Portuguese Speaking Customer Service for Wealth Management Company

Mercier Consultancy

Athens, Attica, Greece Remote permanent

Posted: March 2, 2026

Job Description

Mercier Consultancy is seeking a dynamic Portuguese Speaking Customer Service Representative for our Client's Wealth Management Company. In this vital role, you will provide exceptional support to our Portuguese-speaking clients, assisting them with inquiries related to wealth management services and investment opportunities.

Your fluency in Portuguese will enable you to communicate effectively with clients about their financial needs and ensure that they receive personalized service as they navigate their wealth management journey. You will play a key role in fostering strong relationships and enhancing client satisfaction.

Responsibilities

• Provide outstanding customer service in Portuguese through phone, email, and chat regarding wealth management inquiries
• Assist clients with account management, investment options, and service inquiries
• Resolve customer issues and complaints promptly and professionally
• Document all client interactions accurately in our CRM system
• Collaborate with financial advisors to ensure client needs are met
• Gather client feedback to help enhance our service offerings
• Stay updated on industry trends and financial products

Requirements:
• Fluency in Portuguese and English, with strong communication skills
• Latest customer service experience, preferably in financial services or wealth management
• Excellent problem-solving skills and a customer-centric approach
• Able to manage multiple inquiries and provide timely, effective support
• Detail-oriented with strong organizational abilities
• Interest in finance and investment products, with a passion for assisting clients in achieving their financial goals
• Familiarity with customer support software and CRM systems is advantageous

Benefits:
• Fully Paid Relocation Package ( Flight, Transfer and 2 weeks in Hotel )
• Private Health Insurance
• 2 Extra Salaries Per Year
• Support In Finding Accommodation After Hotel
• Fully Paid Training
• Monthly Performance Bonus
• Free Greek Course
• And More...

Why Apply Through MisuJob?

AI-Powered Job Matching: MisuJob uses advanced artificial intelligence to analyze your skills, experience, and career goals. Our matching algorithm compares your profile against thousands of job requirements to find positions where you have the highest chance of success. This saves you hours of manual job searching and ensures you only see relevant opportunities.

One-Click Applications: Once you create your profile, applying to jobs is effortless. Your resume and cover letter are automatically tailored to highlight the most relevant experience for each position. You can apply to multiple jobs in minutes, not hours.

Career Intelligence: Beyond job matching, MisuJob provides valuable career insights. See how your skills compare to market demands, identify skill gaps to address, and understand salary benchmarks for your experience level. Make data-driven decisions about your career path.

Frequently Asked Questions

How do I apply for this position?

Click the "Register to Apply" button above to create a free MisuJob account. Once registered, you can apply with one click and track your application status in your dashboard.

Is MisuJob free for job seekers?

Yes, MisuJob is completely free for job seekers. Create your profile, get matched with jobs, and apply without any cost. We help you find your dream job without any hidden fees.

How does AI matching work?

Our AI analyzes your resume, skills, and experience to understand your professional profile. It then compares this against job requirements using natural language processing to calculate a match percentage. Higher matches mean better fit for the role.

Can I apply to jobs in other countries?

Absolutely. MisuJob features jobs from companies worldwide, including remote positions. Filter by location or look for remote opportunities to find jobs that match your preferences.

Ready to Apply?

Join thousands of job seekers using MisuJob's AI to find and apply to their dream jobs automatically.