Customer Service Officer (Legal Assistant Profile) Lisboa

Customer Service Officer (Legal Assistant Profile)
Lisboa
Lisboa, Lisboa, Portugal

Who are we?

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 980 expert consultants, representing 35 different nationalities, collaborates across 12 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto, Casablanca, Madrid and Singapore. Committed to sustainability (Ecovadis Gold), diversity (gender index: 92%), and quality of work life (Best Workplace Experience), Quanteam is a
- thinking enterprise.

Our Expertise

With a dual expertise in both business and IT, Quanteam supports its corporate clients (investment banks, asset management companies, private and retail banks, custodians, etc. ) across the entire Front-to-Back spectrum in evolving their business activities and transformation projects.

Our teams are organized into 5 expertise areas:

➡ Quantitative Finance

➡ Risk, Compliance, and Regulatory

➡ Operations and Finance

➡ Transformation and Organization

➡ Information Systems

In 2023, Quanteam generated a revenue of €74. 6 million.

We are looking for a Customer Service Officer (Legal Assistant Profile)

MAIN TASKS:

• Analyze the documentation provided by clients (i. e. verification of signatures, identification of persons; and certify that all documentation is attained in accordance with Banco de Portugal’s legislation and with the Group procedures);
• Opening of new accounts/sub-accounts and document, in dedicated tools, the authorized signatories and their respective delimitation of powers according to the signing instruction provided by clients;
• Ensure the updates of client details, add/remove authorized signatories further to clients’ instructions;
• Close of clients’ accounts following the group procedures;
• Report to the Banco de Portugal/Central Bank on a daily basis the list of individuals provided by the fiscal authorities (i. e.pledge accounts)

YOUR PROFILE AND SKILLS:

• University degree, preferably in Law / Regulation / Economics/ Management
• Good knowledge of Microsoft Office tools, especially Excel
• Excellent verbal, presentation and written communication skills
• Rigorous, attention to detail and risk aware
• Strongly committed and collaborative
  - set
• Team player
• Fluency in English (written and spoken)
• Hybrid role – 40% at the office, 60% remote based in Lisbon

If you feel this opportunity is for you, send your CV and join our team!