Client Success & Sales Specialist - Relationship Officer

CFI Financial Group; Bogotá; Presencial; COP 30.000.000 - 50.000.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fast-growing multinational

Competitive salaries

Learn from industry pros

Supportive environment

Growth opportunities

Descripción de la vacante

CFI Financial Group is seeking a Sales Specialist to provide exceptional support to clients, resolve inquiries, and ensure a positive customer experience. The role includes onboarding clients, coordinating with Documents/KYCs, and preparing concise reports for executive presentations.

Ideal candidates hold a Bachelor’s degree in business, possess strong communication and problem-solving skills, and are fluent in English.

Formación

• Bachelor’s degree in business or related field.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities and critical thinking.
• Professional and empathetic demeanour when dealing with customers.
• Fluency in English required.

Responsabilidades

• Filling KYCs, following up with clients and coordinating with Backoffice and compliance.
• Responding to client requests in a timely manner.
• Keeping-up with formats’ updates.
• Minimizing in-process/draft leads by following up and completing documents.
• Possessing in-depth product knowledge and conducting demos, handling objections.

Conocimientos

Excellent communication

Fluent English

Problem solving

Empathetic demeanor

Educación

Bachelor’s degree in business or related field

Descripción del empleo

CFI Financial Group is seeking a Sales Specialist to provide exceptional support to clients, resolve inquiries, and ensure a positive customer experience. The role includes onboarding clients, coordinating with Documents/KYCs, and preparing concise reports for executive presentations.

Ideal candidates hold a Bachelor’s degree in business, possess strong communication and problem-solving skills, and are fluent in English.