Brazilian Client Relation Specialist - Financial Markets (Porto)

Workster is collaborating with a global leader in financial markets outsourcing to recruit a fluent Brazilian Portuguese Client Relation Specialist for their Porto office. If you are passionate about delivering an exceptional customer experience, understand financial services, and are eager to build your career in client relationship management, we invite you to join a driven, multicultural team in a vibrant international environment.

Key Responsibilities – Brazilian Client Relation Specialist (Financial Markets, Porto)

• Serve as the main point of contact for Brazilian Portuguese-speaking clients, ensuring prompt and professional communication throughout the client journey in the financial services sector.


• Develop strong, trust-based relationships with key account stakeholders, supporting client retention and satisfaction within the fast-paced financial markets domain.


• Guide clients through onboarding processes, investment platform usage, and troubleshooting related queries for a seamless client experience.


• Work closely with internal departments—Compliance, Operations, Sales, and Technical Support—to deliver tailored solutions and resolve client issues efficiently.


• Monitor, document, and analyse client feedback, account activity, and service levels to drive continuous improvement and best-in-class service.


• Identify opportunities for upselling and cross-selling relevant financial products and solutions, contributing to business growth.


• Maintain accurate up-to-date records in CRM systems, ensuring data integrity and high-quality support.


• Assist with risk management procedures and ensure adherence to regulatory standards and protocols related to financial services.

Required Qualifications – Brazilian Portuguese Client Relations (Financial Markets, Porto)

• Native-level fluency in Brazilian Portuguese and professional proficiency in English (minimum B2).


• Demonstrable experience in client relations, customer service, or account management, preferably within financial markets, banking, fintech, or outsourcing environments.


• Knowledge of financial products, online trading, or investment platforms is highly desirable.


• Excellent communication, interpersonal, and problem-solving abilities, with a strong customer-centric mindset.


• Technology-savvy and confident in using CRM tools, MS Office suite, and digital communication platforms.


• Strong attention to detail, with the ability to analyse data and work accurately under pressure.


• Strong organisational skills and ability to manage multiple priorities in a dynamic international environment.


• Demonstrated ability to work independently and as part of an inclusive, multicultural team.

Employee Benefits – Client Relationship Specialist Career in Porto

• Competitive salary with attractive performance-based bonus structure.


• Permanent, full-time employment contract (Monday to Friday regular schedule).


• Comprehensive onboarding and ongoing training on financial products and platforms.


• Hybrid work model—enjoy flexibility and work-life balance from home and the office.


• Meal and transportation allowance.


• Private health insurance and wellbeing support.


• Relocation support and allowance for eligible candidates moving to Porto.


• Modern office in Porto with a collaborative, international culture and career growth opportunities.

Application Process – Join as a Brazilian Client Relation Specialist in Porto

• Please submit your CV in English, highlighting your relevant experience in financial markets and customer relationship management.


• Shortlisted candidates will be invited for an online interview (virtual or onsite) and take part in relevant skills assessments.


• Start your client relations career in the financial sector with Workster’s reputed partner and make an impact in Porto!

Keywords: Client Relation Specialist, Brazilian Portuguese, Financial Markets, Porto, Customer Service, Client Management, BPO, Banking, Investment, Outsourcing, Account Management, Customer Experience, Relocation, Hybrid Work.