Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
About the role
- Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Responsibilities
- Moderate authorization terms for data access requests;
- Transcribe accounting information from Balance Sheet (BP) and Income Statement (DRE) for companies (legal entities);
- Support clients in carrying out operational services that streamline their analysis workflows, reducing manual tasks performed by credit analysts;
- Organize and record information and documents in the company's systems, ensuring accurate data entry;
- Meet deadlines and quality standards established for delivering services to clients;
- Collaborate with internal teams to ensure efficiency and reliability in operational processes;
- Assist the contracts team by validating non-standard term templates submitted by clients;
- Report recurring issues to the product coordinator for inclusion in the product roadmap;
- Report weekly and monthly volumes per client to the services and Customer Success coordinator;
- Identify decreased usage of features by a client to prompt intensified work by the Customer Success team;
- Record interactions and relevant information for each client, ensuring proper information management.
Requirements
- Higher education completed or in progress (Bachelor's degree or equivalent);
- Intermediate skills with spreadsheets and digital systems;
- Digital file management and organization;
- Typing and data entry into systems;
- Must reside in the Campinas, SP region.
Benefits
- National Health Plan (medical insurance);
- National Dental Plan;
- Life insurance;
- Flexible Benefits — Food/Meal allowance;
- Commuting assistance / Home office support;
- Corporate University (learning and development);
- Educational partnerships;
- Annual performance-based awards;
- Referral bonus;
- Tenure/service anniversary rewards;
- Gift for employees' newborn children;
- Exclusive birthday gift.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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