Financial Solutions Advisor providing comprehensive financial advice and tailored solutions for clients. Building financial plans and recommending brokerage products in a client - focused environment.
LH
Hybrid Analista Financeiro – Foco em Onboarding
Posted 6 months ago
About the role
- Financial Analyst managing client onboarding processes for a consulting firm in finance and technology. Supporting clients with system training and financial process optimization.
Responsibilities
- Apoio estratégico: Ser a ponte entre a empresa e nossos clientes, garantindo que eles aproveitem ao máximo nosso sistema financeiro. Você vai acompanhar o onboarding, realizar treinamentos e ajudar a otimizar processos financeiros, contábeis e fiscais.
- Relacionamento e monitoramento: Mapear os processos dos clientes, identificar oportunidades de melhoria e fortalecer o relacionamento. Você vai monitorar o uso do sistema para garantir que nossos clientes estejam sempre engajados e satisfeitos.
- Resolução de problemas: Auxiliar na resolução de dúvidas, coletar feedbacks valiosos para o time de produto e atuar para prevenir cancelamentos, garantindo a satisfação e a fidelidade dos nossos clientes.
Requirements
- Graduação em Administração, Finanças ou áreas correlatas.
- Experiência prévia com atendimento ao cliente.
- Experiência com emissão de boletos, notas fiscais e relatórios financeiros será um diferencial.
- Sólido conhecimento em contas a pagar e receber, fluxo de caixa e fechamento contábil.
- Proatividade, excelente comunicação, capacidade de resolução de problemas e foco no cliente.
Benefits
- Alimentação na empresa
- lanche da tarde
- auxílio cultura
- assistência médica e odontológica
- auxílio combustível
- vale refeição/alimentação (Swile)
- vale transporte
- auxílio telepsicologia
- TotalPass
- day off de aniversário
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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