Customer Service Assistant

Description

Job Summary: This operational position provides support to the PJ portfolio manager, handling product offerings, fee negotiations, and in-person customer service, as well as performing and updating registrations and formalizing operational processes. Key Highlights: 1. Provide operational support to the PJ portfolio manager 2. In-person customer service and process formalization 3. Attention to product and service offerings and fee negotiation **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 a.m. to 5:30 p.m., with a 1 hour 30 minute lunch break **Level:** Operational **Employment Type:** Permanent – CLT* Perform operational activities supporting the PJ portfolio manager; * Handle product and service offerings and fee negotiations; * Register and update records in the system; * Provide in-person customer service; * Document filing; * Open accounts; * Formalize all operational processes. * Card machine accreditation. **Requirements:*** Completed or currently pursuing a Bachelor’s degree in Administration, Accounting Sciences, Commercial Management, Economics, or related fields; * CPA 10 certification (preferred); * Strong communication skills; * Sales techniques; * Ability to build relationships; * Proactivity in carrying out tasks. **Benefits:** Internal benefits, Study Grant, Corporate Mobile Phone, Day Off, Health Insurance – UNIMED, Private Pension Plan, Mental, Physical and Financial Wellness Program, Life Insurance, Meal Voucher, Wellhub