Client Experience Associate

Detalhes da Vaga

As a Client Experience Associate, you will guide clients through the admission and membership process and ensure client data remains up-to-date as services evolve, thus directly contributing to client satisfaction throughout the lifetime of the relationship. You'll be responsible for the execution of the following tasks:
Client Onboarding Capture client requirements for analysis, in preparation for future onboarding and service implementationVerify requirements for client participation, including AML, anti-terrorism, and other Group proceduresPrepare supporting materials to guide and train clients during their onboarding, maintenance and offboarding journeysCreate and maintain internal procedures detailing relevant onboarding tasksManage start-up phase and conclusion of the contractual relationship with clients, ensuring that adopted procedures are consistent with primary reference standardsDaily Account Maintenance Manage and update the registry and database for the provision of services and client invoicingManage participation in the national network used by the banks and the outsourced technology providersAssess operational risks and constantly monitor containment measures in accordance with group policiesIn accordance with applicable regulations and anti-money laundering procedures, monitor and identify and report suspicious situationsSupport clients on issues related to methods of participation in servicesCoordinate updates of client documentation and ensure it is published on the company websiteSend applicable market/operational noticesManage and monitor the process of issuing information reports to interested clientsHandle admission of financial instruments that can be centralisedVerify securities admission eligibility, both from a regulatory and an operational perspectiveRelationship Management Act as an interface between non-tier 1 clients and internal implementation/project teams, ensuring client requirements are accurately considered and implementedManage non-tier 1 client needs and requests on an ongoing basis, ensuring that the necessary requirements for Custody and Settlement functions are properly understood and that issues are correctly addressed and managedAbout Euronext: Euronext is the leading pan-European exchange with a unique federal model, in a mission to accelerate innovation and sustainable development across Europe. From raising equity to traded products, issuer services to market data, Euronext addresses the needs of marketplaces, investors and companies, playing a crucial role in connecting European businesses to capital markets, fostering economic growth, and providing listing opportunities for companies of varying sizes.
We are proud to be an equal opportunity employer. We do not discriminate against individuals on the basis of race, gender, age, citizenship, religion, sexual orientation, gender identity or expression, disability, or any other legally protected factor. We value the unique talents of all our people, who come from diverse backgrounds with different personal experiences and points of view and we are committed to providing an environment of mutual respect.

#J-18808-Ljbffr


Salário Nominal: A acordar

Fonte: Jobleads

Função de trabalho:

Requisitos

Business Analyst

Company DescriptionA Alter Solutions Portugal é uma empresa de Consultoria em Tecnologia da Informação, catalisadora da Transformação Digital, integrante do ...


Alter Solutions - Porto

Publicado 3 days ago

Business Analyst

Job Description Business environment: Regulatory IT Transversal team have in its scope the bridge between Regulatory Business requirements and IT and support...


Alter Solutions - Porto

Publicado 3 days ago

Gestor De Negócio (M/F), Full Time, Porto

Projeto inovador no ramo de atividade em que atua recruta Gestor de Negócio para dinamização e expansão do negócio Perfil: - Mínimo 12º ano de escolarid...


Rh - Porto

Publicado 3 days ago

Baixa Do Porto Gestor(A) De Negócios – Comissões Até 60%

O mercado imobiliário esta sempre em constante mudança, e com isso surge a necessidade de expandir. A Promag é uma empresa que trabalha com transações imobi...


Promag - Porto

Publicado 3 days ago

Built at: 2024-11-22T04:35:46.298Z