The Client Onboarding Analyst will be responsible for providing operational support to clients of our Broker Dealer firm. 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 Responsibilities:

Assist clients with account opening and maintenance process and documentation requirements
Analysis of corporate documents from Offshore entities
Analysis and approval of relationships in accordance with current regulations and internal procedures
Respond to client inquiries and requests related to account access and account information
Troubleshoot and resolve issues related to account access and account information
Continuously strive to improve the overall customer experience
Provide analysis and reporting to management on customer service metrics and trends

Requirements:

Strong verbal and written communication skills
Proven customer service experience
Technical background in software or hardware support is a plus
Ability to work independently and as part of a team
Strong problem-solving and analytical skills
Bachelor’s degree in finance, economics, business administration or related field is preferred
FINRA licenses or certifications is a plus
Must be fluent in English and Portuguese

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