Settlement Claims Officer

QUANTEAM - Portugal (RAINBOW PARTNERS Group); Porto; Híbrido; EUR 15 000 - 39 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health Insurance

Extra holidays

Quanteam Academy access

Elevate Program

Consultant Expert support

Resumo da oferta

Quanteam, the founding entity of Rainbow Partners, seeks a Settlement Claims Officer for a hybrid role based in Lisbon. You will analyze and investigate client claims related to late settlements and manage them through resolution.

The role requires 0–2 years in Finance or Banking, fluent English, and strong analytical skills. A permanent CTI contract with health insurance and ongoing professional development programs is offered.

Qualificações

• Bachelor's degree in Finance, Economics, Accounting, Management or a related field.
• 0–2 years of professional experience, preferably in Finance, Banking, Operations or similar environment.
• Fluent English is mandatory, particularly written English.

Responsabilidades

• Analyze and investigate client claims related to late settlements.
• Review the settlement process to identify root causes and financial impact.
• Manage claims from detection through resolution, including follow-up of payments.
• Interact with clients and external counterparties regarding claims and payments.
• Collaborate with Front, Middle and Back Office teams to resolve claims.
• Register and maintain claims accurately in databases with proper documentation.
• Perform first-level controls to assess legitimacy and accuracy of claims.
• Follow up on outstanding claims and payments within deadlines.
• Monitor cash breaks and support generation and follow-up of payments.
• Assess financial impact of claims on trading portfolios.
• Identify process improvements to reduce operational and settlement risks.
• Support formalization and improvement of team procedures and guidelines.
• Manage a high volume of claims with accuracy, responsiveness, and quality.

Conhecimentos

Fluent English

MS Office Excel

Analytical skills

Communication skills

Formação académica

Bachelor's degree in Finance, Economics, Accounting, Management or related field

Ferramentas

MS 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 Settlement Claims Officer

Main Tasks

• Analyze and investigate client claims related to late settlements, ensuring their accuracy and completeness.


• Review the full settlement process to identify the root cause of claims and assess their financial impact.


• Manage claims from detection through resolution, including follow-up of outstanding payments and receipts.


• Interact directly with clients and external counterparties regarding claims, payment status and resolution.


• Collaborate closely with Front Office, Middle Office and Back Office teams to investigate and resolve claims.


• Register and maintain claims accurately in the relevant databases, ensuring proper documentation and follow-up.


• Perform first-level controls to assess the legitimacy and accuracy of claims.


• Follow up on outstanding claims and payments within the required deadlines.


• Monitor cash breaks and support the generation and follow-up of payments.


• Assess and reflect the financial impact of claims on the relevant trading portfolios.


• Identify process improvements and contribute to reducing operational and settlement risks.


• Support the formalization and continuous improvement of team procedures and operating guidelines.


• Manage a high volume of claims while maintaining accuracy, responsiveness and quality of service.

Main Skills & Requirements

• Bachelor's degree in Finance, Economics, Accounting, Management or a related field.


• Ideally 0–2 years of professional experience, preferably in Finance, Banking, Operations or a similar environment.


• Previous experience with Settlement, Claims or Financial Markets Operations is a strong plus, but not mandatory.


• Good understanding of financial processes and strong analytical and investigative skills.


• Fluent English is mandatory, particularly written English, as communication and documentation are primarily in English.


• Good knowledge of MS Office, particularly Excel.


• Strong attention to detail and ability to work accurately with high volumes of information.


• Ability to investigate issues across different stages of a process and identify root causes.


• Strong communication and interpersonal skills, with confidence in interacting with clients and internal stakeholders.


• Proactive and solution-oriented mindset, with the ability to take ownership of issues.


• Resilience and ability to perform effectively under business pressure and tight deadlines.


• Strong teamwork and collaboration skills, particularly when working with Front, Middle and Back Office teams.


• Client-focused approach and professional communication style.


• Ability to prioritize tasks and manage competing demands in a fast-paced environment.


• This role offers a gross annual salary between 15.000€ to 38.500€, 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.

Hybrid position based in Lisbon