Client Experience Associate

2 meses atrás

Porto, Portugal Euronext 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 a 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
- Sending 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, ensure that the necessary requirements for Custody and Settlement functions are properly understood and that issues are correctly addressed and managed

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 Information

This 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.

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