Client Experience Associate

Há 1 mês

Porto, Portugal Phiture Tempo inteiro

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 implementation
Verify requirements for client participation, including AML, anti-terrorism, and other Group procedures
Prepare supporting materials to guide and train clients during their onboarding, maintenance and offboarding journeys
Create and maintain internal procedures detailing relevant onboarding tasks
Manage start-up phase and conclusion of the contractual relationship with clients, ensuring that adopted procedures are consistent with primary reference standards
Daily Account Maintenance
Manage and update the registry and database for the provision of services and client invoicing
Manage participation in the national network used by the banks and the outsourced technology providers
Assess operational risks and constantly monitor containment measures in accordance with group policies
In accordance with applicable regulations and anti-money laundering procedures, monitor and identify and report suspicious situations
Support clients on issues related to methods of participation in services
Coordinate updates of client documentation and ensure it is published on the company website
Send applicable market/operational notices
Manage and monitor the process of issuing information reports to interested clients
Handle admission of financial instruments that can be centralised
Verify securities admission eligibility, both from a regulatory and an operational perspective
Relationship Management
Act as an interface between non-tier 1 clients and internal implementation/project teams, ensuring client requirements are accurately considered and implemented
Manage 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 managed
About 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.

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