We are opening a new internal position on the Digital Offshore team as a Daily Banker, based in São Paulo to support our Miami operations.
BTG Pactual US Capital LLC presents an excellent opportunity for individuals seeking to be part of a fast-growing offshore operation. The role offers significant potential for learning and professional development within a dynamic and international environment.
The Digital Offshore team is responsible for serving clients across BTG Pactual’s Digital channels — B2B, Advisors, B2C, and Necton. As a Daily Banker, you will be the operational point of contact supporting bankers based in Miami, ensuring that client requests are handled accurately, efficiently, and with a strong service mindset.
Job Duties and Activities
- Process and track client operational requests, including wire transfers, journals, standing instructions, and ACAT/asset transfers, following up end-to-end until completion.
- Support account opening workflows for individual and corporate clients, collecting required documentation, creating Salesforce leads, and coordinating with the Onboarding team until accounts are active.
- Prepare, route for signature, and track legal and compliance documents such as Powers of Attorney (POA), W-8/W-9 forms, Corporate Resolutions, and KYC files.
- Manage ongoing account maintenance, including updates to authorized participants, beneficiaries (TOD), online access, and client profile and suitability information.
- Assist with the setup and activation of banking products and services such as debit/checking accounts (Corestone), Homebroker, margin agreements, structured notes, and options programs.
- Support clients with App and Portal access, biometric setup, and technology-related issues, coordinating with internal teams for resolution.
- Notify clients of relevant account events, including received wires, security transfers, bond coupons, and maturities, ensuring transparency and proactive communication.
- Assist with corporate actions, tender offers, and alternative investment administration, including subscription documents, AML/KYC requirements, and capital call tracking.
- Manage document delivery preferences, eDelivery enrollment, statement distribution, and fee billing routines, including reconciliation and exception handling via Salesforce.
- Collaborate with internal BTG Pactual teams — including Onboarding, Compliance, Technology, and the Brazil-based support team — to resolve issues and ensure a seamless client experience.
- Maintain accurate and up-to-date records of all client interactions and service requests in Salesforce, ensuring full traceability and follow-through.
Required Experience and Skills
- Bilingual proficiency in English and Portuguese is mandatory; Spanish is a plus.
- Experience in banking operations, financial services, or a client-facing support role is preferred.
- Familiarity with operational processes such as account opening, document management, wire transfers, and KYC/AML procedures is a strong advantage.
- Experience with CRM platforms, particularly Salesforce, to log interactions and manage service workflows.
- Strong organizational skills and attention to detail, with the ability to manage multiple requests simultaneously in a fast-paced environment.
- Clear and professional communication skills in both English and Portuguese, with confidence in interacting with clients and internal stakeholders.
- Collaborative, proactive, and solutions-oriented mindset, with genuine alignment to BTG Pactual’s culture and values.
