Description
Summary:
Join a team responsible for client data administration and account opening, ensuring validation of required information and compliance with internal procedures.
Highlights:
1. Focus on client data administration and account opening activities
2. Opportunity to contribute to process improvements
3. Support for professional development and career growth
Who are we?
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:
➡ Quantitative Finance
➡ Risk \& Compliance
➡ Operations \& Finance
➡ Transformation \& Organization
➡ Information Systems
**We are looking for a Client Data Controller**
**CONTEXT**
In this role, you will join a team responsible for **client data administration and account opening activities**, ensuring that all required information is properly validated before account setup.
You will work in a structured and risk\-aware environment, following internal procedures and ensuring the accuracy and quality of client data.
**MAIN MISSION**
To validate, authorize, and record client information required for account opening, ensuring compliance with internal procedures and documentation requirements.
**MAIN RESPONSIBILITIES**
* Review and authorize account opening requests.
* Ensure all mandatory information and documentation are available.
* Verify KYC status and signatory authorization.
* Review contractual clauses and record contract information.
* Record account opening data in internal databases.
* Ensure data accuracy and compliance with internal procedures.
* Follow up on missing or inconsistent information.
* Contribute to process improvements and activity changes.
**PROFILE \& SKILLS**
* Junior profile with interest in banking operations, client data, or KYC.
* Strong attention to detail and analytical skills.
* Organized, rigorous, and comfortable working with documentation.
* Good communication and teamwork skills.
* Client\-focused and risk\-aware mindset.
* Excellent level of English.
**TECHNICAL SKILLS**
* Microsoft Excel
* MS Office
* Client Data Management
* Account Opening
* KYC
* Data Quality Control
**WHAT WE OFFER**
* Gross annual salary aligned with your experience and seniority.
* Permanent contract (CTI).
* Meal allowance.
* 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.
* Career progression plan.
* Ongoing follow\-up and technical support provided by a Consultant Expert.
Pagamento: 15 000,00€ \- 24 500,00€ por ano
Localização do trabalho: Trabalho remoto híbrido em Lisboa