Client Database Officer – Banking Operations

HN Services Portugal; Portugal; Presencial; EUR 25 000 - 35 000; Tempo integral

Resumo da oferta

HN Services Portugal is seeking a Client Database Officer to join our international banking team in Portugal. You will manage client account data, ensure accuracy, and support high-quality operational execution across local and global markets.

Key responsibilities include opening, modifying, and closing accounts, maintaining referential data, and performing controls to ensure data quality. Strong attention to detail and collaboration across teams are essential.

Qualificações

• Experience in Banking Operations or client data management is valued.
• Strong attention to detail and data quality.
• Familiarity with procedures, controls and sensitive financial data.

Responsabilidades

• Open, modify, and close cash and securities accounts.
• Maintain client and account referential data accurately.
• Support FX-related account setups and related fees.
• Perform validations to ensure data quality and accuracy.
• Maintain documentation and operational files.
• Communicate with clients and internal teams in an international environment.

Conhecimentos

Attention to detail

Analytical skills

Communication skills

Teamwork

Formação académica

Degree in Finance/Management/Economics/Banking

Ferramentas

Excel / Microsoft Office

Descrição da oferta de emprego

We’re looking for a Client Database Officer

Who We're Looking For

We are looking for a Client Database Officer to join an international banking environment in Portugal.

In this role, you will be responsible for managing and maintaining client account data, ensuring accuracy, compliance, and high-quality operational execution across local and global markets.

Professional Experience & Main Tasks

• Manage the opening, modification, and closing of cash and securities accounts
• Ensure accurate maintenance of client and account referential data
• Support sensitive account setups related to Foreign Exchange (Auto-FX, derogations and exclusions) and fees
• Perform controls and validations to ensure data quality and operational accuracy
• Maintain supporting documentation and operational files
• Communicate with clients, internal teams, and service partners in an international environment
• Ensure activities are performed with a strong focus on accuracy, controls, and attention to detail

Skills & Experience

• Academic background in Finance, Management, Economics, Banking, or a related field
• Previous experience in Banking Operations, Client Data, Account Referential, KYC/Onboarding, Middle/Back Office, or similar activities is highly valued
• Strong attention to detail and analytical skills
• Good knowledge of Excel / Microsoft Office
• Ability to work with procedures, controls, and sensitive financial data
• Strong communication and teamwork skills