Customer Relationship Operations

QUANTEAM - Portugal (RAINBOW PARTNERS Group); Lisboa; Híbrido; EUR 15 000 - 25 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Extra holiday: Christmas Eve or New Y​

Access to Quanteam Academy

Elevate Program for career growth

Ongoing follow-up by Consultant Expert

Resumo da oferta

Quanteam, founding entity of Rainbow Partners, is seeking a Customer Relationship Operations Specialist in Lisbon. You will review and validate client account opening requests, ensuring complete and compliant information, and maintain accurate client records.

Join a hybrid team to support Banking Operations with strong attention to detail, excellent communication, and proficiency in Excel. Fluency in English and Portuguese is required, with a permanent CTI contract and health coverage.

Qualificações

• Up to 2 years of experience in Banking Operations, Client Services, Customer Support, Back Office, KYC, Onboarding, or similar environments.
• Strong attention to detail and commitment to delivering high-quality work.
• Excellent analytical and problem-solving skills.
• Ability to manage and review client documentation with accuracy and rigor.
• Proficiency in Microsoft Office, particularly Excel.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Team-oriented mindset with a collaborative approach.
• Client-focused attitude and service-oriented mindset.
• Fluency in English and Portuguese (written and spoken).
• Hybrid position based in Lisbon.

Responsabilidades

• Review and validate client account opening requests before setup.
• Ensure all mandatory client information and supporting documentation are complete and compliant.
• Maintain and update client records within internal databases and systems.
• Verify KYC status, signatory powers, and required regulatory information.
• Review and record contractual documentation accurately.
• Perform quality controls to ensure data accuracy and completeness.
• Follow internal procedures and risk management guidelines.
• Contribute to process improvements and operational efficiency initiatives.

Conhecimentos

Attention to detail

Analytical skills

Communication skills

Team collaboration

Customer service mindset

Fluency in English & Portuguese

Ferramentas

Excel

Descrição da oferta de emprego

Quanteam, founding entity of RAINBOW PARTNERS, is a consulting firm specialized in Banking and Financial Services. With more than 1200 consultants across 10 countries, we combine business and IT expertise to support leading institutions in transformation projects.

Our core areas:

Operations & Finance

We are looking for a Customer Relationship Operations Specialist

• Review and validate client account opening requests before setup.
• Ensure all mandatory client information and supporting documentation are complete and compliant.
• Maintain and update client records within internal databases and systems.
• Verify KYC status, signatory powers, and required regulatory information.
• Review and record contractual documentation accurately.
• Perform quality controls to ensure data accuracy and completeness.
• Follow internal procedures and risk management guidelines.
• Contribute to process improvements and operational efficiency initiatives.
• Up to 2 years of experience in Banking Operations, Client Services, Customer Support, Back Office, KYC, Onboarding, or similar environments
• Strong attention to detail and commitment to delivering high-quality work.
• Excellent analytical and problem-solving skills.
• Ability to manage and review client documentation with accuracy and rigor.
• Proficiency in Microsoft Office, particularly Excel.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Team-oriented mindset with a collaborative approach.
• Client-focused attitude and service-oriented mindset.
• Fluency in English and Portuguese (written and spoken).
• Hybrid position based in Lisbon.
• This role offers a gross annual salary between 15.000€ and 25.000€, defined according to the candidate’s experience and competencies.
• Permanent contract (CTI).
• Health Insurance.
• Extra holiday: Christmas Eve or New Year's Eve.
• Access to Quanteam Academy for continuous learning and certifications.
• Elevate Program to support professional development and career growth.
• Ongoing follow-up and technical support provided by a Consultant Expert.