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Norwegian Client Advisor – Lisbon

Workster Jobs · Lisbon

Onsite 🇬🇧 English

Job description

About the role

We are seeking a Norwegian‑speaking Client Advisor to join our Lisbon office and support retail and private clients of a leading global financial services firm. You will be the first point of contact for client enquiries, guiding them through onboarding, transactions and product usage while ensuring a high‑quality experience.

Key responsibilities

  • Respond to inbound client enquiries in Norwegian and English via phone, email and chat.
  • Provide product and service guidance, including account queries, payments, basic investment information and platform navigation.
  • Support client onboarding and KYC processes, verifying documentation and compliance.
  • Process transactional requests such as deposits, withdrawals, transfers and basic securities operations.
  • Escalate complex or compliance‑related cases to specialist teams promptly.
  • Maintain accurate client records and case notes in internal systems.
  • Collaborate with Operations, Compliance and Product teams to improve processes.
  • Contribute to Norwegian language support materials and FAQs.

Required profile

  • Fluent in Norwegian (written and spoken) and strong English communication skills.
  • Bachelor’s degree or equivalent experience in Finance, Business, Languages or a related field.
  • At least 2 years of experience in client service, retail banking, investment platforms or financial services.
  • Customer‑focused mindset with excellent attention to detail.
  • Familiarity with KYC/AML requirements is desirable.
  • Ability to work on‑site in Lisbon and collaborate in a multicultural team.
  • Flexibility to support extended service hours as needed.

Required skills

  • Proficiency with CRM systems.
  • Experience using case‑management software.
  • Strong IT literacy, including Microsoft Office.

What we offer

  • Full‑time on‑site position in Lisbon.
  • Competitive salary aligned with local market rates.
  • Structured onboarding and continuous training.
  • Supportive multilingual team within an international firm.
  • Opportunities for career progression in client‑facing functions.
  • Additional employee benefits.

Questions fréquentes

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Source : ats:teamtailor

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Published 1 month ago

Expires 3 weeks from now

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