Transversal Account Officer - DEC Operations

Finanças, Contabilidade & SegurosTempo inteiroJúnior

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

LI-Hybrid

A candidatura é feita diretamente no site da empresa — sem intermediários, sem black boxes.

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