Relationship Assistant - B2C

Description

Job Summary: We are seeking a commercially oriented professional for strategic digital customer service, focused on account activation and investor relationship management, with significant opportunities for growth and career development in the financial market. Key Highlights: 1. Huge opportunity for growth and building a solid career. 2. Collaborative environment focused on continuous learning and development. 3. Culture that values teamwork and a sense of belonging. The Digital Customer Service team plays a strategic role at Nomos. We are responsible for managing customer service workflows and directly driving account activation, contributing to business generation and strengthening investor relationships. More than just providing service, we seek someone with a **commercial mindset**, energy to make things happen, and a business-oriented vision. This is a tremendous growth opportunity—in fact, we have internal success stories of professionals who began in this area and now hold strategic positions within the company. Here, you learn, mature, and can build a solid career in the financial market. **We are looking for someone who is:** * **GOOD**: eager for knowledge and continuous learning; * **WELL-MEANING**: guided by ethics in decisions and actions; * **PLEASANT**: values customer experience and invests in building strong relationships. Interested in this opportunity? Check whether the requirements align with your background and join us in transforming the market! **\#WeAreNomos** **Responsibilities and Duties** **Your Mission:** * Provide customer service via phone, WhatsApp, and e\-mail with a consultative approach and a focus on business generation; * Identify opportunities during interactions and encourage account activation and activity; * Guide customers on account opening, transfers, redemptions, deposits, and other operational procedures; * Record and track requests in internal systems, ensuring organization and timely follow\-up; * Collaborate with advisors and other departments to deliver a comprehensive and strategic customer experience. **Requirements and Qualifications** **What are we looking for in you?** * **Bachelor’s degree completed or in progress (Business Administration, Economics, or related fields);** * Commercial profile, with initiative, energy, and results orientation; * Genuine interest in the financial market; * Strong verbal and written communication skills, with confidence to express opinions and interact with customers; * Organization, discipline, and high commitment; * Ability to maintain focus and consistency in dynamic environments; * Desire to grow, learn, and build a career in the financial market. **Preferred Qualifications:** * Prior experience in the financial market; * Experience managing commercial targets; * CPA\-10, CPA\-20, or Ancord certification; * Basic understanding of investment products and the financial market. **Additional Information** **Where will you work?** * Copacabana \- RJ * On\-site work model * Business hours **What do we offer?** * Collaborative environment focused on joint growth; * Opportunities for continuous learning and professional development; * Participation in training programs and access to XP’s educational platform; * Starbem (health and wellness partner offering online medical and psychological support); * Gympass, offering freedom to choose among a wide network of gyms, studios, and online platforms—ensuring better quality of life in your daily routine; * Partnership Program; * Monthly variable compensation. **Hiring Process Steps:** * Profile Assessment Test \+ Cultural Fit Interview * Interview with our People & Culture team Interview with Leadership. * Nomos was born from the merger between BR Advisors and BS Investimentos—two of XP’s largest investment offices. With over 10 years of market experience, both companies joined forces to create a new brand focused on delivering an improved customer experience. Later, R5 Investimentos joined the group, whose purpose is to create a world with better investors—one at a time. **We are more than 200 employees** spread across our offices in **São Paulo, Rio de Janeiro, Joinville, Belo Horizonte, and Balneário Camboriú**, serving **more than 120,000 clients**. Our culture values **teamwork** and fosters a strong **sense of belonging**. **We do what we love**, alongside people we admire. With an **enjoyable**, **fair**, and **highly skilled** environment, Nomos has been awarded the **“Best Companies to Work For” certification by Great Place to Work (GPTW) in 2025 (for the third consecutive year)** **Join us in exploring new paths and unlocking new possibilities!**