Customer Service Representative
hace 23 horas
Para Carta Financiera, empresa dedicada a la consultoría en servicios financieros, nos encontramos en la búsqueda de “Customer Service Representative” reportando a la Operations Officer.
Misión: Será responsable de dar soporte a los clientes en lo que respecta a la plataforma del broker.
Responsabilidades principales:
- Apertura de cuenta de los clientes en el Broker.
- Introducir al cliente en el uso de la plataforma operativa y asistirlo en las primeras ejecuciones.
- Brindar soporte ante consultas puntuales de los clientes sobre la operatoria, configuración y visualización de datos/reportes de la cuenta.
- Contacto entre el broker y el cliente por solicitudes de actualizaciones de información.
- Soporte a los trader en la configuración de cuentas/usuarios, permisos y consultas
relacionadas al Brokers.
- Brindar soporte a comerciales relacionados a la información requerida por el broker.
**Requisitos**:
- Estudiante de las carreras de Administración de Empresas, Contador Público, Finanzas o afines.
- Contar con conocimientos del mercado financiero, de sus productos y regulaciones
(preferentemente).
- Poseer experiência previa en roles administrativos y de atención al cliente.
- Inglés intermedio.
- Dominio intermedio avanzado de Excel.
Condiciones:
- Trabajo 100% remoto
- Jornada full time
Consultor responsable de la búsqueda:
- Nombre: Belén Cuello
- Linkedin: Belén Cuello
- Referencia: Customer Service - 2622
Tipo de puesto: Tiempo completo, Indefinido
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