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Corporate Actions Account Manager

Job in Lisbon, Columbiana County, Ohio, 44432, USA
Listing for: Bnp Paribas
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
  • Business
    Financial Analyst
Job Description & How to Apply Below
Location: Lisbon

Job Title

Manage clients' relationship with BNP Paribas through the safekeeping of their assets and management of corporate events

Provide high quality of service by being the point of contact for our clients by managing:
Request for Proposal (RFP) and onboarding process; queries and support throughout the lifecycle of a corporate event;
Service Level Agreement (SLA) fulfillment; client instructions for corporate events

Deliver an excellent support and added value to a long lasting relationship

Your Main Activities Are
  • Control and manage client's instructions in relation to Corporate Actions events within the established SLA (Service Level Agreement/Service Level Delivery (SLD)
  • Process and/or forward late instructions to relevant teams via the appropriate channels, keeping track of them until duly processed. Reach out to and communicate with relevant teams when necessary in order to gather/clarify information about how to instruct and overcome any issue affecting the instruction process
  • Resolve all incoming queries (as soon as possible) providing initial acknowledgment in line with clients'/branches' SLA and issue quality responses based on established criteria. Provide accurate and detailed information to clients in relation to Corporate Action events, ensuring support in case of complex operations.
  • Log all queries and client service requests in the correct tools to allow statistical analysis of activity
  • Maintain client details updated in all necessary tools and contact list databases
  • Prepare Due Diligence Visit (DDV) presentations and participate in client calls/visits.
  • Guarantee that all procedures assigned are updated on an ongoing basis, taking into account market, service and product changes and/or potential risk factors
  • Develop a good level of knowledge of markets, financial instruments and market changes by regular use of various information sources (Market Updates, Client Updates, market announcements)
  • Be active in the continuous improvement of the team's processes, proposing and defining projects for improving service; participate in User Acceptance Testing in order to contribute to system upgrades and its development and formalise evolutions detected with clients (organization, activity) and advise supervision and management
Profile and Skills to Success
  • Bachelor's degree in Economics, Finance or Accounting
  • Up to 2 years of relevant experience in Banking and Financial Operations or Client Management
  • Fluent (C1) level of English
  • Ability to collaborate / teamwork
  • Attention to detail / rigor
  • Client focused
  • Good communication skills (both oral and written)
  • Proactivity
  • Skills in Microsoft Office (Excel, Word, Powerpoint)
Why Joining BNP Paribas?

BNP Paribas, the European leader in banking and financial services in Europe, operates in 64 countries and has nearly 180,000 employees. The Group is structured around three operating divisions. Its business lines cooperate closely, as part of our integrated model, to meet the needs of all our clients in a coordinated manner:

  • Corporate & Institutional Banking (CIB), connects corporate clients needing financing and institutional clients looking for investment opportunities;
  • Commercial, Personal Banking & Services (CPBS), brings together all the Group's commercial & personal banking and several specialised businesses;
  • Investment & Protection Services (IPS), combines a unique continuum of products and services across protection, saving, investment and real-estate.
Our Presence in Portugal

In Portugal since 1985, BNP Paribas today has more than 9.700 employees, distributed across the Group's 10 business entities established in the country. Its presence also extends to 11 excellence centres providing value-added services to various countries where the BNP Paribas Group also operates.

Diversity and Inclusion Commitment

BNP Paribas´ ambition is to cultivate an open and responsive environment for all that encourages collaboration and interaction. We demonstrate our commitment by actively contributing to the Group's Diversity and Inclusion strategy and goals, in line with the United Nations Sustainable Development Goals. As part of our local Corporate and Social Responsibility -…

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