Client Experience Associate

Há 1 mês

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:
1. 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

2. 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

3. 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

Profile:

- Strong proficiency in MS Outlook, MS Teams, Word, Excel and PowerPoint.
- Knowledge, Skills and Experience Required
- 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 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.

  • Client Experience Associate

    2 meses atrás

    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...

  • 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 OnboardingCapture client...

  • 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...

  • Client Experience Associate

    2 meses atrás

    Porto, Portugal Euronext Tempo inteiro

    Client Experience AssociateAs 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...

  • Client Experience Associate

    2 semanas atrás

    Porto, Portugal Buscojobs Portugal 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:1. Client OnboardingCapture client...

  • Client Experience Associate

    Há 6 dias

    Porto, Portugal Euronext Tempo inteiro

    Client Experience AssociateApply locations Porto time type Full time posted on Posted 30 Days Ago job requisition id R18833As 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...

  • Retail Store Associate

    Há 2 horas

    Porto, Porto, Portugal Phiture Tempo inteiro

    We're seeking a highly motivated and results-driven Retail Store Associate to join our team in Modivas, Portugal. As a key member of our sales floor team, you will be responsible for delivering exceptional customer experiences, driving sales growth, and maintaining a clean and organized store environment.About UsRalph Lauren is a global leader in the design,...

  • Customer Experience Associate

    4 semanas atrás

    Porto, Porto, Portugal Maxi-Cosi Tempo inteiro

    Job SummaryWe are seeking a skilled Customer Experience Associate to join our team and build strong relationships with retail partners and consumers. This role is ideal for individuals who thrive in customer-facing environments and have a passion for delivering exceptional service.About the RoleThe Customer Experience Associate will serve as the primary...

  • Client Experience Liaison

    Há 1 mês

    Porto, Porto, Portugal Phiture Tempo inteiro

    Join Euronext as a Client Experience AssociateAbout the RoleAs a Client Experience Associate at Euronext, you will play a vital role in guiding clients through the admission and membership process. Your expertise will ensure that client data remains up-to-date as services evolve, directly contributing to client satisfaction throughout the lifetime of the...

  • Customer Experience Associate in Porto

    3 semanas atrás

    Porto, Porto, Portugal Blu Selection Tempo inteiro

    Your role as Customer Experience Associate will involve:Company OverviewBlu Selection is an international Customer Experience Specialist, with a global presence and over 50,000 employees. Our Porto hub takes care of customer service experiences on behalf of progressive brands.SalaryWe offer a competitive package, including a gross monthly salary of €1,400...

  • User Experience Design Associate

    4 semanas atrás

    Porto, Porto, Portugal Nitro Software Tempo inteiro

    At Nitro Software, we're seeking a talented and motivated individual to join our Product Design Team as a User Experience Design Associate. As a paid intern, you'll be an integral part of our team from day one, working on meaningful projects that impact our business.We're looking for someone with a strong interest in the technology sector who is currently...

  • Business Development Associate

    3 semanas atrás

    Porto, Porto, Portugal Phiture Tempo inteiro

    Job Overview: FinTrU is seeking a Business Development Associate to join our team. This role requires a minimum of two years' experience in KYC (Know Your Customer) due diligence, with a proven track record of client-facing engagement and outreach activity.

  • Client Secretariat Associate

    Há 1 mês

    Porto, Portugal Phiture Tempo inteiro

    The Client Secretariat Associate will play a key role in ensuring effective client engagement and governance within the Euronext Securities Convergence Program and will work closely with internal teams and external stakeholders to ensure alignment between client perspectives and the organization's service offerings.This role supports the implementation and...

  • Client Secretariat Associate

    2 meses atrás

    Porto, Portugal Euronext Tempo inteiro

    The Client Secretariat Associate will play a key role in ensuring effective client engagement and governance within the Euronext Securities Convergence Program and will work closely with internal teams and external stakeholders to ensure alignment between client perspectives and the organization’s service offerings. This role supports the implementation...

  • Kyc Associates

    Há 1 mês

    Porto, Portugal FinTrU Tempo inteiro

    **Vacancy Name** KYC Associates - Porto **Vacancy No** VN640 **Location City** Porto **Overview of Role** Following our inclusion in The Sunday Times’ list of 100 fastest-growing companies, FinTrU is looking for KYC Associates to join our growing global teams. FinTrU is an award-winning RegTech/FinTech company, creating technology-enabled solutions...

  • Global Customer Experience Associate

    Há 1 mês

    Porto, Porto, Portugal Minacs Tempo inteiro

    About the RoleAs a Global Customer Experience Associate with our esteemed client in Porto, Portugal, you will be at the forefront of delivering exceptional customer experiences. This role presents an exciting opportunity to join a dynamic team and contribute to the growth of our global presence.ResponsibilitiesManage incoming phone calls and provide timely...

  • Client Secretariat Associate

    2 meses atrás

    Porto, Portugal Phiture Tempo inteiro

    The Client Secretariat Associate will play a key role in ensuring effective client engagement and governance within the Euronext Securities Convergence Program and will work closely with internal teams and external stakeholders to ensure alignment between client perspectives and the organization's service offerings.This role supports the implementation and...

  • Kyc Associates

    Há 4 dias

    Porto, Portugal Phiture Tempo inteiro

    Vacancy Name: KYC Associates - PortoVacancy No: VN640Location City: PortoOverview of Role: Following our inclusion in The Sunday Times' list of 100 fastest-growing companies, FinTrU is looking for KYC Associates to join our growing global teams.FinTrU is an award-winning RegTech/FinTech company, creating technology-enabled solutions for leading global...

  • Client Secretariat Associate

    3 semanas atrás

    Porto, Portugal Buscojobs Portugal Tempo inteiro

    Apply locations Porto time type Full time posted on Posted 2 Days Ago job requisition id R18369The Client Secretariat Associate will play a key role in ensuring effective client engagement and governance within the Euronext Securities Convergence Program and will work closely with internal teams and external stakeholders to ensure alignment between client...

  • Information Security Associate

    2 semanas atrás

    Porto, Portugal Buscojobs Portugal Tempo inteiro

    Working closely with our Investment Bank clients, FinTrU designs technology-enabled solutions to help them meet their regulatory obligations.Employing over 1,400 people across our UK, EU and US offices, we empower our people to drive innovative solutions within financial services, making a positive contribution to global clients and local communities.We have...