Client Service Analyst - Banking

Michael Page
Lisbon (PT)
to be defined
18 Nov 2022
04 Dec 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Sobre a vaga

Banking Institution is looking for a Client Service Analyst for their team.

Client Details

Our client is a Banking Institution based in Lisbon.


Support clients in managing a wide range of transactions for international and domestic clients, varying in complexity from ac-count bank to multi-role transactions with multiple deliverables. As the dedicated face of the Bank Cash Management, receive inquiries from selected clients and respond immediately or hand over to the appropriate operational units for handling, utilizing our web-based tracking & monitoring tool to log, co-ordinate, follow up, and provide status updates and final resolution to those clients. Respond to account/transaction related inquiries and provide solution in close coordination with internal departments or other Implementation and Service units abroad;

Work closely with Sales and Product Management team when there is any new products or enhancements to the current services to client. Liaise closely with global & regional Cash Management Implementation, Sales, Product Management, and service teams in a dynamic global environment to meet client needs;

Complete clients regular service reviews, due diligence questionnaires and visit. Develop client service plans for recently imple-mented and existing cash management clients;

Responsible for ensuring excellent service is provided to all clients;

To ensure to client satisfaction with respect to services offered under the contract and to ensure all queries and complains are attended and resolved without any escalation;

Management of a portfolio of selected Global Brand Name clients, providing a dynamic, sensitive, & professional contact point and coordinator for all their strategic and day-to-day service needs upon hand over from the Implementation team.


Experience from a Client Service, Product Implementation and Operations perspective with experience in Corporate Cash Management;

Service driven attitude, strong client focus, and empathy towards clients;

Ability to manage inquiries timely and accurately, following up to ensure client satisfaction;

Experienced accounts' daily activity management helpful;

Proficiency with software such as Outlook, Microsoft Excel, and PowerPoint. (XML, CSV is a plus);

Works collaboratively within the organization, as well as independently;

Candidates with bachelor or master;

Demonstrate good language and communication skills (English and Portuguese).

Job Offer

A good opportunity for your professional growth

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