What are the responsibilities and job description for the Operations Associate - Customer Service and Onboarding Specialist position at Pacifica Continental?
Important Global Fintech in Miami is seeking an Operations Associate, Customer Service and Onboarding Specialist who will oversee the onboarding process for the Broker-dealer customers, ensuring compliance with regulatory standards, including KYC procedures. They will handle customer service issues such as trade execution, funding, and corporate actions while collaborating with the customer success team to enhance account management and improve customer experience. The ideal candidate will have experience in customer onboarding within a fintech or brokerage environment, strong problem-solving skills, and the ability to bridge cultural and operational differences between US and Latin American teams. This position requires someone who thrives in a fast-paced, innovative environment, capable of delivering projects and supporting team alignment across different regions.
Location: Miami, 100% on-site.
Requirements:
Location: Miami, 100% on-site.
Requirements:
- 5-7 years experience in Customer Service and Customer onboarding
- Series 7 and 24
- US Firm experience, ideally from a bank or a US broker-dealer
- Has experience in onboarding customers to broker-dealers / wealth management part of the business
- Understand the regulatory requirements surrounding onboarding of US customers
- Ideally a Portuguese speaker
- Based in Miami, this will be a full-time Miami position
- Would like to see someone who has owned projects and has delivered results.
- We would like to see someone who has leveraged technology to solve problems.
- Experience in customer service
- How to navigate customer complaints
- Develop operational procedures on how to handle customer complaints
- Ability to communicate with the broader customer service team in Brazil and explain US best practices
