A prestigious company is looking to strengthen its team by hiring an Investor Onboarding Specialist (m/f/d) for its Porto office. […]
Ensure a smooth and effective onboarding experience for clients and investors.
Maintain active communication with agents and investors to clarify questions and ensure compliance with requirements. […]
Prepare, verify, and manage the necessary documentation for client onboarding and compliance. […]
Implement improvements in onboarding processes and client communication. […]
Provide administrative and operational support to customer service and compliance teams. […]
Higher...