Description
**About Us**
XP Inc. is one of Brazil's largest independent financial institutions, owner of brands such as XP, Rico, Clear, XP Educação, InfoMoney, and others. With over 4.6 million active clients and assets under custody exceeding R$ 1.1 trillion, XP Inc. has been transforming the financial market for 24 years to improve people's lives.
Guided by a distinctive culture rooted in four core values \- **Big Dreams, Entrepreneurial Spirit, Customer Focus, and Open Mind** \- XP Inc. continuously seeks top talent with the ambition to achieve the impossible.
**About the Opportunity**
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At XP Inc., we believe our team is the key to success. We are seeking an Operational Analyst (BDO) to join our B2B Advisory team, the channel responsible for relationship management and support for Investment Advisors.
This is an opportunity for those who wish to grow within a dynamic and challenging environment, with direct interaction with strategic partners and various XP support areas. Here, we value organized professionals with strong communication skills and an interest in the financial market.
At XP Inc., you will receive full support to consolidate your role in operations, broadening your understanding of financial products, customer service, and internal processes.
**What We Are Looking For**
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**Essential Requirements:**
* Degree in Business Administration, Economics, Engineering, or related fields;
* Knowledge of the financial market (certifications such as CPA\-20 are advantageous);
* Prior experience in customer service or operational support;
* Organization;
* Strong communication skills;
* Ability to manage multiple demands in a challenging environment;
* Alignment with our culture and values
**Preferred Qualifications:**
* Practical knowledge of account opening, re-registration, and partner support processes;
* Data analysis;
**Challenges and Impact**
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* Handle and resolve straightforward requests from partners (e.g., account opening, re-registration, system issues, portfolio evolution, etc.);
* Monitor and follow up on requests directed to XP’s support areas;
* Prepare weekly reports for leadership on pending cases requiring resolution;
* Contribute to developing and maintaining support manuals and materials for partners;
* **Process Stages**
* **Initial Screening**: Resume review to assess alignment with the position’s qualifications and requirements.
* **Interview with Recruitment Team**: Discussion regarding expectations for the role and professional goals.
* **Interview with Leadership**: A conversation to explore your perspective and how you can contribute to the team and company.
* **Interview with Head of Commercial**: Discussion about your profile and characteristics required to support operations.
* **Offer**: Presentation of the employment proposal, including details on compensation and benefits.
**Benefits:**
Health and Well-being:
* Health insurance
* Dental insurance
* Wellhub (Gympass)
* Zenklub
* Life insurance
* iFood Benefits (flexible VA and VR)
* Transportation allowance
* New Value (benefits club)
* Parental leave: 6 months maternity leave and 20 days paternity leave
* Childcare allowance
Financial Life
* Exclusive investment funds
* Investment advisory services
* XP Visa Infinite card with no annual fee
* Credit solutions (payroll-deductible loans, home equity loans, real estate CCBs, etc.)
**Flexible In-Person Work Model**
Our work model varies depending on the role, ranging from fully in-person for certain business units to more flexible arrangements for other teams.
We follow a model with higher in-person frequency, always guided by flexibility and autonomy, aligned with the responsibility inherent in our entrepreneurial culture.
At XP Inc., we value face-to-face interactions and believe the office serves as a tool to enhance our professional relationships.
* *By proceeding with your application, you declare that you have read, understood, and agree to the XP Inc. Group’s Privacy Policy and that of its vendors and partners supporting the selection process. The XP Inc. Group may use artificial intelligence solutions to assist the recruitment team throughout the process, which may involve processing your personal data for this purpose, in accordance with the principles of Brazil’s General Data Protection Law (LGPD) and the XP Inc. Group’s Privacy Policy.*