Customer Service Support Officer Trainee
Bison Bank · Lisbonne
Descrição do cargo
About the role
We are looking for a motivated trainee to join our Customer Service & Support team, focusing on the account opening process. This position is part of the first line of service and plays a key role in ensuring accurate and compliant client onboarding.
Key responsibilities
- Review and validate account opening documentation to ensure accuracy and completeness.
- Verify compliance with internal procedures and regulatory/KYC requirements.
- Communicate with clients to clarify or request missing documentation.
- Maintain detailed records of onboarding interactions for audit and process improvement purposes.
- Collaborate with the Customer Service team to deliver a smooth and efficient onboarding experience.
Required profile
- University student or recent graduate in Business, Management, Law, or a related field.
- High attention to detail and a structured, rigorous approach to work.
- Strong sense of responsibility, discretion, and confidentiality.
- Good communication skills and ability to work effectively in a team.
- Fluency in Portuguese and English (preferred); Chinese is a plus.
Required skills
What we offer
- Hands‑on experience in client onboarding and compliance.
- Opportunity to develop professional communication and analytical skills.
- Mentorship from experienced Customer Service professionals.
Questions fréquentes
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Publicado há 23 horas
Expira em 1 mês
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Bison Bank
Lisbonne
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