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Relationship Management and Customer Success Back Office Specialist
Quanta Previdência. Assist participants through Quanta’s Relationship Management Center channels by providing information, updating registration details, supporting plan reviews, and addressing their various needs throughout the participant journey .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and customer service skills while effectively managing participant interactions and adhering to compliance regulations. Capable of organizing information and processes to enhance participant experience and support relationship management initiatives.
Highest-signal resume keywords
Customer Service ExperienceCommunication SkillsPensions KnowledgeAdaptabilityTeam Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong CommunicationAdaptabilitySense of UrgencyTeam Collaboration
Tools & Technologies
Management Systems
Industry Keywords
Customer SuccessPensionsRetirement BenefitsBrazil's General Data Protection Law (LGPD)Voice of the Customer (VoC)
About the role
Key responsibilities & impact- Assist participants through Quanta’s Relationship Management Center channels by providing information, updating registration details, supporting plan reviews, and addressing their various needs throughout the participant journey
- Receive requests, questions, and complaints, understand participants’ needs, and seek fast and effective solutions
- Communicate clearly, empathetically, and objectively, serving as a link between participants and Quanta’s various departments
- Record and keep information about service interactions and communications up to date in Quanta’s management systems
- Identify and verify participants before providing services or processing transactions, following internal procedures, protecting personal data, and complying with Brazil’s General Data Protection Law (LGPD)
- Encourage service evaluations and contribute to gathering feedback and strengthening the Voice of the Customer (VoC)
- Monitor requests, activities, and deadlines, contributing to well-organized processes and high-quality deliverables
- Support the organization of records and documents, as well as communication with participants and pensioners
- Monitor updates to applicable pension legislation and regulations
- Support assistance programs and participant relationship initiatives
Requirements
What you’ll need- Currently pursuing a university degree
- Experience in customer service, Customer Success, or financial institutions
- Completed university degree (a plus)
- Experience in pensions or retirement benefits (a plus)
- Strong communication skills
- Adaptability
- Sense of urgency
- Willingness to work collaboratively as part of a team
Benefits
Comp & perks- Meal/Food Allowance: BRL 1,820.29 + BRL 250.00
- Transportation allowance
- Health insurance—with no co-payment and no cost for you or your dependents
- Dental insurance—with no co-payment and no cost for you
- Employer contribution to a private pension plan
- Childcare, nanny, or early childhood education allowance
- Life insurance
- Education assistance (after six months)
- Profit-Sharing Program twice a year (based on performance indicators and results)
- Birthday day off
- Wellness program
- Training and development opportunities
- Hybrid work
- Creative, challenging, and collaborative environment
- Best-in-class technologies
- Opportunities to implement best practices and create new ones