Client Onboarding Analyst

• They will work closely with clients, partners, and relationship managers to assist with account opening and maintenance, resolve issues related to account access and account information, and ensure that the client is satisfied with the service provided.
• The ideal candidate will have excellent communication skills, be detail oriented and able to work well under pressure.
• Key ResponsibilitiesAssist clients with account opening and maintenance process and documentation requirementsAnalysis of corporate documents from Offshore entitiesAnalysis and approval of relationships in accordance with current regulations and internal proceduresRespond to client inquiries and requests related to account access and account informationTroubleshoot and resolve issues related to account access and account informationContinuously strive to improve the overall customer experienceProvide analysis and reporting to management on customer service metrics and trendsRequirementsStrong verbal and written communication skillsProven customer service experienceTechnical background in software or hardware support is a plusAbility to work independently and as part of a teamStrong problem-solving and analytical skillsBachelor's degree in finance, economics, business administration or related field is preferredFINRA licenses or certifications is a plusMust be fluent in English and PortugueseSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionInformation TechnologyReferrals increase your chances of interviewing at BTG Pactual by 2xIntermediate/Senior Business Analyst - OP01755We're unlocking community knowledge in a new way.
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