Account Services Analyst

Itaú BBA in Europe; Lisboa; On-site; EUR 32,000 - 45,000; Full time

Benefits offered by this job

International work environment

Career development opportunities

12-month contract

Job summary

Itaú Europe is seeking an Account Services Analyst to join our Credit & Account Services team in Lisbon. You will perform client onboarding and account maintenance while ensuring data integrity and regulatory compliance, acting as a liaison with internal stakeholders across functions.

The role requires university degree, experience in account services or client data management, and proficiency in Excel and PowerPoint. Night shifts may apply in a dynamic, international setting.

Qualifications

• University degree required and relevant experience in Account Services or Client Data Management.
• Strong attention to detail and ability to work in a fast-paced environment.
• Proactive, self-driven with capacity to work with international teams.

Responsibilities

• Perform client onboarding and account maintenance activities, ensuring accuracy and compliance with internal and regulatory requirements.
• Ensure the integrity, quality, and governance of client data across systems.
• Manage account-related fees and service configurations.
• Perform investigations, root cause analysis, and operational reviews to identify and mitigate operational risks.
• Support regulatory, audit, and compliance-related requests.
• Participate in strategic projects, system enhancements, and testing activities.
• Identify opportunities to streamline processes and strengthen controls.
• Act as a key point of contact for internal stakeholders, business teams, compliance, risk, legal, and technology teams.
• Contribute to process documentation, governance, and continuous improvement initiatives.
• Provide guidance and share knowledge to junior team members.

Skills

Account services

Client data management

Onboarding

Regulatory compliance awareness

Attention to detail

Proactive

Teamwork in international environment

Education

University degree

Tools

Excel

PowerPoint

Job description

Are you interested in working in FINANCIAL MARKET?

We are looking for an Account Services Analyst to join our team.

Who are we?

Itaú Europe is a subsidiary of Itaú Group, the largest banking institution in Brazil and in Latin America. We believe that talent and innovation flourish in a diverse and inclusive environment, so we are a Bank driven by diverse people, committed to generating value for our customers and our society. We want our employees, the Itubers, to feel welcome to bring as much of their true selves to work as they like.

Therefore, we encourage all candidates to apply regardless of gender, race, disability, sexual orientation, and any other characteristic that could be subject to discrimination.

We don’t have all the answers We have each other’s back We treasure diversity We are driven by results We put the client first We make choices and decisions Ethics are non-negotiable

We are in constant transformation and looking for a self-motivated, proactive, and flexible Account Services Analystto join our Credit & Account Services team in Lisbon.

What does the Operations area do?

It provides service excellence in operations focusing on client needs. We do this by ensuring best practices of execution on services related to Funds, Cash/Securities Management and Settlements, Payments, Reconciliation, and Control of Credit Operational Business, as well as Account Maintenance documentation.

What would be your key responsibilities?

• Perform client onboarding and account maintenance activities, ensuring accuracy and compliance with internal and regulatory requirements;
• Ensure the integrity, quality, and governance of client data across systems;
• Manage account-related fees and service configurations;
• Perform investigations, root cause analysis, and operational reviews to identify and mitigate operational risks;
• Support regulatory, audit, and compliance-related requests;
• Participate in strategic projects, system enhancements, and testing activities;
• Identify opportunities to streamline processes and strengthen controls;
• Act as a key point of contact for internal stakeholders, business teams, compliance, risk, legal, and technology teams;
• Contribute to process documentation, governance, and continuous improvement initiatives;
• Provide guidance and share knowledge to junior team members.

What are we looking for?

• Availability to work night shift (2pm - 11pm) and/or rotative schedule;
• University degree required;
• Relevant experience in Account Services or Client Data Management;
• Experience with client onboarding, account maintenance and operational controls;
• Knowledge of Excel and PowerPoint;
• Strong attention to details;
• Proactive, self-driven and able to help enhance the system and workflow;
• Able to perform in a high-paced environment within tight time frames;
• Team player with an open-minded approach towards other cultures and ability to work in an international team.

What can you expect?

• Type of contract: 12-month contract, with possibility of renewal;
• Competitive compensation;
• A dynamic, fast-paced, challenging and international working environment;
• Development and growth opportunities to support you in your career.