Transversal Account Officer

Axians | Digital Solutions - Tech Talent; Lisboa; Presencial; EUR 25 000 - 42 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Employee assistance program

Performance bonuses

Resumo da oferta

Axians is seeking a Transversal Account Officer to support operations in an international financial services project. You will handle client inquiries, manage service delivery, monitor risks and contribute to process improvements.

A background in banking operations and clearing processes is highly valued. You will work in a fast-paced environment, liaising with clients and internal teams, using MS Office tools to create reports and dashboards.

Qualificações

• Previous experience in Banking Operations, Financial Services, Middle Office, Back Office, or similar environments
• Knowledge of clearing processes and operational workflows within financial institutions
• Understanding of investment lifecycle activities and operational controls
• Experience handling client requests and managing service delivery activities
• Strong knowledge of Microsoft Office, particularly Excel and PowerPoint
• Ability to prepare management reports and operational dashboards
• Fluency in English

Responsabilidades

• Ensure all client issues and requests are addressed efficiently, accurately and timely
• Be the first point of contact for all client queries and requests
• Follow up on pending client queries and requests
• Identify, assess, monitor and control activity risks
• Build KPIs and improve client experience
• Prepare and send daily and monthly management reports

Conhecimentos

Client Service & Relationship Mgmt

Banking Operations

Clearing & Post-Trade

Investment lifecycle

Client requests & service delivery

MS Office (Excel, PowerPoint)

Management reports & dashboards

English fluency

Ferramentas

Excel

PowerPoint

Descrição da oferta de emprego

Join Axians, where innovation thrives on trust and autonomy, and where every challenge is an opportunity to create technology with impact.

Transversal Account Officer

What We Are Looking For

We are looking for a Transversal Account Officer to join an international project within the financial services sector.

In this role, you will be responsible for supporting operational activities throughout the investment lifecycle, ensuring high-quality service delivery while maintaining compliance with regulatory and operational standards. You will act as a key point of contact for clients and stakeholders, contributing to risk monitoring, process efficiency, and continuous improvement initiatives.

This is an excellent opportunity for professionals with a background in banking operations, clearing activities, and client service who are looking to grow within an international and fast-paced environment.

What You Will Do on a Daily Basis

• Ensure that all clients (internal and external) related issues, queries and request are addressed in an efficient, accurate and timely manner


• First point of contact for all client queries and requests


• Follow up of pending client queries and requests closely


• Identify, assess, monitor and control the risks of the activity


• Build KPIs and improve client experience


• Prepare and send daily/monthly management reports

Your Key Skills

• Client Service and Relationship Management


• Banking Operations


• Clearing and Post-Trade Processes

Your Main Qualifications

• Previous experience in Banking Operations, Financial Services, Middle Office, Back Office, or similar environments


• Knowledge of clearing processes and operational workflows within financial institutions


• Understanding of investment lifecycle activities and operational controls


• Experience handling client requests and managing service delivery activities


• Strong knowledge of Microsoft Office, particularly Excel and PowerPoint


• Ability to prepare management reports and operational dashboards


• Fluency in English

What We Offer

Stable professional career

Working with Axians projects becomes an asset to those of us who want to offer stability through a secure career.

Prospects for career advancement

You can access training and new certifications that will further elevate your skills. The 360° evaluation from managers and peers will also allow you to evolve.

Work Life Balance

By collaborating with Axians, you will be able to reconcile work and family requirements without neglecting either area.

Attractive, evolving compensation

When working with Axians, you will have access to performance bonuses in addition to an attractive salary pack (base salary + benefits). You are also entitled to health insurance and an employee assistance program for you and your family (Psychological, Legal, Psychosocial, and Financial support).

Axians is the VINCI Energies brand dedicated to Information Technology and Digital Transformation. With an international presence and a people-to-people approach, we combine technology, innovation, and proximity to create real impact for organizations and society.

Join Axians

At Axians, we believe that talent does not fit a single profile. We value diversity and promote an inclusive environment where everyone has the opportunity to grow and contribute. If you have a disability or impairment, we are committed to ensuring equal opportunities throughout the recruitment and onboarding process. Whenever needed, we provide reasonable accommodations so that you can participate on an equal basis. If you require any accommodation, please let us know by contacting us at [e-mail].