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Work as Transversal Account Officer in Lisbon, managing client operations across the investment cycle.
Join BNP Paribas for a hybrid role focused on client service and operational excellence.
About the job
The mission of Transversal Account Officer consists of protecting our clients’ assets and managing their operational transactions throughout the whole investment cycle. The primary focus of the Transversal Account Officer is to perform our responsibilities under a controlled environment that is compliant with strict regulatory rules and guidelines while providing superior client services and solutions. As part of DEC business line (Derivatives Execution & Clearing), the account manager in the Transversal Account Officers team must handle middle office and back-office activities on their scope
Your Main Activities Are
- Ensure that all clients (internal and external) related issues, queries and request are addressed in an efficient, accurate and timely manner
- First point of contact for all client queries and requests
- Guarantee the correct flow of communication between client and Back Office teams
- Follow up of pending client queries and requests closely
- Identify, assess, monitor and control the risks of the activity
- Participate in meetings with Sales and Relationship Managers regarding client topics
- Collect data from the client email communication
- Build KPIs and improve client experience
- Prepare and send daily/monthly management reports
- Participate in projects to drive the business forward to deliver internal system releases
Profile and Skills to Success
- Bachelor’s Degree in Economics, Finance and Accounting
- Up to 2 years of Experience in Banking and Financial Operations
- Proficiency in Microsoft Office Pack (MS Excel and MS PowerPoint)
- Proficiency in Operations and Processes - Clearing
- Fluency in English
- Availability to work from 10h to 19h
- Client focused
- Organisational skills
- Communication skills - oral & written
- Ability to collaborate/Teamwork
- Ability to set up relevant performance indicators
Why joining BNP Paribas?
- · Leading banking institution
BNP Paribas is the European Union’s leading bank, and key player in international banking. It operates in 63 countries and has nearly 183.000 employees, including more than 146.000 in Europe.
- · Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 8.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centers providing value-added services to various countries where the BNP Paribas Group also operates.
- · International reach
Thanks to its international presence and regular and close collaboration among its different entities, BNP Paribas has the resources to support all clients with financing, investment, savings and protection solutions that help make their projects a success. BNP Paribas holds key positions in its three core operating divisions:
Retail Banking , a division that brings together all of the Group’s retail activities and specialised business lines;
Investment &
Protection Services that include specialised businesses offering a wide range of savings, investment and protection services;
Corporate & Institutional Banking division that offers tailored financial solutions for corporate and institutional clients.
- * Commitment towards work/life balance
At BNP Paribas we care about our employees wellbeing and promote a culture of good integration between work and rest. We believe our employees have rich personal lives outside of work, being fundamental to be disconnected from work to recharge both physically and mentally. Only through this balance we may all be at our best while working.
- · Remote Working Conditions
At BNP Paribas, we embrace a Smart Working framework based on trust, autonomy and collaboration. Within this framework, eligible employees can benefit from flexible remote working modalities adapted to our hybrid working environment. To guarantee a comfortable and efficient working set-up, eligible employees are provided with both the office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional equipment at reduced prices.
- * Please note that only applications submitted in English will be considered.
- * In case you are selected for this role, further documentation will be requested to support your hiring process.
To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal
Diversity and Inclusion commitment
BNP Paribas is an equal