Junior Customer Service Analyst

About Monte Bravo

Monte Bravo was established in 2010 by founders Pier Mattei and Filipe Portella with a mission to impact lives through the financial market. Over the years, we have grown into one of Brazil's largest independent investment brokerages. Our team of specialists is dedicated to carefully managing each client's assets.

Job Role

We are inviting applications for the position of Junior Customer Service Analyst. This role focuses on delivering outstanding customer experiences by handling inquiries, managing requests, and coordinating with other departments. This is an ideal opportunity for those looking to advance their career in the financial sector, deepen their understanding of investment products and services, and help enhance the client journey.

Required Qualifications

• Pursuing or holding a bachelor's degree.
• Previous experience in customer service through channels such as phone, email, chat, or WhatsApp.
• Strong verbal and written communication skills.
• Organized, cooperative, and problem-solving mindset.
• Ability to work well in team settings and manage multiple priorities effectively.

Preferred Qualifications

• Familiarity with financial market products and services.
• Current CPA-20 or CPRO-R certification, or motivation to obtain one shortly.
• Experience in financial institutions, brokerages, banks, asset managers, fintechs, or investment companies.
• Knowledge of service performance indicators and CRM software tools.

Key Responsibilities

• Provide customer support via telephone, email, WhatsApp, and other communication platforms ensuring an exceptional service experience.
• Assist customers by clarifying doubts relating to Monte Bravo's products, services, platforms, and procedures.
• Log, track, and facilitate resolution of customer requests, coordinating with respective departments and ensuring follow through until completion.
• Proactively engage with clients and leads to strengthen relationships and identify opportunities through consultative support.
• Spot and recommend improvements to service processes to enhance the client experience.
• Collaborate closely with teams such as Investment Advisory, Operations, Compliance, Products, and Technology to meet quality, timeliness, and satisfaction goals.

Benefits

• Competitive salary plus aggressive semi-annual bonus.
• Health and dental insurance plans.
• Life insurance coverage.
• Meal and food card benefits through Caju.
• Access to TotalPass for fitness and wellness programs accessible anywhere.

Wellness Programs

We offer initiatives to encourage physical wellness.

Application Process

• Application submission
• HR interview
• Stakeholder interview
• Hiring manager interview
• Offer stage
• Feedback provided to all candidates

Inclusivity

All our openings are open to Persons with Disabilities (PCDs). We welcome you to apply to join Monte Bravo Corretora or participate in our talent pool.