CapLink Private Web Portal – Client Onboarding Analyst
6 dni temu
We are BNP Paribas S.A. (Branch in Poland), a part of BNP Paribas Group with 200 years of experience in banking. Since 2008, we are at the heart of Warsaw, and now we are also in Krakow. As Corporate and Institutional Banking (CIB), we offer financial solutions for corporate and institutional clients in a number of locations globally. Our Securities Services business line is a multi-asset servicing specialist. We are an exciting, dynamic, and growing operations centre; therefore, we are looking for candidates who are willing to be a vital part of the expansion of BNP Paribas' operational scope in Poland. It's our values that drive us forward and are a cornerstone of our business. We rely on our strengths, which include stability, responsibility, expertise, and being a good place to work.
BNP Paribas is looking for a CapLink Private Web Portal – Client Onboarding Analyst . The client onboarding analyst will lead new client onboardings to our digital CapLink Private portals. You will collaborate with Client relationship managers, Sales teams, Operational teams, BNP Paribas IT and Client service desk. This role is responsible for ensuring all requirements are in place for the onboarding, delivering trainings to clients and stakeholders during the process of onboarding, as well as conduct training sessions to support updates and feature releases of the portals, managing users access, and providing ongoing technical support to clients and application users.
CapLink Private Web Portal – Client Onboarding Analyst
Responsibilities:
Lead the on-boarding process, verifying that all the requirements are in place for client setup;
Work jointly with Product Development, Operations, IT and Client Service Desk teams in the context of a new client onboarding into CapLink application;
Deliver training sessions/provide support with onboarding into CapLink application (this may include travelling to client's location at onboarding stage)
Perform user access management (creation/ modification/ reconciliation);
Provide technical service support for Private Capital clients using the web portal;
Navigate the portal and understand its standard functionalities (including understanding of eFront - FIA);
Facilitate internal walkthroughs and training sessions to support any change implementation/ new features and releases;
Answer incoming client queries related to the web portal usage & user set up/ access;
Answer client's analytical query – clarify analytics issue or re-route with Stokehold Direct client's operational query (contents related) to Operational Team as needed / consult with relevant Operational Team client's operational query (contents related) as needed;
Requirements:
Experience in banking / financial sector / Securities Services;
University degree;
Fluent working knowledge of English
Independence in the performance of entrusted tasks;
Active listening and negotiations skills;
Excellent organizational & communication skills;
Stress resistance and ability to work under deadlines;
Knowledge of legal acts related to the financial / banking sector;
We offer:
Hybrid work mode, 50% working from home within a month
Equivalent for remote work expenses (120 PLN per month)
Stable employment in the international company
Fully paid private medical care for employee
Pre-paid lunch card
Employee Pension Plan
Co-financed Multisport Card
MyBenefit Cafeteria Platform
Life insurance
Car parking availability in the office building
Trainings and development opportunities
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