliance teams.
• Manage relationships with clients and suppliers.

Requirements:

• Higher education in Management, Finance, Economics, International Relations, or a related field.
• Minimum of 1 year of experience in customer service, investor support, or related areas.
• High proficiency in English (mandatory).
• Customer-oriented with strong problem-solving abilities.
• Strong organizational skills, autonomy, and attention to detail.
• Knowledge of regulatory and compliance processes (valued).
• Advanced knowledge of tools such as Excel and CRMs.

What you'll get in return
Possibility of joining a solid company with an experienced team, enabling development and continuous learning.

What you need to do now
If you are interested in this opportunity, click "Send application" to send us your updated CV.

If this is not quite what you are looking for, please contact us to discuss other career opportunities, always in the strictest confidence. 

Contacto

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