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Customer Service Support Officer Trainee

Bison Bank · Lisbonne

🇬🇧 English

Job description

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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    Published 4 months ago

    26 views · 0 interested

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    Bison Bank

    Lisbonne