US Custody Account Manager

October 17, 2024

US Custody Account Manager

Reference48313287

  • Permanent
  • PT-LIsboa
  • OPERATION PROCESSING
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About the job

  • As an Account Manager you are in charge of all the clients’ requests related to the US activity for Local and Global Custody
  • Provide high quality of service by being the point of contact for our clients by managing:

– Request for Proposal (RFP) & Onboarding Process

– Service Level Agreement (SLA) Fullfilment

  • Deliver an excellent support and added value to a long lasting relationship

Your Main Activities Are

  • Contribute to clients’ satisfaction by providing a good quality of service by having a detailed knowledge of the activity and control of the systems used
  • Keep a continuous improvement mindset, being a source of suggestion to improve daily processes and/or new ones and working in cooperation with the colleagues
  • Contribute to a good flow of information both internally (internal business partners) and externally towards the client
  • Resolve all incoming queries (as soon as possible) providing initial acknowledgment in line with clients’/branches’ SLA and issue quality responses based on established criteria
  • Log all queries and client service requests in the correct tools to allow statistical analysis of activity
  • Maintain client details’ updated in all necessary tools and contact list databases
  • Guarantee that all procedures assigned are updated on an ongoing basis, taking into account market, service and product changes and/or potential risk factors
  • Develop a good level of knowledge of markets, financial instruments and market changes by regular use of various information sources (Market Updates, Client Updates, market announcements, etc…)
  • Be active in the continuous improvement of the team’s processes, proposing and defining projects for improving service; participate in User Acceptance Testing in order to contribute to system upgrades and its development and formalise evolutions detected with clients (organization, activity…) and advise supervision and management

Profile and Skills to Success

  • Bachelor’s degree in Economics, Finance or Accounting
  • Up to 2 years of relevant experience in Banking and Financial Operations 
  • Fluent (C1-C2) level of English 
  • Ability to collaborate / teamwork 
  • Attention to detail / rigor 
  • Client focused 
  • Organisational skills 
  • Skills in Office pack (namely Excel)

#LI-Hybrid 

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 centres 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.

· Diversity and Inclusion commitment 

BNP Paribas is an equal opportunity employer and proud to provide equal employment opportunity to all job seekers. We are actively committed to ensuring that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity/paternity, race, religion or belief, sex or sexual orientation. Equity and diversity are at the core of our recruitment policy because we believe that they foster creativity and efficiency, which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our 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. 

To find out more on why you should join BNP Paribas visit https://bnpp.lk/why-BNP-Paribas-Portugal

* 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.

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