Client Relationship Specialist - Portuguese speaker

At Exness, we are not just a leading trading broker—we’ve reimagined what it takes to be a leader. With 40M+ trades a day and 2,000+ people across 13 countries, we combine scale, care, and real tech to make trading better for 1M+ clients worldwide.

Recognised globally as a Best Place to Work, we’re a people-first company where long-term wins always matter more. As part of our team, you will shape the future of fintech with real technology, care, and purpose.

Why this role matters

The Client Relationship Specialist is a client-facing role within the Client Relationships division focused on risk protection, client profiling, and structured relationship management for a defined portfolio of clients.

This role supports the long-term retention and integrity of the client base by:

• ensuring accurate profiling and Source of Funds readiness,
• maintaining consistent proactive engagement, and
• safeguarding compliance with AML, KYC, and internal risk standards.

The role is based in our Uruguay office. In case of relocation, we offer full relocation support for you and your family to make your move smooth and worry-free.

What you'll actually do

• Manage a defined portfolio of clients with lower volume and higher monitoring depth.
• Act as a primary remote relationship contact through calls, chats, and email.
• Establish meaningful engagement cadence to maintain trust and visibility.
• Proactively identify early churn or risk signals and escalate where required.
• Drive completion and accuracy of client profiling data across internal systems.
• Support timely SDF and SOF preparation before regulatory or deposit thresholds.
• Validate client information through direct interaction, documentation, and open-source checks.
• Maintain clear justification records supporting profiling and SOF outcomes.
• Provide high quality service to your dedicated top key value clients portfolio assigned and also exceptional services to a number of non-dedicated Clients ensuring queries and concerns are addressed efficiently and effectively.
• Facilitate smooth client interactions across multiple communication channels while maintaining a customer-centric approach.
• Communicate with clients via inbound chats, calls, outbound calls, callback requests, and face-to-face interactions, ensuring consistently high standards of communication and services
• Support compliance efforts by ensuring the collection of Source of Funds (SoF) documents and adherence to KYC requirements.
• Maintain a thorough understanding of regulatory standards and ensure all interactions are compliant with company policies.
• Identify and escalate potential compliance risks, ensuring a proactive approach to risk management.
• Maintain expert knowledge of the company’s products, services, and industry trends to provide value-driven solutions to clients.
• Stay updated on market developments, compliance requirements, and best practices to ensure professional growth and adaptability.

Who we’re looking for

• Bachelor’s degree.
• Native Portuguese and advanced English
• Investment licenses or financial certifications (e.g., CFA, CFP, Series licenses) are highly regarded.
• Minimum 2 years’ experience in client relationships or relevant client-facing roles within the financial services industry.
• Experience working with Salesforce, Tableau, and other reporting tools.
• Strong problem-solving skills, able to resolve client issues efficiently under pressure.
• Solid understanding of financial products and client lifecycle requirements.
• Strong convincing, influencing, and client engagement abilities.
• Persistence, critical thinking, and analytical mindset.
• Ability to multi-task under high pressure while maintaining attention to detail.
• Flexible and adaptable team player who can also work independently when required.
• Integrity
• Expertise
• Communication
• Direct engagement with clients, operations, compliance, and support teams.
• Collaborates effectively across departments to resolve client issues and ensure smooth onboarding.
• Contributes to team knowledge-sharing and continuous improvement initiatives.

What we offer along the way

• Competitive salary and performance bonus
• Full relocation support for you and your family — flights, housing, visas, and legal assistance included
• Top-tier health insurance with full family coverage — medical, dental, vision, mental health — plus life insurance for peace of mind
• Unlimited learning opportunities: external courses, English lessons, career and leadership development
• Education allowance covering school and kindergarten fees
• 21 working days of annual leave, plus public holidays and fully paid sick, maternity, and paternity leave
• Employee appreciation program: branded gifts, birthday day-offs, celebration budgets for weddings, newborns, and milestones
• Employee share scheme — grow with us
• Meal and transport allowance
• Free sports app membership or monthly wellness allowance for your sport or fitness of choice

What your journey looks like

1. Intro call with Recruiter (30 minutes)
2. English check (30 minutes)
3. Written and verbal Cap test (45 minutes)
4. Hiring Manager interview (45 minutes)
5. Final interview (45 minutes)

What it's like here

We share the real Exness experience - our people, ideas, moments, and everything in between.

Sounds like you? Apply.

Please note: We occasionally amend or withdraw Exness jobs and reserve the right to do so at any time, including prior to the advertised closing date. Before applying, you are advised to read our data protection policy. This policy describes the processing that may be associated with your personal data and informs you that your personal data may be transferred to Exness/Exness Group companies around the world. Exness Group and its approved recruitment consultants will never ask you for a fee to process or consider your application for a career with Exness. Anyone who demands such a fee is not an authorized Exness representative and you are strongly advised to refuse any such demand.

At Exness, we're an equal opportunity employer where every individual is valued. No matter your race, color, religion, sex, national origin, sexual orientation, gender identity or disability, we welcome you. As an international fintech company, we embrace the richness of our diverse team, respecting each individual and promoting gender equality for all genders in our workforce.