Client Account Operations Analyst

Finanse

Client Account Operations Analyst

Finanse
Towarowa 28, Warszawa

DCG

Pełny etat
B2B, UoP
Specjalista / Mid
Praca hybrydowa

Opis stanowiska

As a recruitment company, DCG understands that every business is powered by experienced professionals. Our management style and partnership approach enable us to meet your needs and provide continuous support. Due to our ongoing growth and the large number of recruitment projects we undertake for our partners, we are currently looking for:


Client Account Operations Analyst

Hybrid model of work from Warsaw (3x from the office, 2x wfh per week)

B2B

UoP

UZ


Responsibilities:

  • Process client requests related to system setup, including updates of signatories and documentation lodgement

  • Perform system maintenance activities in cooperation with internal partners based on documentation related to account opening and maintenance processes

  • Respond to internal inquiries in a timely and professional manner

  • Apply relevant banking regulations and internal procedures while processing requests

  • Ensure all client instructions are processed with the highest level of accuracy and within defined deadlines

  • Monitor and follow updates to internal procedures, policies, and external regulatory requirements

  • Handle queries efficiently and ensure timely resolution

  • Escalate urgent or risk-related issues through appropriate escalation channels

  • Collaborate with and support other teams when required, including the possibility of assisting other processes or teams

  • Participate in operational trainings, internal projects, conference calls, and system testing activities when required

  • Maintain high levels of client satisfaction through strong product, process, and client knowledge

  • Identify opportunities for process improvements and support their implementation

  • Ensure compliance with operational procedures and controls to minimize operational risk and potential losses

  • Support managers in quality assurance activities and ensure adherence to departmental standards

  • Perform day-to-day operational tasks and any additional duties assigned by the supervisor related to the function


Requirements:

  • 2 years of experience in a financial institution, preferably in client onboarding or roles involving system configuration and data management

  • Understanding of banking products and processes related to opening and maintaining bank accounts

  • Experience in client or stakeholder communication (internal or external)

  • Basic knowledge of banking and financial services operations

  • High attention to detail and strong organizational skills

  • Good knowledge of MS Office tools, particularly Excel and Word

  • Ability to work under pressure and meet deadlines

  • Strong team spirit, flexibility, and reliability

  • Fluency in English (both written and spoken)



Offer:

  • Private medical care

  • Co-financing for the sports card

  • Constant support of dedicated consultant

  • Employee referral program

Wymagane umiejętności

Microsoft Office Excel

finanse

banking

stakeholder management

Znajomość języków

Angielski: C1

Polski: C1

Lokalizacja biura

Oferta dodana: 09.03.2026

O firmie

DCG

DCG to przestrzeń, w której spotykają się potrzeby biznesu i ambicje ludzi. Znamy wartość dobrze dopasowanej współpracy, dlatego pomagamy kandydatom znaleźć środowisko, w którym będą mogli rozwinąć skrzydła, a firmom - z...

Zobacz profil firmy

Client Account Operations Analyst

Podsumowanie oferty

Client Account Operations Analyst

Towarowa 28, Warszawa
DCG
Aplikując zgadzam się na przetwarzanie moich danych osobowych w celu przeprowadzenia procesu rekrutacyjnego. Informujemy, że administratorem danych jest DCG ul. Towarowa 28 00-839 Warszawa(dalej jako "administrator"). Masz prawo do żądania dostępu do... WięcejThis site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.