What activities will the professional perform? - Serve digital channel customers, providing guidance on products, investments, account transactions, and general inquiries. - Conduct ongoing customer follow-up to ensure they are prepared to transition to more advanced strategies at the appropriate time. - Handle multiple requests simultaneously while maintaining agility, clarity, and accuracy. - Execute investments, client profile updates, and operational requests. - Support customers in understanding investment products and using platform-based solutions. - Identify opportunities for engagement, wealth growth, and customer progression within the digital desk. - Escalate specific situations to management when necessary. - Operate in compliance with CVM and ANCORD regulations, adhering to compliance and security standards. - Report customer interactions, risks, opportunities, and operational KPIs to management. - Collaborate with in-person teams and participate in training sessions for technical and commercial development. What qualifications are required? Bachelor’s degree completed or in progress (Economics, Business Administration, Engineering, Finance, or related fields). ANCORD certification (AAI) is mandatory. What knowledge is required? Fundamentals of investing and the financial market (fixed income, funds, basic products, and basic concepts of variable income). Ability to assess investor profiles and guide simple decisions in accordance with suitability requirements. What experience is required? Prior experience in customer service, customer support, financial operations, or related areas. Experience in brokerage firms, banks, or digital desks is a plus. Essential competencies: Analytical ability, Execution management, Effective presentation, Effective communication, Building effective relationships, and Innovation. Additional notes regarding qualifications. PJ CONTRACT: R$2,000.00 FIXED + ATTRACTIVE COMMISSION Job type: Full-time CLT Compensation: R$2,000.00 – R$2,001.00 per month Benefits: * Dental insurance * Meal allowance * Transportation allowance Selection question(s): * Do you have prior experience in customer service, customer support, financial operations, or related areas?