Client Service Officer - Portugal Desk (VIE) (M/F)

missions

• Prepare account opening documents, manage prospect information, and ensure that the data is entered into the designated systems.
• Prepare and monitor daily operations: accounts receivable management, wire transfers, and cash outflows.
• Monitor schedules (credits, renewals, etc.)
• Monitor document tracking and client file maintenance throughout the client relationship. In this role, you will work directly with the client and the bank's management team.
• Promote the use of digital channels in your interactions with customers.
• Manage and implement internal and external processes and regulations.
• Prepare account statements: reporting, financial proposals and summaries, preparation of product and service subscription documents, drafting of documents for signature, updating customer files, etc.
• Ensure on-call coverage for the bank's other departments (Life Insurance, Asset Management, Legal, etc.)
• Regular integration

Requirements

• Minimum level of education: Bac +5 / M2 and above
• Experience: 0–2 years
• Previous experience in the banking sector, working on teams that interact with customers, would be an asset.
• Languages: Fluent in Portuguese and Spanish.

Compétences recherchées

• Knowledge of current regulatory requirements regarding compliance and the associated procedures;
• Interest in the financial sector;
• Ability to interact with stakeholders and a commitment to customer service;
• Be thorough, organized, and proactive;
• English proficiency;
• Excellent communication and presentation skills;
• Knowledge and experience with investment products;
• Good knowledge of banking regulatory requirements.

Information technology tools

• Proficiency in Microsoft Excel, Word, PowerPoint, and other computer applications;
• Knowledge of BI, BA, and database management systems would be a plus.