Client Experience AssociateApply locations Porto time type Full time posted on Posted 30 Days Ago job requisition id R18833
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:
1. 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 standards2. Daily 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 websiteSending 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 perspective3. Relationship 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, ensure that the necessary requirements for Custody and Settlement functions are properly understood and that issues are correctly addressed and managedProfile: Strong proficiency in MS Outlook, MS Teams, Word, Excel and PowerPoint.Bachelor's or Master's degree, ideally in business management or finance.2-3 years of successful experience in a client facing role is an advantage.Fluency in English and French is required. Fluency in Italian and/or Dutch will be considered an advantage.Flexibility to travel frequently, potentially including extended stays.Demonstrated ability perform well, keep composure, and meet deadlines in a fast-paced, transforming and results-driven environment.Strong organisational skills with ability to perform and prioritize multiple tasks.Strong analytical and problem-solving capabilities; ability to quickly gain a deep understanding of a wide span of complex operational and regulatory matters.Fast learner and proactive behaviour with excellent attention to detail.Experience in working with international teams.Ability to work independently.Euronext Values Unity • We respect and value the people we work with
• We are unified through a common purpose
• We embrace diversity and strive for inclusion
Integrity • We value transparency, communicate honestly and share information openly
• We act with integrity in everything we do
• We don't hide our mistakes, and we learn from them
Agility • We act with a sense of urgency and decisiveness
• We are adaptable, responsive and embrace change
• We take smart risks
Energy • We are positively driven to make a difference and challenge the status quo
• We focus on and encourage personal leadership
• We motivate each other with our ambition
Accountability • We deliver maximum value to our customers and stakeholders
• We take ownership and are accountable for the outcome
• We reward and celebrate performance
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.
Additional InformationThis job description is only describing the main activities within a certain role and is not exhaustive. It does not prevent to add more tasks, projects.
About UsEuronext is the leading pan-European market infrastructure, connecting European economies to global capital markets, to accelerate innovation and sustainable growth. It operates regulated exchanges in Belgium, France, Ireland, Italy, the Netherlands, Norway and Portugal. With close to 1,930 listed issuers and around €6.3 trillion in market capitalisation as of end December 2022, it has an unmatched blue-chip franchise and a strong diverse domestic and international client base. Euronext operates regulated and transparent equity and derivatives markets, one of Europe's leading electronic fixed income trading markets and is the largest centre for debt and funds listings in the world. Its total product offering includes Equities, FX, Exchange Traded Funds, Warrants & Certificates, Bonds, Derivatives, Commodities and Indices. The Group provides a multi-asset clearing house through Euronext Clearing, and custody and settlement services through Euronext Securities central securities depositories in Denmark, Italy, Norway and Portugal. Euronext also leverages its expertise in running markets by providing technology and managed services to third parties. In addition to its main regulated market, it also operates a number of junior markets, simplifying access to listing for SMEs.
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