Jr Client Services Analyst

Hedgepoint Global Markets; São Paulo; Híbrido; BRL 60 000 - 90 000; Tempo integral

Resumo da oferta

Hedgepoint Global Markets is seeking a Junior Client Services Operations Analyst to support the Client Services team with daily operations and onboarding through post-trade support. You will learn the full client lifecycle while handling inquiries, account maintenance, and process execution across commodities and FX products.

The role focuses on accurate data handling, cross-functional collaboration, and delivering a positive client experience in a dynamic market environment.

Qualificações

• Experience in Client Services on the financial markets.
• Strong communication skills, both written and verbal.
• Customer-centric approach with attention to process accuracy.

Responsabilidades

• Support Client Services team in daily operational activities and routine customer requests.
• Assist in customer onboarding, including document collection, tracking and follow-up.
• Support margin call activities and client communications per procedures.
• Assist with bank reconciliations and operational controls.
• Monitor and update internal systems, reports, and client records.
• Act as liaison between clients and internal departments to resolve requests.

Conhecimentos

Attention to detail

Teamwork

Communication

Customer focus

Analytical mindset

Formação académica

B.S./B.A. in Economics, Engineering or Administration

CPA-20 Certification

Ferramentas

Excel

Descrição da oferta de emprego

Hedgepoint operates across five continents, connecting local and global markets, helping to protect against price volatility in a world in transition. Offering over 450 hedging products across 50+ commodities and currencies (FX), we also provide market intelligence and specialized insights to help clients turn risk into opportunities. We value transparency and respect in all our relationships, whether with clients or employees, ensuring a unique experience in every interaction. We are committed to fostering a diverse and inclusive workplace, valuing everyone for their uniqueness, without any form of discrimination.

Join our team and help us to turn risks into opportunities!

PURPOSE OF POSITION

The Junior Client Services Operations Analyst is responsible for supporting the Client Services team in delivering operational and administrative assistance to internal stakeholders and external clients.

This role serves as an entry point into the Client Services function, providing exposure to the full client lifecycle, from onboarding through post-trade support. The analyst will assist with daily operational routines, client inquiries, account maintenance, and process execution while developing knowledge of financial markets, commodities, and Hedgepoint's products and services.

The successful candidate is expected to work closely with senior team members, demonstrating strong attention to detail, willingness to learn, customer focus, and the ability to collaborate across different areas of the business.

MAIN RESPONSIBILITIES

• Support the Client Services team in daily operational activities and routine customer requests.
• Assist in customer onboarding processes, including document collection, tracking, and follow-up activities.
• Support daily margin call activities and client communications under established procedures.
• Assist with bank reconciliations and operational controls.
• Monitor and update internal systems, reports, and client records.
• Act as a liaison between clients and internal departments, ensuring requests are directed appropriately and resolved efficiently.
• Provide timely responses to client inquiries and escal…
• Support FX/SPOT transaction workflows with partner banks.
• Assist in EFR/EFS position transfer processes and related documentation.
• Participate in projects, process improvements, and operational initiatives impacting client experience.
• Maintain accurate records and documentation in accordance with company policies and regulatory requirements.
• Contribute to a positive client experience through proactive communication and attention to service quality.
• Assist with preparation of reports, presentations, and operational metrics.
• Availability for occasional client visits and internal meetings.

EDUCATION/EXPERIENCE:

• B.S. or higher in Economics, Engineering, Administration
• Previous experience in Client Services on the financial markets
• Experience in Excel
• CPA-20 Certification is a plus

KNOWLEDGE, SKILLS, AND ABILITIES:

• Language: Fluent English / Spanish is a plus
• Competence: Communicative, teamwork oriented, empathic, and focused.
• Communication skills: Demonstrating strong communication skills, both written and verbal, to effectively convey information and provide excellent customer service.
• Time-sensitivity for routine execution
• Client relationship soft skills
• Analytical approach
• Solid knowledge about derivatives and financial markets. Agricultural commodities is a plus.

LOCATION

Campinas or Vila Olímpia, SP | Up to twice a week in the office.

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