Conta Simples

Junior Customer Onboarding Analyst

Conta Simples

full-time

Posted on:

Location Type: Hybrid

Location: São PauloBrazil

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Job Level

About the role

  • Assist in setting up the client registration area, carrying out support tasks and learning activities;
  • Actively participate in identifying, qualifying, and verifying clients' registration documentation, highlighting points of attention as needed;
  • Contribute to the maintenance and updating of the customer database;
  • Take part in the execution of basic routines for client identification and onboarding;
  • Assist in preparing document checklists to support partner teams;
  • Actively participate in continuous improvement efforts for processes, proposing ideas and solutions;

Requirements

  • Interest in understanding registration processes, especially from the regulatory perspective of the Central Bank;
  • Intermediate Excel skills, with a willingness to further develop proficiency in the tool;
  • Basic analytical skills to understand and interpret information, and to identify patterns and trends;
  • Proactivity and initiative in seeking solutions;
  • Interpersonal communication skills to facilitate effective interactions among stakeholders, negotiate agreements, and resolve conflicts collaboratively;
  • Basic knowledge of legal entity formation documentation, with willingness to learn more on the topic;
  • Experience in document analysis (fraud prevention; credit desk; banking KYC) through internships, courses, or projects;
  • Understanding of registration-related processes from the Central Bank's point of view;
  • Basic familiarity with regulatory norms related to client registration, with willingness to deepen that knowledge;
Benefits
  • Nationwide health plan with no monthly fee and no co-payment for our #Simplers and up to two legal dependents
  • Nationwide dental plan with no monthly fee and no co-payment for our #Simplers and up to two legal dependents
  • Flex Food on the iFood Benefits card
  • Mobility allowance on the iFood Benefits card
  • Gympass and Totalpass — extendable to legal dependents (children and spouses)
  • Birthday off (so you can enjoy your day with loved ones!)
  • Partnerships with educational institutions
  • Partnership with the Vittude platform offering access to psychologists for mental health support
  • Partnership with the Zenklub platform providing professionals for mental well-being support
  • Life insurance
  • Parental leave (maternity 180 days and paternity 45 days)
  • Childcare allowance
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Exceldocument analysisKYCfraud preventionbanking processesdata interpretationpattern identification
Soft Skills
proactivityinitiativeinterpersonal communicationnegotiationconflict resolution