Internship | Digital Advisory

Description

Job Summary: Execute investment transactions between EQI customers and resolve related issues and inquiries, collaborating closely to meet customer needs. Key Highlights: 1. Responsible for investment operations and EQI customer support. 2. Collaborate with advisors to meet customer needs. 3. Ideal for organized, communicative, and proactive individuals. As part of EQI’s Digital Advisory team, your primary responsibility will be to execute investment transactions between EQI customers and resolve any issues or questions related to them. You will play a key role in the team’s internal processes, working closely with other advisors to ensure customer needs are met quickly and efficiently. If you are organized, communicative, and quick-thinking, this is the ideal position for you! **Responsibilities and Duties:** * Execute investment transactions between EQI customers; * Proactively and effectively assist in resolving customer inquiries and issues related to investment operations; * Perform operations involving changes to customers’ advisory models. **Requirements and Qualifications:** * Basic technology knowledge (computer, email, internet browsing, etc.); * Organization and time management skills; * Customer commitment; * Calm demeanor, empathy, and ability to handle high-demand workloads; * Strong verbal and written communication skills. **Preferred Qualifications:** * CPA-20 or CEA certification (or willingness to obtain); * Familiarity with the financial market (banks, cooperatives, brokerage firms, etc.). **What We Offer:** ️‍ ️ Wellhub Semiannual PPR Childcare Assistance Health Insurance Transportation Allowance VA/VR of R$ 1.812 Discounts with various partners through the EQI VC+ program \+ Other benefits revealed during the hiring process. **Selection Process Steps** * Step: Resume Screening; * Step: Cultural Fit Interview and Mindsight Assessment; * Step: Leadership Interview; * Step: Job Offer; * Step: Hiring. **NOTE: Each stage of the selection process is eliminatory.** If you identify with our company and meet the prerequisites for this position, apply now! We would be delighted to receive your application—and perhaps welcome you to the EQI Investments team.