Job Summary: This professional will follow up on customer service interactions, verify documents, consult restrictive agencies and financial transactions, and manage investments and scheduled operations. Key Highlights: 1. Customer service follow-up and registration renewals 2. Document verification and consultation of restrictive agencies 3. Management of investments, redemptions, and automatic debits **Description and Responsibilities:** **Working Hours:** 8:30 AM to 5:30 PM with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT Follow up on customer service interactions and registration renewals; Verify documents to confirm authenticity; Consult restrictive agencies to expedite member service; Request credit, debit, or multi-function cards and checkbooks for individuals and legal entities according to management approval; Monitor atypical financial transactions that may indicate money laundering or terrorist financing; Consult, simulate, and execute investment placements and redemptions for members upon signature and supervision; Register, update, monitor, and cancel members’ scheduled operations and automatic debits; **Requirements:** Reside in Sete Lagoas/MG Have experience in public/customer service Bachelor’s degree completed in related fields CPA certification preferred Be proactive, organized, and dynamic **Benefits:** Medical assistance, Gym allowance, Daycare allowance, Commissions, Profit-sharing, Private pension, Life insurance, Meal voucher, Food voucher, Transportation voucher
João Silva
Indeed · HR
João Silva
Indeed · HR
