Customer Success Assistant

Description

Job Summary: As a Customer Success Assistant, you will support client relationships by ensuring close, high-quality service within a collaborative team environment, offering learning opportunities and enabling impact on the customer experience. Key Highlights: 1. Being part of a collaborative team and making an impact on the customer experience 2. Direct contact with different departments across the company 3. Opportunities to learn and grow We are seeking a Customer Success Assistant in Ribeirão Preto to support client relationship initiatives, ensuring attentive, organized, and high-quality service. Here, you will join a collaborative team, interact directly with various company departments, and find opportunities to learn, grow, and make an impact on our customers’ experience. Join our team and help strengthen our customers’ experience and Blue3’s growth. **Responsibilities and Duties** * Engage with clients following departmental scripts and guidelines for managing initiatives; * Accurately record all client interactions and information in internal systems; * Track pending items and follow up on client and cross-departmental requests; * Support organizing collected information to aid monitoring of departmental initiatives; * Assist in preparing materials and information for progress review meetings; * Participate in team meetings, sharing activity updates and aligning on next steps; * Alert leadership to any difficulties or situations that may affect initiative execution. **Requirements and Qualifications** * Completed high school education (ongoing undergraduate studies are a plus); * Strong verbal and written communication skills; * Organizational skills and attention to detail; * Aptitude for client service and relationship management; * Proactivity, responsibility, and eagerness to learn; * Basic knowledge of Microsoft Office suite. Blue3 Investimentos was founded with a clear purpose: transforming the financial lives of Brazilians—and also of the people who build this story every day. With over **16 years of history**, we have become one of the leading investment advisory offices in the country. Today, we have more than **800 employees**, operating across **22 branches** nationwide—including Ribeirão Preto, São Paulo, Campinas, Uberlândia, Rio de Janeiro, Belo Horizonte, Brasília, Curitiba, and other cities. Together, we connect people, dreams, and opportunities. Our journey is also marked by recognition. We were named **Brazil’s Best Investment Advisory Office** by the Brasil Advisor Awards, a distinction promoted by XP Inc. Currently, we manage **over BRL 50 billion in custody assets and serve more than 45,000 active clients**, figures reflecting the trust placed in our work. But what truly drives us is our culture. Here, we are **open to innovation and believe in the impossible**. We value **owner’s mindset**, ownership, and a sense of belonging—encouraging every individual to evolve, grow, and build a meaningful career. At Blue3, we believe great results are achieved by people who share bold dreams. We take pride in our journey—and even greater ambition for what lies ahead. **Shall we build an extraordinary journey together?** **We are Blue3 Investimentos.**