Customer Experience Specialist

2 meses atrás


Braga, Portugal Casa De Investimentos Tempo inteiro

A Casa de Investimentos é uma gestora de patrimónios e de organismos de investimento coletivo.O nosso propósito é proteger e valorizar os patrimónios financeiros das famílias, fazê-lo com boas rentabilidades, com transparência e risco limitado. Promovemos uma cultura de melhoria contínua, suportada em conhecimento e em "fazer a coisa certa" para os nossos Clientes. Trabalhamos para criar riqueza a longo prazo e promover a literacia financeira.VagaCustomer Experience Specialist (Save&Grow)O Customer Experience Specialist é a pessoa responsável por dar as boas-vindas à CASA a novos Clientes, por esclarecer todas as suas questões e acompanhá-los ao longo de toda a sua relação de investimento com a CASA.Tem de ter um conhecimento profundo sobre a Casa de Investimentos, sobre o seu propósito e sobre a sua filosofia de investimento.Está também responsável pela identificação e solução de problemas e dificuldades sentidas pelos Clientes, e por apresentar projetos de melhoria tanto da plataforma Save&Grow como de procedimentos internos.RequisitosLicenciatura, preferencialmente em Economia, Gestão ou Finanças.Interesse pela área de mercados financeiros, investimentos e finanças pessoais.Representar a empresa com integridade, profissionalismo e respeito pela cultura e valores da Casa de Investimentos.Capacidade de comunicação, empatia e tato social.Demonstrar inteligência emocional e persistência perante a adversidade.Capacidade de trabalhar em equipa.Capacidade de iniciativa, de organização de prioridades e trabalhar com autonomia.Comunicar com conhecimento e eficiência.Cumprir os compromissos assumidos (horários, tarefas) e sentido de responsabilidade.Desenvolver capacidades de aprendizagem e o profundo conhecimento sobre a CASA, o seu propósito, a sua filosofia de investimento e processos que permitam prestar um serviço de primeira Classe aos nossos Clientes.Informação AdicionalTrabalho a tempo integral.As funções serão desenvolvidas presencialmente na Casa de Investimentos, em Braga.Salário compatível com a função, seguro de saúde e formação em áreas que permitam reforçar valências.
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