customer service associate
job description


  • Interact with customer via telephone calls, e-mails or chats to clarify data and documents for customer onboarding;

  • Interact with customer via telephone calls, e-mails or chats to provide information, solutions and assistance;

  • Achieve productivity standards and goals while maintaining the highest level of customer service;

  • Process transactions and reply to inquiries about products and services;

  • Record customer interactions, details of inquiries, complaints or comments, as well as action taken;

  • Use computer system and Sales Force (CRM) to track, gather information or troubleshoot;

  • Refer unresolved customer issues to supervision for resolution;

  • Follow KPI’s, manage results, and suggest improvements;

  • Antecipate issues on the platform, aligning with IT, leaders, developing solutions to reduce customer inquiries;

  • Keep in mind the total client satisfaction, aware of the overall company process and development.


  • Ownership

  • Fast-learner

  • Communication

  • Empathy

  • Patience

  • Detail-Oriented

  • Proactiveness

  • Hands on

  • Critical Thinking

  • Assertiveness

  • Focus on Results

  • Fluent in Portuguese and English


  • Bachelor’s degree in finance or related field (in course)

  • Must have FINRA financial licenses (series 7, series 24) or be willing to take the exam in the first month


  • Basic Understanding of financial markets and trends

  • Knowledge or experience with CRM - Sales Force, will be considered a plus 

Permanent | Full-time position


Location: Coconut Grove, Miami - FL


2200 N Commerce Pkwy | Suite 200

Weston FL - 33326 

(954) 374-9664

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