Client Relationship Specialist (Portuguese speaker)
Exness · Département Montevideo
Descripcion del puesto
About the role
Exness is looking for a Portuguese‑speaking Client Relationship Specialist to join its Uruguay office. You will be the primary point of contact for a defined portfolio of clients, ensuring risk protection, accurate profiling, and high‑quality service while supporting the company’s compliance standards.
Key responsibilities
- Manage a portfolio of lower‑volume, high‑monitoring clients and act as the main remote contact via calls, chats, and email.
- Establish a regular engagement cadence to build trust and visibility.
- Identify early churn or risk signals and escalate as needed.
- Drive completion and accuracy of client profiling data across internal systems.
- Prepare Source of Funds (SOF) and Source of Deposit (SDF) documentation before regulatory thresholds.
- Validate client information through direct interaction, documentation, and open‑source checks.
- Maintain clear justification records for profiling and SOF outcomes.
- Provide exceptional service to both dedicated key‑value clients and non‑dedicated clients.
- Support compliance by collecting SOF documents and adhering to KYC requirements.
- Stay updated on regulatory standards, market developments, and product knowledge.
Required profile
- Bachelor’s degree.
- Native Portuguese speaker.
- Advanced proficiency in English.
Required skills
What we offer
- Full relocation support for you and your family.
- Opportunity to work in a globally recognised fintech leader.
- Access to real technology, care‑focused culture, and professional growth.
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Publicado hace 8 horas
Expira en 1 mes
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Exness
Département Montevideo
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