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 in order 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 Stakehold 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; 
• Contribute to all internal and external meetings/calls related to assigned tasks/projects and articulate key points.

Requirements: 

• Experience in banking / financial sector / Securities Services; 
• University degree;
• Fluent working knowledge of English (French will be an asset);
• 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; knowledge of IT systems used in BNP Paribas Securities Services will be considered as a strong asset.