Andrey V. Saraiva
Sofia,Bulgaria
Summary
Dynamic professional with extensive experience at flatexDEGIRO, specializing in client support and financial analysis. Demonstrated success in improving operational efficiency and optimizing onboarding processes. Proficient in financial market concepts and effective problem-solving, contributing to high levels of client satisfaction and communication.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Trading Assistant - Associate
flatexDEGIRO
Sofia, Bulgária
03.2025 - Current
- Delivered client support via phone and email for clients in Portuguese and English.
- Facilitated client administration tasks, ensuring seamless operations.
- Guided onboarding of new clients to streamline integration processes.
- Monitored incoming payments.
- Assisted processing of portfolio transfers.
- Managed corporate actions and conducted client due diligence.
- Served as primary contact point, enhancing communication efficiency.
Trading Assistant - Analyst
flatexDEGIRO
Sofia, Bulgária
05.2023 - 03.2025
- Delivered client support via phone and email for clients in English.
- Facilitated client administration tasks, ensuring seamless operations.
- Guided onboarding of new clients to streamline integration processes.
- Monitored incoming payments.
- Assisted processing of portfolio transfers.
- Managed corporate actions and conducted client due diligence.
- Served as primary contact point, enhancing communication efficiency.
Social Media Content Moderator
Teleperformance
Athens, Greece
10.2020 - 12.2022
- Analyzed and authenticated user profile data to ensure accuracy and compliance.
- Ensured adherence to company guidelines during all data processing activities.
- Submitted data blocks to enhance Machine Learning system performance.
- Trained client AI to automatically recognize and categorize submitted IDs.
Monitor and Customer Care Rep. (TIERII)
Teleperformance
Atenas, Grécia
09.2019 - 10.2020
- Managed customer interactions through chat, email, and telephone to meet satisfaction goals.
- Analyzed interaction quality to identify improvement opportunities.
- Collaborated with Corporate Resolution Team to resolve sensitive Tier II cases efficiently.
Sales Manager
Verba Extra, Lda
Lagos, Portugal
01.2011 - 03.2017
- Managed company's cash flow to ensure financial stability.
- Handled supplier relations and processed timely payments.
- Provided customer service while maintaining optimal merchandise and stock levels.
Education
Capital Markets & Securities Analyst - Financial markets
Corporate Finance Institute (CFI)
07.2025
Bachelor of Business Administration - BBA - Business
Universidade do Algarve
01.2017
Bachelor of Business Administration - BBA - Business
ISEG - Lisbon School of Economics & Management
01.2016
Skills
- Financial analysis
- Microsoft Excel
- Problem solving
- Financial markets
- Data analysis
- Team collaboration
- Technical troubleshooting
- Product knowledge
Certification
• Excel Fundamentals - Formulas for Finance
• Equity Markets fundamentals
• Professional Ethics
• Fixed Income Fundamentals
• The Complete Guide to the Global Capital Markets
• Customer Service Foundations
• Equity Markets fundamentals
• Professional Ethics
• Fixed Income Fundamentals
• The Complete Guide to the Global Capital Markets
• Customer Service Foundations
Languages
- Português, Native or Bilingual
- Inglês, Full Professional
Languages
Portuguese
Native/ Bilingual
Timeline
Trading Assistant - Associate
flatexDEGIRO
03.2025 - Current
Trading Assistant - Analyst
flatexDEGIRO
05.2023 - 03.2025
Social Media Content Moderator
Teleperformance
10.2020 - 12.2022
Monitor and Customer Care Rep. (TIERII)
Teleperformance
09.2019 - 10.2020
Sales Manager
Verba Extra, Lda
01.2011 - 03.2017
Capital Markets & Securities Analyst - Financial markets
Corporate Finance Institute (CFI)
Bachelor of Business Administration - BBA - Business
Universidade do Algarve
Bachelor of Business Administration - BBA - Business
ISEG - Lisbon School of Economics & Management