General Information
Ref #
123456789010114736
Country
Portugal
Region
Lisboa
City
Lisboa
Contract type
Fixed Term Contract
Professional Family
F15 - OPERATION PROCESSING
Description
About the job
- The Account Life Cycle Officer’s main mission is to be one of the five Single Point of Contacts (SPOC) of the End-to-End Coordinator for Client On-boarding, while being the Pivot between the involved teams in accounts opening, the Client and the End-to-End Coordinator for Client On-boarding (new client, service extension, fund creation, offboarding, in some case third party AM), upon End-to-End Coordinator request
- Also, the Account Life Cycle Officer is responsible for performing the business as usual (BAU), which is additional account opening for an existing LCN and existing products, upon Client’s request
Your Main Activities Are
- Initiate the Life Cycle process for opening, modification and closure, while ensuring the identification of services required by the client and that will impact the accounts and the related tools
- Verify the Know Your Customer (KYC) requirements concerning the opening’s account and any blocking point could be coordinated with the SPOC in charge of KYC process
- Prepare and update as necessary a checklist to collect a detailed documentation with the client
- Manage the Life Cycle process for opening, modification and closure, by collecting the Account Opening Form (AOF) and ensuring it has been properly completed
- Complete the Account Setup Form (ASF) and any specific forms potentially required by specific teams
- Launch the Account Management Process in the dedicated tool
- Follow-up the workflow to identify any risk of blocking point that could influence the respect of the Service Level Agreement (SLA) contract as signed with the client
- Coordinate the actions between the different teams to issue the workflow until its ended point
- Collect the confirmation of that the setups are correctly done, especially for sensitive settings
- Send to End-to-End Coordinator or Client the confirmation of opening and modification of setup done and uring all the process (on-boarding or BAU), influencing the progression in a positive way and reducing the negative impacts for all stakeholders, helping them to understand the aim and how to provide the best service. Additionally, compile the knowledge of the tools, products and the teams
Profile and Skills to Success
- Bachelor’s degree in International Relations, Law, Management or any related field
- Up to 2 years of experience in Client Management or Banking and Financial Operations
- Great communication skills and fluency in English, both written and oral
- Comfort with Microsoft Office tools, namely Excel
- Client focused mindset with the ability to communicate, interact and engage in an impactful manner
- Ability to cope with pressure and short deadlines and ability to multi-task and adapt to changing priorities
#LI-Hybrid
Why joining BNP Paribas?
BNP Paribas, the European leader in banking and financial services in Europe, operates in 64 countries and has nearly 180,000 employees. The Group is structured around three operating divisions. Its business lines cooperate closely, as part of our integrated model, to meet the needs of all our clients in a coordinated manner:
- Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
- Commercial, Personal Banking & Services (CPBS), brings together all the Group’s commercial & personal banking and several specialised businesses;
- Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment andreal-estate.
Our presence in Portugal
In Portugal since 1985, BNP Paribas today has more than 9.700 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.
Diversity and Inclusion Commitment
BNP Paribas´ ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Group’s Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility - Diversity & Inclusion strategy, BNP Paribas Portugal is committed to:
- Promote a fair and unbiased recruitment process and offer professional development opportunities to all employees;
- Celebrate diversity and advocate for inclusion, both externally and internally, encouraging employee’s participation, creating space for different voices to be heard.
To foster the effort of BNP Paribas Portugal, multiple initiatives and events take place throughout the year where our people can find out more on the importance of diversity inclusion at the workplace and in our society.
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 options adapted to our hybrid working environment. To ensure a comfortable and efficient working setup, eligible employees are provided with both office and home equipment, are entitled to an equipment allowance and can benefit from exclusive partnerships to purchase additional items at reduced prices.
Commitment towards work/life balance
Supporting employees in a hybrid way of working while providing them with the means to maintain a work-life balance is an essential dimension of our Smart Working program. At BNP Paribas, we care about our employees’ wellbeing and promote a culture of good integration between work and personal life.
To find out more on why you should join BNP Paribas please read our Employee Value Proposition and our Career path page.
* 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.