Job Information
Bloomberg KYC Client Outreach Analyst (6 months contract) in Sao Paulo, Brazil
KYC Client Outreach Analyst (6 months contract)
Location
Sao Paulo
Business Area
Sales and Client Service
Ref #
10050496
Description & Requirements
Resumes must be submitted in English to be considered
Based in Sao Paulo - Brazil, this is an exciting opportunity to support client KYC onboarding activities while being part of the Sales organization, working closely with Compliance teams.
The KYC Outreach Liaison will be responsible for supporting the client onboarding and due diligence process for Bloomberg businesses, with a strong focus on client engagement. The role involves acting as a key point of contact for clients, facilitating KYC outreach, responding to queries on documentation and requirements, and coordinating calls to support onboarding and review activities. The successful candidate will demonstrate a solid understanding of customer due diligence processes, strong communication skills, and the ability to effectively bridge Sales, clients, and internal Compliance teams to ensure a seamless onboarding experience.
We'll Trust You To:
Act as the primary point of contact between clients and internal KYC/Compliance teams
Proactively engage with clients (via email, phone, and virtual meetings) to explain KYC requirements and documentation needs
Guide clients through the KYC onboarding and periodic review processes, ensuring clarity and timely submission of required information
Review and validate KYC documentation in line with regulatory requirements and internal policies
Escalate complex cases, discrepancies, or potential risks to senior compliance staff
Track and manage KYC cases to ensure timely progression and appropriate prioritization
Support the maintenance of accurate and up-to-date client records within internal systems
Partner with internal stakeholders to resolve client queries and improve the overall onboarding experience.
Identify opportunities to streamline client communication and KYC workflows
You'll Need to Have:
Resumes must be submitted in English to be considered
1-3 years of experience in KYC, client onboarding, or a related Compliance or client service function
Fluency in both Portuguese and English (written and spoken)
Experience in a client-facing or client service role within financial services is strongly preferred
Working knowledge of KYC/AML regulations and client due diligence process
Strong interpersonal and communication skills with the ability to explain complex requirements clearly to clients
High attention to detail and strong organizational skills
Ability to manage multiple priorities in a fast-paced environment
We’d Love to See:
Experience in a client-facing or client service role within financial services, ideally in a Sales-aligned or client outreach capacity
Familiarity with onboarding workflows and client lifecycle processes
Proficiency in Spanish would be a strong advantage
Knowledge of Electronic Trading markets/products
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